CloudExtend

ExtendInsights Analytics | Export NetSuite saved searches and SuiteQL to Excel for reporting and analysis

Overview: ExtendInsights Analytics for NetSuite

ExtendInsights Analytics | Guides and resources to ensure you are setup for success

🔍 Find all your important ExtendInsights Analytics Resources in 1 place here!

ExtendInsights Analytics | Learn the basics and start analyzing NetSuite data

End-User: Getting Started Guide for ExtendInsights Analytics

ExtendInsights Analytics | Log in and manage NetSuite connections

End-User: Logging into ExtendInsights for Analytics NetSuite

ExtendInsights Analytics  | Learn how to install ExtendInsights Analytics and get started

End-User: Installing ExtendInsights for Analytics NetSuite

ExtendInsights Analytics | Leverage our go-live checklist so nothing falls through the cracks.

ExtendInsights Analytics Go Live Checklist and End-user Guidelines

ExtendInsights Analytics | Recommended practices for reliable downloads, Excel outputs, and scheduled refreshes

Best Practices for ExtendInsights for Analytics NetSuite

ExtendInsights Analytics | Find answers, contact Support, or schedule end-user training

Learn How To Get Support -  ExtendInsights for Analytics NetSuite

Everything you need to know to get started with ExtendInsights Analytics! 

Getting Started for End-Users

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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