Reports & Analysis
Tips and techniques to get more out of Financial Reporting
5 articles
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