Master NetSuite Reporting in Excel: A Guide for CFOs and Finance Teams

Download this guide to learn how to extend NetSuite reporting into Excel using tools like Solution 7, enabling finance teams to build refreshable reports, drill into transaction-level data, and share insights with stakeholders who may not have direct NetSuite access.

Download Whitepaper

Unlock More Powerful Financial Reporting with NetSuite and Excel

Finance teams rely on NetSuite’s powerful ERP and reporting capabilities to manage complex financial data, but many organizations still struggle to present insights in flexible, accessible formats for stakeholders.

This whitepaper explores how finance leaders can combine the power of NetSuite with the flexibility of Excel to create dynamic financial reports, dashboards, and analysis tools that improve decision-making across the business.

What You’ll Learn

Inside this whitepaper, you’ll discover:

How NetSuite’s reporting framework works and why it’s a powerful foundation for financial analysis
Common NetSuite financial reporting challenges finance teams encounter
When and why finance teams still rely on Excel for financial reporting
How to create refreshable NetSuite dashboards and reports in Excel
Ways to streamline board packs, forecasts, budgets, and financial templates
How finance teams can drill down to transaction-level NetSuite data directly from Excel

Why Finance Teams Combine NetSuite with Excel

NetSuite provides a unified cloud ERP with a single source of financial data, customizable reports, and powerful dashboards.

However, finance teams often need additional flexibility to:

Customize financial report layouts
Add forecasting or “what-if” scenarios
Share reports with executives and board members
Combine NetSuite data with external datasets
Build visual dashboards or pivot-based analysis

By integrating NetSuite data with Excel, finance teams can create flexible, refreshable reports and dashboards tailored to their business needs.

Who This Guide Is For

This whitepaper is designed for:

CFOs and finance leaders looking to improve financial visibility
Controllers and accounting teams responsible for financial reporting
NetSuite users who want more flexible reporting capabilities
Finance teams evaluating a NetSuite Excel connector

Whether you’re currently using NetSuite or considering it, this guide will help you understand how to enhance reporting workflows and unlock deeper insights from your financial data.

Build Better NetSuite Reports in Excel

With the right tools, finance teams can create live, refreshable financial dashboards in Excel that connect directly to NetSuite data. This allows teams to: