Menu
The Menu is the control center for ExtendInsights Analytics. Use this guide to quickly understand where to go based on what you want to manage or review.
At the top of the Menu, you’ll see your profile and current connection details, which help you quickly confirm who is signed in and which account you’re working with.
This section displays:
💡 Always verify the current connection before running reports or schedules to ensure data is pulled from the correct NetSuite or other connections environment.
Data Sources
Use this when you want to:
View the platforms available in ExtendInsights
Switch between connected data sources
This section helps users working across multiple systems manage data sources in one place.
Connections
NetSuite Connections
Use this when you want to:
Switch NetSuite roles or environments
View all connected NetSuite accounts
Add a new NetSuite connection
💡 Saved Searches are tied to the workbook, worksheet, and NetSuite account they were originally downloaded from.
➡️ Check out the guide for steps on adding or switching NetSuite connections.
Other Connections
Use this when you want to:
View or manage non-NetSuite data sources
Supported platforms may include:
Salesforce
Google Analytics
Chargebee
Stripe
HubSpot
Schedules
Use this when you want to:
View all existing schedules in one place
Create new schedules
Assign or unassign Saved Searches and queries
Update schedule frequency and timing
Delete schedules that are no longer needed
This is the primary location for managing automation across Saved Searches and SuiteQL queries.
📝 Scheduling is available to trial and Enterprise customers, and workbooks must be saved to OneDrive for Business or SharePoint.
➡️ See guide on how to manage schedules for your saved searches and queries
Logs
The Logs section lets you track all activity across data sources.
You’ll see logs for successful runs, errors, manual downloads, and scheduled downloads.
Use filters to sort by data source or connection to quickly find what you're looking for.
This ensures transparency and helps troubleshoot more effectively.
Settings
For ExtendInsights Analytics, use this when you want to:
Check Microsoft grant status for scheduling
This section ensures ExtendInsights has the access it needs to run scheduled jobs.
Sign Out
Use this when you want to:
Sign out of ExtendInsights
Switch to a different work account
Troubleshoot authentication or session-related issues
Signing out ends your current session. You will be prompted to sign in again the next time you open ExtendInsights.