Reports & Analysis
Tips and techniques to get more out of Financial Reporting
10 articles
- Pre-Built ReportsExtendInsights FRE | Launch a CFO Flash Report, Income Statement, Balance Sheet, or Budget Report in seconds using the Quick Start experience
- 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 | View the transactions behind any XAVI formula result and navigate directly to the corresponding records in NetSuite
- 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
- Using 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 reeport using standard and custom fields