Welcome! 🎉
This resource hub brings together the guides you need to set up, roll out, and use ExtendInsights Analytics for NetSuite.
ExtendInsights Analytics allows users to retrieve NetSuite Saved Searches and SuiteQL query results in Excel, refresh data on demand, and schedule automatic updates to workbooks stored in OneDrive or SharePoint.
👋 Start Here
Administrators: Begin with the Admin Setup Guide to install the NetSuite bundle, configure permissions, assign licenses, and deploy the Excel add-in.
End users: If your organization has completed the setup, begin with the Installation Guide, followed by the Getting Started Guide.
Tip: Bookmark this page for quick access to Saved Search, SuiteQL, scheduling, troubleshooting, training, and Support resources.
Installation and Setup for Administrators
Use these guides to configure ExtendInsights Analytics and provide users with access.
Complete ExtendInsights Analytics for NetSuite Setup Guide
Complete the required NetSuite, Microsoft 365, licensing, and Excel add-in configuration.Add New Users to ExtendInsights Analytics
Follow the administrator checklist for onboarding additional Analytics users.ExtendInsights Analytics Go-Live Checklist and End-User Guidelines
Open the Analytics collection and select the Go-Live Checklist to prepare your team for rollout.
Getting Started for End Users
Overview: ExtendInsights Analytics for NetSuite
Review the primary Saved Search, SuiteQL, refresh, scheduling, and connection features.Install ExtendInsights Analytics
Install the Excel add-in, sign in, and connect to a NetSuite account and role.Getting Started Guide for ExtendInsights Analytics
Learn how to navigate the application and begin retrieving NetSuite data in Excel.Explore All ExtendInsights Analytics Resources
Browse the complete collection of setup, workflow, FAQ, use-case, and troubleshooting articles.
📊 Core ExtendInsights Analytics Guides
Use these guides to complete the most common ExtendInsights Analytics tasks.
📍 Download NetSuite Saved Searches to Excel
Learn how to add NetSuite Saved Searches and load the results into Excel.
📍 Refresh Saved Searches and SuiteQL Queries
Refresh all reports in a workbook or update an individual Saved Search or SuiteQL query.
📍 Schedule Saved Searches and SuiteQL Queries
Automatically refresh reports stored in OneDrive or SharePoint. Available for Trial and Enterprise users.
📍 Apply Filters to Saved Searches
Filter Saved Search results in Excel without creating multiple versions of the same search in NetSuite.
📍 Best Practices for Saved Searches and Scheduled Reports
Follow recommendations for naming, workbook organization, refresh frequency, and schedule reliability.
🤖 SuiteQL and AI Query Generator
Go beyond Saved Searches by creating more advanced NetSuite queries.
📍 Use the AI Query Generator and SuiteQL
Generate SuiteQL queries with AI assistance, review the generated query, and retrieve NetSuite data in Excel.
🎓 Self-Paced Training
Getting Started Guide for ExtendInsights Analytics
Follow the guided introduction to downloading, refreshing, filtering, and scheduling NetSuite data.CloudExtend Training Made Easy—Learn at Your Own Pace
Explore available CloudExtend University courses and training resources.
🧩 Additional Resources
Submit and Vote for CloudExtend Feature Requests
Share product feedback through Celigo Connective.Whitelist the Celigo.com Domain
Help ensure that your organization receives CloudExtend Support emails.Check CloudExtend Service Status
Review current service availability and known incidents.
💬 Need Help?
Can’t find what you’re looking for? We’re here to help.
Search the ExtendInsights for NetSuite Help Center.
Use the in-app messenger inside ExtendInsights or in the bottom-right corner of the Help Center.