Analytics for NetSuite
Help docs, FAQ's, and more for ExtendInsights for Analytics NetSuite
45 articles
Admin Setup Guide
Guides on configuration and setup needed for Admins
Admin: ExtendInsights Analytics for NetSuite Setup Guide (Enterprise)ExtendInsights Analytics | Guide to help streamline your setup
Admin: How to manage ExtendInsights for Analytics NetSuite Professional + Enterprise Licenses and Administer UsersExtendInsights Analytics | Logging in and managing license in the CloudExtend portal
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 | Learn how to request approval ExtendInsights Admin portal access from your Microsoft Admin
Admin: Add New Users to ExtendInsights for Analytics NetSuiteExtendInsights Analytics | Admin's checkpoint for new users of ExtendInsights
Getting Started for End-Users
Everything you need to know to get started with ExtendInsights Analytics!
Getting Started: Installing ExtendInsights for Analytics NetSuiteExtendInsights Analytics | Learn how to install ExtendInsights Analytics and get started
End-User: Logging into ExtendInsights for Analytics NetSuiteExtendInsights Analytics | How to login to ExtendInsights Analytics
End-User: Getting Started Guide for ExtendInsights AnalyticsExtendInsights Analytics | Check out the Getting Started Guide for 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
Best Practices for ExtendInsights for Analytics NetSuiteExtendInsights Analytics | Learn about best practices when using ExtendInsights Analytics
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
The Interface - ExtendInsights Analytics WorkspaceExtendInsights Analytics | Experience the new ExtendInsights interface
Adding NetSuite Saved Searches to ExtendInsights AnalyticsExtendInsights Analytics | Adding NetSuite saved searches to ExtenInsights Analytics
Run Saved Searches to different NetSuite accountExtendInsights Analytics | Learn how to transfer searches downloaded to another connection
Embed your Excel file or PowerBI report in a NetSuite PortletExtendInsights Analytics | Learn how to embed an Excel file in a NetSuite portlet
Use Excel Power Query and ExtendInsights to analyze your dataExtendInsights Analytics | Learn why ExtendInsights recommends connecting to your data source with Excel Power Query
Scheduling your NetSuite Saved Searches with ExtendInsights AnalyticsExtendInsights Analytics | Learn how to add your NetSuite saved searches to a schedule with ExtendInsights for Analytics NetSuite
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
Managing Existing Scheduled NetSuite NetSuite Saved Searches for ExtendInsights AnalyticsExtendInsights Analytics | Learn how to manage your saved searches schedule
Apply Filters on Saved SearchesExtendInsights Analytics | Learn how to filter saved search reports directly from the app
Sample Use Cases
See use cases on how you can use ExtendInsights Analytics
Building a Sales Dashboard with ExtendInsights for Analytics NetSuiteExtendInsights Analytics | Build your first sales dashboard
Financial StatementsLearn how to prepare your NetSuite saved searches to generate Income Statements, Balance Sheets, and Trial Balances
Creating Income Statements from G/L Search
Creating Balance Sheets 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
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
FAQs
Frequently asked questions for ExtendInsights for Analytics NetSuite
Product Overview: ExtendInsights for Analytics NetSuiteExtendInsights Analytics | Know what our product is all about
ExtendInsights Excel for NetSuite RoadmapExtendInsights Analytics | Learn about what we're considering building, what we're building now, and what was recently released
FAQ: NetSuite Saved SearchesExtendInsights Analytics | What are NetSuite saved searches and how can they benefit you?
Upgrade to the NextGen version of CloudExtend Excel Data ManagementExtendInsights Data Management | Learn about upgrade options and more before moving to the latest release
FAQ: How to Transfer Ownership of WorkbooksExtendInsights Analytics | Learn how to transfer ownership workbooks
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: Understanding ExtendInsights Analytics Menu OptionsExtendInsights Analytics | Know the different setting and options you can do when going to the Menu
Troubleshooting
Experiencing difficulties? Take a look at the articles for step-by-step instructions on resolving them!
Common issuesExtendInsights Analytics | Learn about errors returned when running your NetSuite saved searches
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
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: ExtendInsights Analytics Flow Errors and Needed ActionExtendInsights Analytics | List of error codes captured on scheduled runs and what to do to resolve them
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