Skip to main content

🔍 Find all your important ExtendInsights Analytics Resources in 1 place here!

ExtendInsights Analytics | Guides and resources to ensure you are setup for success

Welcome! 🎉
Here you’ll find everything you need to get started, roll out, and master ExtendInsights for Analytics NetSuite — all in one place.

👋 Start Here

If you’re new to ExtendInsights for Analytics, begin with the Admin Setup Guide below to install the NetSuite bundle, configure permissions, and deploy the Excel add-in.

Once setup is complete, you can explore the end-user guides and training resources to help your team work efficiently in Excel.

💡 Tip: Bookmark this page — it’s your quick-access hub for all ExtendInsights Analytics resources.


Installation & Setup Guides (Admins)

These articles help administrators install, configure, and manage ExtendInsights Analytics


End-User Resources

📊 Core ExtendInsights Analytics Guides

Use these guides to complete the most common ExtendInsights Analytics tasks.

📍 Download NetSuite Saved Searches to Excel
Learn how to add NetSuite Saved Searches and load the results into Excel.

📍 Refresh Saved Searches and SuiteQL Queries
Refresh all reports in a workbook or update an individual Saved Search or SuiteQL query.

📍 Schedule Saved Searches and SuiteQL Queries
Automatically refresh reports stored in OneDrive or SharePoint. Available for Trial and Enterprise users.

📍 Apply Filters to Saved Searches
Filter Saved Search results in Excel without creating multiple versions of the same search in NetSuite.

📍 Best Practices for Saved Searches and Scheduled Reports
Follow recommendations for naming, workbook organization, refresh frequency, and schedule reliability.

🤖 SuiteQL and AI Query Generator

Go beyond Saved Searches by creating more advanced NetSuite queries.

📍 Use the AI Query Generator and SuiteQL
Generate SuiteQL queries with AI assistance, review the generated query, and retrieve NetSuite data in Excel.


🎓 Self-Paced Training

Build your ExtendInsights skills with guided, self-paced training resources.


🧩 Miscellaneous


💬 Need Help?

Can’t find what you’re looking for? We’re here to help!

💬 Chat with us: Use the in-app messenger (bottom-right of our support site or inside the app).
✉️ Email us: cloudextend-support@celigo.com

Did this answer your question?