This guide helps you understand what ExtendInsights Analytics is, how to get started, and where to go next as you build reports and schedules using NetSuite data in Excel.
Use this article as your starting point if you are new to ExtendInsights Analytics.
What Is ExtendInsights Analytics?
ExtendInsights Analytics allows you to:
Pull NetSuite saved searches into Excel
Run reports on demand or on a schedule
Keep Excel-based analytics up to date automatically
Use AI-assisted and SuiteQL queries for advanced reporting (Enterprise)
If your goal is to analyze, refresh, and distribute NetSuite data, ExtendInsights Analytics is the right application.
🎥 Watch the All-in-One Overview
Start with the All-in-One video to see ExtendInsights Analytics in action.
Install and Log In
Before using ExtendInsights Analytics, complete the following steps:
The ExtendInsights Analytics Workspace
Once logged in, you’ll work inside the ExtendInsights Analytics workspace, where you can:
Add NetSuite saved searches
Configure refresh options
Manage schedules (Enterprise)
Monitor execution status and results
This workspace is your central hub for managing analytics workflows.
➡️ Check out: The Interface - ExtendInsights Analytics Workspace
How to Use ExtendInsights Analytics
Select saved searches from NetSuite
Load them directly into Excel
Refresh data on demand as needed
Schedule Saved Searches (Enterprise)
Automate refreshes on a defined schedule
Write results to Excel files stored in OneDrive or SharePoint
Reduce manual reporting effort
AI Query Generator + SuiteQL (Enterprise)
Build advanced queries using AI assistance
Run SuiteQL queries for complex reporting needs
Best Practices
Follow recommended best practices to:
Optimize saved search performance
Avoid unnecessary refresh failures
Structure Excel files for long-term automation
Maintain reliable scheduled runs
📘 See the Best Practices for ExtendInsights Analytics for NetSuite guide for details.
➕ Additional Features (Optional)
ExtendInsights Analytics also supports advanced scenarios:
Embed Excel or Power BI reports in NetSuite
Surface analytics directly inside NetSuite using a custom portletPower Query / Power BI integrations
Pull data from:A single Excel file, or
An entire folder in OneDrive or SharePoint
and transform it using Power Query or Power BI
See Also
Sample Use Cases - using ExtendInsights Analytics only
Sample Use Cases - using both Data Management and Analytics app
These examples help you apply ExtendInsights Analytics to practical business scenarios.
Need Help?
Start by searching our Help Center:
You can also reach us directly:
🔵 In the app, open a template and click the message icon
🔵 Use in-app chat from the support site (bottom right)
🔵 Email cloudextend-support@celigo.com
Please include screenshots and a description of what you were trying to do so we can assist you faster.