ExtendInsights Financial Reporting
Build dynamic financial statements, dashboards, and reports using live NetSuite data and XAVI formulas.
25 articles
Admin Setup Guide
Guides on configuration and setup needed for Admins
- Admin: ExtendInsights Financial Reporting Setup GuideExtendInsights FRE | Step-by-step instructions for NetSuite and Microsoft administrators to configure and deploy the Financial Reporting Excel Add-in
- Admin: Configure NetSuite for ExtendInsights Financial Reporting(XAVI)ExtendInsights FRE | Configure NetSuite user permissions
- Admin: Add New Users to ExtendInsights Financial ReportingExtendInsights FRE | Admin checklist for onboarding new users
- Licensing: Manage ExtendInsights Financial Reporting Licenses and Administrator usersExtendInsights FRE | Manage users and licenses in the CloudExtend portal
- Admin: Configure Fiscal Calendar Access for ExtendInsights Financial ReportingExtendInsights FRE | Enable Multiple Calendars and grant custom roles access to fiscal calendar information
Getting Started for End-Users
Everything end users need to begin working with Financial Reporting
- 🔍 Find all your important ExtendInsights Financial Reporting Resources in 1 place here!ExtendInsights FRE | Guides, training, and resources to help your team set up and use ExtendInsights Financial Reporting
- End-Users: How to Install and Log in to ExtendInsights Financial Reporting App from Microsoft AppSourceExtendInsights FRE | Install and Login instructions ExtendInsights Financial Reporting
- End-Users: Getting Started with ExtendInsights Financial ReportingExtendInsights FRE | Learn how Financial Reporting works, how it connects to NetSuite, and how to create your first XAVI formula
- The Interface: ExtendInsights Financial ReportingExtendInsights FRE | Learn how to use the task pane’s report-building tools, filters, refresh options, and drill-downs
Reports & Analysis
Tips and techniques to get more out of Financial Reporting
- Pre-Built ReportsExtendInsights FRE | Generate sample reports with Quick Start
- XAVI Formula ReferenceExtendInsights FRE | Complete reference for all supported XAVI formulas, including BALANCE, BALANCECURRENCY, BUDGET, NAME, TYPE, PARENT, RETAINEDEARNINGS, NETINCOME, CTA, and TYPEBALANCE
- Drill-Down: Exploring Transactions Behind a BalanceExtendInsights FRE | Explore XAVI results and navigate to the underlying NetSuite records
- Using Wildcards for Summary ReportsExtendInsights FRE | Use wildcard expressions to summarize account groups for executive reporting, margin analysis, and period comparisons
- Filtering by Subsidiary, Department, Class, Location, Custom Segments, and FieldsExtendInsights FRE | Slice your financial data using NetSuite dimensions and Custom Segments
- XAVI Report Builder: AI-Powered Financial Reports with ClaudeExtendInsights FRE | Build board-ready financial reports in Excel using plain English
- XAVI.TYPEBALANCE: Summarize Balances by Account TypeExtendInsights Financial Reporting | Use XAVI.TYPEBALANCE to return balances by financial category
- Filtering by Custom Segments in ExtendInsights Financial ReportingExtendInsights FRE | Filter financial reports using NetSuite custom segments
- Download Snapshot: Export Reports as Values-Only WorkbooksExtendInsights FRE | Learn how to share spreadsheet or workbooks as values only
- Filtering by Standard and Custom NetSuite Fields in ExtendInsights Financial ReportingExtendInsights FRE | Filter reports and formulas using standard and custom NetSuite fields
Troubleshooting & Error Resolution
Resolve common setup, connectivity, performance, and formula-related issue
- Troubleshooting: Resolving Common ErrorsExtendInsights FRE | Solutions for common issues in Financial Reporting, formula errors, unexpected zeros, slow performance, plus answers to frequently asked questions
- Troubleshooting: XAVI Formula Returns N/AExtendInsights FRE | Identify and resolve errors returned by XAVI formulas
- Troubleshooting: Custom Roles Cannot Generate Financial Reports When Multiple Currencies Is DisabledExtendInsights FRE | Resolve report generation and Quick Start errors for custom NetSuite roles
FAQ
Frequently asked questions
- FAQ: ExtendInsights Financial Reporting Common QuestionsExtendInsights FRE | Frequently asked questions for administrators and end users
- FAQ: How Periods Work with XAVI Formulas (Including Custom Fiscal Calendars)ExtendInsights FRE | Learn how XAVI resolves accounting periods from dates, text, or Internal IDs, including how to handle custom fiscal calendars (4-4-5, 4-5-4, etc.).
- FAQ: Comparing by Department, Location, Subsidiary, and MoreExtendInsights FRE | How to use XAVI formulas to compare financial data across dimensions like department, location, and subsidiary — all in a single Excel report