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
14 articles
Admin Setup Guide
Guides on configuration and setup needed for Admins
Admin: ExtendInsights Financial Reporting Engine 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 Engine (XAVI)ExtendInsights FRE | Configure NetSuite user permissions
Licensing: Manage ExtendInsights Financial Reporting Engine 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
End-Users: How to Install and Log in to ExtendInsights Financial Reporting App from Microsoft AppSourceExtendInsights FRE | Install and Login instructions ExtendInsights Financial Reporting for NetSuite
End-Users: Getting Started with 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 ReportsFinancial Reporting | Use wildcard expressions to summarize account groups for executive reporting, margin analysis, and period comparisons
Filtering by Subsidiary, Department, Class, and LocationFinancial Reporting | Slice your financial data by subsidiary, department, class, or location using the Filters panel and dynamic cell references
Troubleshooting & Error Resolution
Resolve common setup, connectivity, performance, and formula-related issue
Troubleshooting: Resolving Common ErrorsExtendInsights FRE | Solutions for common issues in Financial Reporting, formula errors, unexpected zeros, slow performance, plus answers to frequently asked questions
FAQs
Frequently asked questions
How Periods Work with XAVI Formulas (Including Custom Fiscal Calendars)Financial Reporting | 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.) with the hidden-row Internal…
FAQ: Financial Reporting Engine Common QuestionsFinancial Reporting | Frequently asked questions for administrators and end users
FAQ: Comparing by Department, Location, Subsidiary, and MoreLearn how to use XAVI formulas to compare financial data across dimensions like department, location, and subsidiary — all in a single Excel report.