ExtendInsights Analytics and ExtendInsights Data Management are designed to work together, but they serve different purposes.

Understanding how each app works and when to use each will help you build efficient, end-to-end workflows in Excel.

At a Glance

Analytics = reporting, analysis, and scheduling (read-only data)
Data Management = creating, updating, and deleting NetSuite records
You cannot edit Analytics-generated worksheets using Data Management
Use Analytics for insights, then Data Management templates to take action

Unified Experience (If You Have Both Licenses)

If your organization is licensed for both Analytics and Data Management:

No separate add-ins are required
One login connects you to NetSuite for both apps
Both features are available in a single ExtendInsights interface
Use your Microsoft or Google account for access

🎥 Why Use ExtendInsights with NetSuite?

ExtendInsights combines analytics, automation, and data management in Excel, allowing you to analyze data and take action without switching tools.

Watch the video to see how ExtendInsights Excel integration with NetSuite works.

➡️ Here are business use cases that use both ExtendInsights for NetSuite apps

Why Am I Seeing “This Report Was Generated via Analytics”?

You’ll see the message “This report was generated via Analytics” when:

The worksheet was downloaded using ExtendInsights Analytics, and
You’re viewing that worksheet while the Data Management tab is selected

💡 This is expected behavior, not an error.

Analytics worksheets are read-only by design. They are intended for:

Reporting
Analysis
Lookups
Scheduling

They are not connected to Data Management templates.

Because of this:

Create / Update / Delete actions are disabled
Data Management cannot modify Analytics-generated tables

What You Need to Update Records

To create, update, or delete NetSuite records in Excel, you must have:

A license for ExtendInsights Data Management
A Data Management template for the record type you want to work with

👉 Learn more about creating and using Data Management templates.

Analytics vs Data Management (At a Glance)

Features	Analytics	Data Management
Run Saved Searches	✅	❌
Schedule reports	✅	❌
Use AI Query + SuiteQL Generator	✅	❌
Create records	❌	✅
Update records	❌	✅
Delete records	❌	✅

Best Practice: Use Analytics Data as Lookups

Analytics data works best as reference data for Data Management workflows.

Recommended Workflow

Use Analytics to download a Saved Search (e.g., customers, items, subsidiaries).
Ensure the Saved Search includes the Internal ID.
Use the Analytics data as a lookup source.
Copy the required values into a Data Management template.
Run the update using Data Management.