AI Query Generator + SuiteQL for NetSuite
Use AI-powered queries to quickly generate and download data from NetSuite into Excel
24 articles
- Overview: AI Query Generator for ExtendInsights Analytics NetSuiteExtendInsights Analytics | Learn how the AI Query Generator works with NetSuite to create SuiteQL queries and automate data downloads
- How to Use AI Query Generator + SuiteQL Querying for ExtendInsightsExtendInsights Analytics | Step-by-step guidance on using AI-generated SuiteQL queries to extract data from NetSuite
- ExtendInsights Query Builder Workspace – Interface OverviewExtendInsights Analytics | Understand the AI Query Generator workspace and how to navigate SuiteQL query creation for NetSuite
SuiteQL Query Examples
Explore common SuiteQL use cases for pulling data from NetSuite using ExtendInsights
- Finance | Balance Sheet by Account (As of a Specific Period)This SuiteQL query generates a consolidated NetSuite balance sheet as of a selected period, grouping assets, liabilities, and equity while dynamically resolving the root subsidiary and primary accounting book for…
- Finance | Monthly Profit and Loss by Account (Fixed Monthly Columns)This SuiteQL query returns a pre-pivoted monthly profit and loss by account, with each month shown as a separate column and totals consolidated using NetSuite’s BUILTIN.CONSOLIDATE for accurate multi-subsidiary financial…
- Finance | Monthly Profit and Loss by Account (Pivot Table Friendly)This SuiteQL query returns monthly profit and loss data with months shown as rows instead of columns, making it ideal for Excel pivot tables and dashboards while using NetSuite’s BUILTIN.CONSOLIDATE…
- Finance | Year-to-Date P<his SuiteQL query returns consolidated year-to-date profit and loss totals by grouping accounts into standard finncial statement sections and uses BUILTIN.CONSOLIDATE to ensure results reflect consolidated financials across subsidiaries.
- Vendor Spend by Department and Expense Account (Consolidated)This SuiteQL query returns consolidated vendor spend by department and expense account, making it ideal for departmental budgeting, cost control, and multi-subsidiary reporting in Excel.
- Admin | Accounting Book Usage by Subsidiary (Transaction Line Count)Shows how many transaction lines exist per accounting book and subsidiary, helping you understand multi-book activity and data volume distribution.
- Admin | Custom Lists Inventory (Active Lists Only)Returns all active custom lists in your NetSuite account, including script ID, owner, description, and ordering behavior for governance and documentation.
- Admin | SuiteScript Inventory and Deployment Status ReportProvides a complete inventory of SuiteScript files in your NetSuite account, including script type, owner, version classification, and deployment status.
- Admin | Custom Record Types Inventory by OwnerLists all custom record types in your NetSuite account, grouped by owner, including script ID and description for governance and documentation.
- Admin | Custom Fields InventoryLists all custom fields with type, value type, owner, script id, and last modified date for quick audits and cleanup.
- Admin | NetSuite Feature Enablement and Status ReportProvides a complete list of NetSuite features in your account, showing whether each feature is available, active, and ready for use.
- Admin | NetSuite Employee Login Activity and Access SummaryProvides a quick view of active employees with account access, recent login counts, last login dates, and an activity status to help manage security, adoption, costs, and access reviews.
- Sales | Unified CRM Activities Export (Email, Tasks, and Events in One Dataset)Pulls emails, tasks, and calendar events into a single export for reporting and analysis, something that is not feasible with a single NetSuite saved search.
- Sales | Opportunities Linked to Sales Orders (Bookings Attribution)Connects opportunities to resulting sales orders so sales and finance teams can tie pipeline to bookings and validate conversion outcomes in Excel.
- Sales | SuiteQL for Top 10 Sales Reps“This SuiteQL query shows how to calculate net invoice revenue by sales representative in NetSuite. It demonstrates how to use mainline = ‘T’, subtract tax lines (taxline = ‘T’), and…
- Finance | Revenue Recognition Status by Customer and Item (Deferred vs Recognized)Shows total contract revenue, recognized revenue, and remaining deferred balance by customer and item, helping finance teams monitor revenue schedules and deferred revenue exposure.
- Finance | COGS by Item and Location (Inventory & Margin Analysis)This SuiteQL query returns Cost of Goods Sold and units sold by item and location, enabling margin analysis and operational reconciliation directly in Excel.
- Finance | AR Aging Total Summary (Single Row with Aging Buckets)This query returns a single AR aging summary row with total open invoices split into Current, 1–30, 31–60, 61–90, and 90+ day buckets. Works across single and multi-currency, single and…
- Finance | AR Aging Detail by Transaction with Sales RepOne row per open invoice with customer, transaction details, days past due, aging bucket, and the point-in-time sales rep stamped on the invoice. Runs on any NetSuite account — single…
- Finance | AR Aging Summary by Customer (Consolidated, One Row per Customer)This SuiteQL query returns one row per customer with open invoice balances split into Current, 1–30, 31–60, 61–90, and 90+ day buckets. Works across single and multi-currency, single and multi-subsidiary…
- Finance | Expense by Account with Vendor Detail (Includes Account Totals)This SuiteQL query returns expense totals by account and vendor, showing account summary rows with totals followed by vendor detail rows, making it easy to build Excel pivot tables and…