Analytics for NetSuite
Help docs, FAQ's, and more for ExtendInsights for Analytics NetSuite
50 articles
Admin Setup Guide
Guides on configuration and setup needed for Admins
Admin: ExtendInsights Analytics for NetSuite Setup GuideExtendInsights Analytics | Guide to help streamline your setup
Admin: Add New Users to ExtendInsights for Analytics NetSuiteExtendInsights Analytics | Admin checklist for onboarding new users
Admin: Installing the Excel bundle for ExtendInsights for Analytics NetSuiteExtendInsights Analytics | Learn how to install the Excel bundle
Admin: ExtendInsights for NetSuite can be installed by your Microsoft 365 AdminExtendInsights Analytics | Learn how Admins can install ExtendInsights Apps for multiple users at once
Admin: Request for Justification FormExtendInsights Analytics | How to request approval for ExtendInsights Admin portal access from your Microsoft Admin
Licensing: Manage ExtendInsights Analytics Licenses and Administrator usersExtendInsights Analytics | Manage users and licenses in the CloudExtend portal
Getting Started for End-Users
Everything you need to know to get started with ExtendInsights Analytics!
🔍 Find all your important ExtendInsights Analytics Resources in 1 place here!ExtendInsights Analytics | Guides and resources to ensure you are setup for success
End-User: Getting Started Guide for ExtendInsights AnalyticsExtendInsights Analytics | Learn the basics and start analyzing NetSuite data
End-User: Logging into ExtendInsights for Analytics NetSuiteExtendInsights Analytics | Log in and manage NetSuite connections
End-User: Installing ExtendInsights for Analytics NetSuiteExtendInsights Analytics | Learn how to install ExtendInsights Analytics and get started
ExtendInsights Analytics Go Live Checklist and End-user GuidelinesExtendInsights Analytics | Leverage our go-live checklist so nothing falls through the cracks.
Best Practices for ExtendInsights for Analytics NetSuiteExtendInsights Analytics | Recommended practices for reliable analytics and scheduling
Learn How To Get Support For ExtendInsights for Analytics NetSuiteExtendInsights Analytics | Can't find what you are looking for? Learn how to get more support here
How-To's
Learn how to use ExtendInsights Analytics
Adding NetSuite Saved Searches to ExtendInsights AnalyticsExtendInsights Analytics | Add NetSuite saved searches to Excel
Scheduling your NetSuite Saved Searches and Queries with ExtendInsights AnalyticsExtendInsights Analytics | Automatically refresh your Saved Search and query data in Excel
Where Can Manage Your NetSuite SchedulesExtendInsights Analytics | Learn where to manage your saved searches schedule
Apply Filters on Saved SearchesExtendInsights Analytics | Learn how to filter saved search reports directly from the app
The Interface - ExtendInsights Analytics WorkspaceExtendInsights Analytics | Navigate the ExtendInsights workspace
Run Saved Searches Against a Different NetSuite AccountExtendInsights Analytics | How to repoint downloaded searches to another NetSuite connection
Use Excel Power Query and ExtendInsights to analyze your dataExtendInsights Analytics | Why and how to analyze your data using Excel Power Query
Using Power Query to transform your data and connect multiple queries from disparate sourcesExtendInsights | Learn how to use Excel Power Query and build a relational data model in Excel
Embed your Excel file or PowerBI report in a NetSuite PortletExtendInsights Analytics | How to embed Excel or Power BI content in a NetSuite dashboard
Get Excel Data from a Single File or Entire Folder on SharePoint or OneDrive for Business into Power Query or Power BIExtendInsights Analytics | Connect Excel files to Power Query and finally understand how to get the right link, even on a Mac
Sample Use Cases
See use cases on how you can use ExtendInsights Analytics
Financial StatementsLearn how to prepare your NetSuite saved searches to generate Income Statements, Balance Sheets, and Trial Balances
Creating Balance Sheets From G/L Search
Creating Income Statements from G/L Search
Creating a Trial Balance Using NetSuite Saved Searches Instead of ReportsExtendInsights Analytics | Creating a trial balance using NetSuite saved searches
Create an A/R Aging Report using ExtendInsights for Analytics NetSuiteExtendInsights Analytics | Use ExtendInsights to analyze your Accounts Receivable
Building a Sales Dashboard with ExtendInsights for Analytics NetSuiteExtendInsights Analytics | Build your first sales dashboard
FAQs
Frequently asked questions for ExtendInsights for Analytics NetSuite
Product Overview: ExtendInsights for Analytics NetSuiteExtendInsights Analytics | Know what our product is all about
FAQ: Understanding ExtendInsights Analytics Menu OptionsExtendInsights Analytics | What each Menu option is used for
FAQ: ExtendInsights Analytics Supports Saved Search FormulasExtendInsights Analytics | Support for Saved Search Formulas
FAQ: How to Uninstall ExtendInsights for Analytics NetSuiteExtendInsights Analytics | Learn how to uninstall the legacy ExtendInsights Analytics application
FAQ: How to Transfer Ownership of WorkbooksExtendInsights Analytics | Learn how to transfer ownership workbooks
FAQ: Force Excel to see your fields as general formatExtendInsights Analytics | Learn how to ensure your data is treated as general format in Excel
FAQ: NetSuite Saved SearchesExtendInsights Analytics | What are NetSuite saved searches and how can they benefit you?
FAQ: Adding hyperlinks to NetSuite records in ExcelExtendInsights Analytics | Learn how to add hyperlinks to the original NetSuite transaction record in Excel
FAQ: Setting to check your Microsoft Grant Status for SchedulingExtendInsights Analytics | Learn if the Microsoft Grant Consent has been given to CloudExtend
FAQ: Formulas breaks when CloudExtend Excel Analytics Update a tableExtendInsights Analytics | Learn more about preventing your formulas from breaking during overwrites
FAQ: Working with date fields when you are in region that does not use mm/dd/yyyy date formatXLANS | Learn how to work with date formats in CloudExtend Excel Analytics in regions other than the US
Troubleshooting & Error Resolution
Resolve common and configuration problems
Common issuesExtendInsights Analytics | Learn about errors returned when running your NetSuite saved searches
Troubleshooting: Permission Violation: You need the 'Lists -> Persist Search' permission to access this pageExtendInsights Analytics | Know what steps to take to resolve persist search permission error
Troubleshooting: When downloading saved searches data is not inside the tableExtendInsights Analytics | Know why this happens on how to resolve the issue
Troubleshooting: Updating Date Format from NetSuiteExtendInsights Analytics | Ensure accurate date formatting when downloading data
Troubleshooting: Invalid configuration in the deployment for environmentExtendInsights Analytics | Fix schedule runs after an update (NetSuite Admin)
Troubleshooting: ExtendInsights Analytics Flow Errors and Needed ActionExtendInsights Analytics | List of error codes captured on scheduled runs and what to do to resolve them
Troubleshooting: Criteria with null valuesExtendInsights Analytics | See resolution on how to resolve if you cannot pull any records from your saved searches
Troubleshooting: Mismatch HeadersExtendInsights Analytics | Troubleshooting when getting mismatch headers error from ExtendInsights
Troubleshooting: Unexpected API ErrorXLANS | Know the reason and workaround when you are getting Unexpected API error
Troubleshooting: Won't work because it would move cells in a table on your worksheetExtendInsights Analytics | Troubleshooting when getting 'Won't work because it would move cells in a table on your worksheet' error