ExtendInsights AI Query Generator + NetSuite SuiteQL
Use the AI Query Generator to build and schedule SuiteQL queries for downloading NetSuite data
24 articles
Overview: AI Query Generator for ExtendInsights Analytics NetSuiteExtendInsights Analytics | Learn how the AI Query Generator works with NetSuite to create SuiteQL queries and automate data downloads
How to Use AI Query Generator + SuiteQL Querying for ExtendInsightsExtendInsights Analytics | Step-by-step guidance on using AI-generated SuiteQL queries to extract data from NetSuite
ExtendInsights Query Builder Workspace – Interface OverviewExtendInsights Analytics | Understand the AI Query Generator workspace and how to navigate SuiteQL query creation for NetSuite
SuiteQL Query Examples
Explore common SuiteQL use cases for pulling data from NetSuite using ExtendInsights
Finance | Balance Sheet by Account (As of a Specific Period)This SuiteQL query creates a consolidated NetSuite balance sheet as of a selected period, grouping assets, liabilities, and equity while using BUILTIN.CONSOLIDATE for accurate multi-subsidiary reporting and Excel-based financial analysis.
Finance | Monthly Profit and Loss by Account (Fixed Monthly Columns)This SuiteQL query returns a pre-pivoted monthly profit and loss by account, with each month shown as a separate column and totals consolidated using NetSuite’s BUILTIN.CONSOLIDATE for accurate multi-subsidiary financial…
Finance | Monthly Profit and Loss by Account (Pivot Table Friendly)This SuiteQL query returns monthly profit and loss data with months shown as rows instead of columns, making it ideal for Excel pivot tables and dashboards while using NetSuite’s BUILTIN.CONSOLIDATE…
Finance | Year-to-Date P<his SuiteQL query returns consolidated year-to-date profit and loss totals by grouping accounts into standard finncial statement sections and uses BUILTIN.CONSOLIDATE to ensure results reflect consolidated financials across subsidiaries.
Finance | Expense by Account with Vendor Detail (Includes Account Totals)This SuiteQL query returns expense totals by account and vendor, showing account summary rows with totals followed by vendor detail rows, making it easy to build Excel pivot tables and…
Finance | AR Aging Summary by Customer (Consolidated, One Row per Customer)This SuiteQL query generates an Accounts Receivable aging summary from NetSuite, returning one row per customer with balances grouped into aging buckets such as Current, 1–30, 31–60, 61–90, and 90+…
Finance | AR Aging Detail by Transaction with Sales RepThis SuiteQL query produces a detailed Accounts Receivable aging report with one line per open AR transaction, now including the assigned sales representative so you can analyze aging by customer,…
Finance | AR Aging Total Summary (Single Row with Aging Buckets)This query returns a single consolidated AR aging summary line with balances split into standard aging buckets using FLOOR to ensure correct bucket assignment.
Finance | COGS by Item and Location (Inventory & Margin Analysis)This SuiteQL query returns Cost of Goods Sold and units sold by item and location, enabling margin analysis and operational reconciliation directly in Excel.
Finance | Revenue Recognition Status by Customer and Item (Deferred vs Recognized)Shows total contract revenue, recognized revenue, and remaining deferred balance by customer and item, helping finance teams monitor revenue schedules and deferred revenue exposure.
Operations | Inventory Status and Full Sales Activity by Item and LocationCombines on-hand inventory with open sales demand and realized sales to give a complete item-level picture across subsidiaries and locations.
Sales | SuiteQL for Top 10 Sales Reps“This SuiteQL query shows how to calculate net invoice revenue by sales representative in NetSuite. It demonstrates how to use mainline = ‘T’, subtract tax lines (taxline = ‘T’), and…
Sales | Opportunities Linked to Sales Orders (Bookings Attribution)Connects opportunities to resulting sales orders so sales and finance teams can tie pipeline to bookings and validate conversion outcomes in Excel.
Sales | Unified CRM Activities Export (Email, Tasks, and Events in One Dataset)Pulls emails, tasks, and calendar events into a single export for reporting and analysis, something that is not feasible with a single NetSuite saved search.
Admin | NetSuite Employee Login Activity and Access SummaryProvides a quick view of active employees with account access, recent login counts, last login dates, and an activity status to help manage security, adoption, costs, and access reviews.
Admin | NetSuite Feature Enablement and Status ReportProvides a complete list of NetSuite features in your account, showing whether each feature is available, active, and ready for use.
Admin | Custom Fields InventoryLists all custom fields with type, value type, owner, script id, and last modified date for quick audits and cleanup.
Admin | Custom Record Types Inventory by OwnerLists all custom record types in your NetSuite account, grouped by owner, including script ID and description for governance and documentation.
Admin | SuiteScript Inventory and Deployment Status ReportProvides a complete inventory of SuiteScript files in your NetSuite account, including script type, owner, version classification, and deployment status.
Admin | Custom Lists Inventory (Active Lists Only)Returns all active custom lists in your NetSuite account, including script ID, owner, description, and ordering behavior for governance and documentation.
Admin | Accounting Book Usage by Subsidiary (Transaction Line Count)Shows how many transaction lines exist per accounting book and subsidiary, helping you understand multi-book activity and data volume distribution.