Analytics for NetSuite
Help docs, FAQ's, and more for ExtendInsights for Analytics NetSuite
47 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: 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!
- Overview: ExtendInsights Analytics for NetSuiteExtendInsights Analytics | Export NetSuite saved searches and SuiteQL to Excel for reporting and analysis
- 🔍 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
- 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 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