Skip to content

CLOUDEXTEND BLOG

Learn About Industry Trends, Best Practices, and Current Events

3 Lessons for Leveling Up NetSuite Reporting

Why Better NetSuite Reporting Matters

Reporting is one of the most essential capabilities inside any business. It’s how teams transform raw data into insights, trends, and action plans. But reporting isn’t just about placing numbers into spreadsheets or turning information into colorful charts—it’s about timely, accurate visibility that drives confident decision-making.

When a business lacks reporting expertise, the right tools, or enough time, reporting can quickly become more burdensome than beneficial. By the time manual reports are pulled together, the numbers may already be outdated, incomplete, or too slow to support real-time decisions.

This is why NetSuite has become such a powerful system for growing organizations. Its ERP data structure gives teams a strong foundation for reporting and analytics. However, even with NetSuite’s built-in capabilities, many users still run into the same roadblocks:

  • Manual processes
  • Limited native reporting features
  • Complex multi-source data needs
  • Time-consuming updates and data reconciliation

If you’re feeling these pains, you’re not alone—and you’re in the right place.

Many organizations turn to ExtendInsights, CloudExtend’s Excel integration for NetSuite, to automate reporting, streamline updates, and gain real-time visibility. Here are three lessons companies have learned after transforming their reporting workflows with ExtendInsights.

Lesson 1: A Little Bit Goes a Long Way

Company: Jack Lingo Asset Management (JLAM)
Industry: Real Estate Investment and Development

Controller Ian Goodenough manages financial reporting across NetSuite and multiple outside systems. To centralize reporting, his team relied heavily on Excel templates that needed to be manually uploaded into NetSuite using native CSV imports.

This process was functional—but slow, manual, and prone to bottlenecks.

Once JLAM implemented ExtendInsights, the difference was immediate. Instead of a team needing to classify and reconcile data manually, ExtendInsights delivered powerful automation that scaled effortlessly.

Ian describes ExtendInsights as providing “a lot of muscle” for their reporting workflows. He can now upsert data into NetSuite almost instantly, and real-time validation alerts him to errors before uploading.

“Utilizing ExtendInsights has refined the import process, reducing the time from one minute when performed through NetSuite’s native interface to a swift 10 seconds,” Ian said. “It doesn’t sound like much, but when you’re importing a lot of different data from other places, it adds up to a lot.”

Multiply a few seconds saved across hundreds of uploads, and the operational impact becomes enormous.

Lesson 2: Stop. Copying. And. Pasting. (It’s Just Not Worth It!)

Company: MacKenzie-Childs
Industry: Home Décor and Retail

MacKenzie-Childs creates highly desired handmade home products. With omnichannel sales and fast-moving data, the team needed consolidated reporting that supported growth.

After implementing NetSuite, Chief of Staff Liz Rozwood still found herself spending up to 20 hours per week copying and pasting data into spreadsheets. With complex reporting needs and fragmented data, manual work was overwhelming.

That’s when she turned to ExtendInsights.

With ExtendInsights’ Excel integration for NetSuite, MacKenzie-Childs now receives hourly refreshed data directly into Excel, making reporting nearly effortless. The team can:

  • Instantly compare year-over-year performance
  • Provide sales teams with real-time item availability
  • Run granular analytics on large datasets
  • Break apart oversized Saved Searches
  • Push clean data into Power BI to rebuild dashboards
  • Embed visual dashboards back into NetSuite

Liz estimates that ExtendInsights has saved the company up to 1,000 hours per year—time now spent on higher-value analysis and strategic work, not copy/paste tasks.

“CloudExtend makes it so we’re not wasting 20 hours a week copying and pasting,” Liz explained. “Instead, we’ve freed up to 1,000 hours a year for new analysis and driving the business forward.”

Lesson 3: Ditch the CSV (It Can Be Done!)

Company: ClearStar
Industry: Background Checks and Drug Screening Services

As ClearStar scaled beyond QuickBooks and moved into NetSuite, they hit a familiar challenge: the native CSV process wasn’t fast enough for the volume of data updates required.

Reporting and loading data became a daily struggle—slow, manual, and inefficient. With thousands of records to update regularly, ClearStar needed a better way.

ExtendInsights changed everything.

With ExtendInsights, ClearStar now updates thousands of NetSuite records per day directly from Excel with real-time validation, bulk uploads, and automated scheduling.

Craig, a key team member responsible for daily data operations, shared:

“Every day, I am using ExtendInsights, updating thousands of records. If it wasn’t for ExtendInsights, I wouldn’t be here because there’s no way I could do this manually. I think it’s saved a whole year of my life. I can’t imagine doing my job without ExtendInsights.”

ExtendInsights freed an entire year of manual effort—literally.

Putting It into Practice

Whether your organization needs to:

  • Streamline NetSuite data updates
  • Eliminate manual copy-and-paste processes
  • Improve analytics speed and accuracy
  • Update NetSuite without CSV files
  • Build Excel and Power BI reports with live NetSuite data

. . . ExtendInsights can help you level up your NetSuite reporting instantly.

If you’re ready to learn your own lessons—and discover how much time, accuracy, and visibility you can gain—now is the perfect moment.

Try ExtendInsights free for two weeks and take your NetSuite reporting to the head of the class.