You can report on how often users download, create, update, and delete NetSuite records through ExtendInsights by building a NetSuite saved search on SOAP Web Services Operations.

This is useful for adoption tracking, license governance, and ongoing enablement.

What this report tracks

The saved search counts key SOAP operations generated by ExtendInsights:

Downloads (getList)
Creates (addList)
Edits/Updates (updateList)
Deletes (deleteList)

Results are grouped by User Email so you can see usage by individual.

Part 1 - Create the Saved Search (SOAP Web Services Operations)

Step 1: Start a new Saved Search

Go to Lists > Search > Saved Searches > New
Select SOAP Web Services Operations
Name the search: ExtendInsights Data Management Usage Metrics

Part 2 - Criteria tab (filter to ExtendInsights activity)

Step 1: Enable expressions

Open the Criteria tab
Check Use Expressions

Step 2: Filter by Integration Description

Add a criteria line:

Field: Integration Description
Operator: any of (or equals)
Values:
- CloudExtend Excel
- CloudExtend Excel for NetSuite

💡 Tip: Use multi-select (Ctrl+Click) when applicable.

Step 3: Filter by Time

Add a second criteria line:

Field: Time
Operator: within last
Value: last business week (or your preferred window)

When done, it should look like this:

Part 3 - Results tab (group by user and count actions)

Step 1: Group by user

Add:

Field: User Email
Summary Type: Group

Step 2: Add usage counters (Formula Numeric)

🔵 # of times records were downloaded

Field ID: Formula (Numeric)

Summary Type: Sum

Formula:

CASE WHEN {operation} LIKE 'getList' THEN 1 ELSE 0 END

Custom Label: # of times records were downloaded

🔵 # of times records were created

Field ID: Formula (Numeric)

Summary Type: Sum

Formula:

CASE WHEN {operation} LIKE 'addList' THEN 1 ELSE 0 END

Custom Label: # of times records were created

🔵 # of times records were edited

Field ID: Formula (Numeric)

Summary Type: Sum

Formula:

CASE WHEN {operation} LIKE 'updateList' THEN 1 ELSE 0 END

Custom Label: # of times records were edited

🔵 # of times records were deleted

Field ID: Formula (Numeric)

Summary Type: Sum

Formula:

CASE WHEN {operation} LIKE 'deleteList' THEN 1 ELSE 0 END

Custom Label: # of times records were deleted

Step 3: (Optional) Sort and refine

To ensure consistent ordering, add a sort (for example, by User Email or one of the usage columns).

It should look like this:

Step 4: Save and Run

Click Save and then Run to validate the output.

Recommendations

We highly recommend that managers add this as a KPI to their dashboards and monitor activity by users. The KPI view will show usage for all users.

A) Add the search to a dashboard KPI

Click Personalize on your dashboard
Drag KPI Indicator to the desired location
Click Setup > Custom KPI
Add your saved search: ExtendInsights Data Management Usage Metrics

This provides quick visibility into overall activity trends.

B) Schedule a weekly summary email to leaders

This is helpful for operational accountability and adoption monitoring.

Step 1: Open the saved search and edit it

Find ExtendInsights Data Management Usage Metrics and click Edit.

Find your "ExtendInsights Data Management Usage Metrics" Saved Search and click Edit Search.

Step 2: Email tab settings

Go to the Email tab
In Specific Recipients:
- Add the leaders/stakeholders who should receive the report
- Enable options such as:
  - Send emails according to schedule
  - Summarize scheduled emails
  - Send if no results (recommended so leaders know it ran)

Step 3: Customize the message

Suggested template:

From: "CloudExtend" <your email address>

Subject: 📈 CloudExtend Excel for NetSuite Usage Summary

Message:

This email summarizes how many times users download NetSuite records, create NetSuite records, edit NetSuite records and delete NetSuite records using ExtendInsights Data Management.

Red flags to 👀 watch for:

❌ If someone has an active license to ExtendInsights but IS NOT included in this summary, then they have not used the application at all. **To view who has a license login to subscriptions.cloudextend.io**

❌ If usage decreases by a particular user or users continually declines week by week.

Hold these users accountable. Remind them that working with their NetSuite data in Excel will save them a substantial amount of time. If additional training is required, reach out to cloudextend-training@celigo.com.