ExtendInsights Financial Reporting
Build dynamic financial reports in Excel using live NetSuite data and XAVI formulas. Create income statements, budget reports, executive dashboards, and custom financial models directly in Excel
17 articles
Admin Setup Guide
Guides on configuration and setup needed for Admins
- Admin: ExtendInsights Financial Reporting Setup GuideExtendInsights FRE | Step-by-step instructions for NetSuite and Microsoft administrators to configure and deploy the Financial Reporting Excel Add-in
- Admin: Configure NetSuite for ExtendInsights Financial Reporting(XAVI)ExtendInsights FRE | Configure NetSuite user permissions
- Admin: Add New Users to ExtendInsights Financial ReportingExtendInsights FRE | Admin checklist for onboarding new users
- Licensing: Manage ExtendInsights Financial Reporting Licenses and Administrator usersExtendInsights FRE | Manage users and licenses in the CloudExtend portal
Getting Started for End-Users
Everything end users need to begin working with Financial Reporting
- 🔍 Find all your important ExtendInsights Financial Reporting Resources in 1 place here!ExtendInsights FRE | Guides and resources to ensure you are set up for success
- End-Users: How to Install and Log in to ExtendInsights Financial Reporting App from Microsoft AppSourceExtendInsights FRE | Install and Login instructions ExtendInsights Financial Reporting
- End-Users: Getting Started with ExtendInsights Financial ReportingExtendInsights FRE | Learn how Financial Reporting works, how it connects to NetSuite, and how to create your first XAVI formula
Reports & Analysis
Tips and techniques to get more out of Financial Reporting
- Pre-Built ReportsExtendInsights FRE | Launch a CFO Flash Report, Income Statement, Balance Sheet, or Budget Report in seconds using the Quick Start experience
- XAVI Formula ReferenceExtendInsights FRE | Complete reference for all supported XAVI formulas, including BALANCE, BALANCECURRENCY, BUDGET, NAME, TYPE, PARENT, RETAINEDEARNINGS, NETINCOME, CTA, and TYPEBALANCE
- Drill-Down: Exploring Transactions Behind a BalanceExtendInsights FRE | View the transactions behind any XAVI formula result and navigate directly to the corresponding records in NetSuite
- Using Wildcards for Summary ReportsExtendInsights FRE | Use wildcard expressions to summarize account groups for executive reporting, margin analysis, and period comparisons
- Filtering by Subsidiary, Department, Class, and LocationExtendInsights FRE | Slice your financial data by subsidiary, department, class, or location using the Filters panel and dynamic cell references
- XAVI Report Builder: AI-Powered Financial Reports with ClaudeExtendInsights FRE | Build board-ready financial reports in Excel using plain English
Troubleshooting & Error Resolution
Resolve common setup, connectivity, performance, and formula-related issue
FAQs
Frequently asked questions
- FAQ: ExtendInsights Financial Reporting Common QuestionsExtendInsights FRE | Frequently asked questions for administrators and end users
- FAQ: How Periods Work with XAVI Formulas (Including Custom Fiscal Calendars)ExtendInsights FRE | Learn how XAVI resolves accounting periods from dates, text, or Internal IDs, including how to handle custom fiscal calendars (4-4-5, 4-5-4, etc.).
- FAQ: Comparing by Department, Location, Subsidiary, and MoreExtendInsights FRE | How to use XAVI formulas to compare financial data across dimensions like department, location, and subsidiary — all in a single Excel report