Financial Reporting
Use real Excel formulas to pull in financial data from NetSuite
9 articles
Admin Setup Guide For CloudExtend Financial Reporting Add-inStep-by-step setup instructions for NetSuite and Microsoft admins to get started with the MVP version of the CloudExtend Financial Reporting Excel Add-in.
End User | Loading and Logging In to the Financial Reporting Excel Add-InHow to create your NetSuite access token and connect the CloudExtend Financial Reporting Excel Add-In (MVP / Early Access).
Getting Started with Financial ReportingLearn what Financial Reporting is, how it connects to NetSuite, and how to write your first XAVI formula in Excel.
XAVI Formula ReferenceComplete reference for all XAVI formulas — BALANCE, BALANCECURRENCY, BUDGET, NAME, TYPE, PARENT, RETAINEDEARNINGS, NETINCOME, CTA, and TYPEBALANCE.
Pre-Built ReportsLaunch a CFO Flash Report, full Income Statement, or Budget Report in seconds using the Quick Start section in the XAVI task pane.
Using Wildcards for Summary ReportsUse the * wildcard in XAVI formulas to sum entire account groups — perfect for executive P&Ls, margin calculations, and year-over-year comparisons.
Drill-Down: Exploring Transactions Behind a BalanceUse drill-down to see the individual transactions that make up any XAVI formula result — directly from Excel, with clickable links back to NetSuite.
Filtering by Subsidiary, Department, Class, and LocationSlice your financial data by subsidiary, department, class, or location using the Filters panel and dynamic cell references.
Troubleshooting and FAQSolutions for common issues in Financial Reporting, formula errors, unexpected zeros, slow performance, plus answers to frequently asked questions.