NetSuite Reporting in Excel

Get Clarity, Speed, and Control Over Your NetSuite Financials

No more manual exports or confusing dashboards. Just connect your NetSuite account, and start building clear, real-time financial reports in minutes. With easy-to-use tools and live data, SuiteReport enhances your NetSuite reporting capabilities directly in Excel, letting you make smarter decisions.

Build Smarter Reports, Faster
Live NetSuite Data, Directly in Excel
Automate Recurring Finance Tasks
Seamless & Secure NetSuite Integration
Visualize and Analyze with Clarity
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Build Smarter Reports, Faster
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Build Smarter Reports, Faster

You don’t need to switch between tools or wait for saved searches to finish. SuiteReport brings reporting into Excel, where finance teams are already working.

Generate custom reports in seconds using SuiteReport formulas Create saved searches directly in Excel without logging into NetSuite Design and reuse templates for month-end, audits, and board reporting Build formulas with dropdowns inside Excel without writing any code
Live NetSuite Data, Directly in Excel
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Live NetSuite Data, Directly in Excel

Waiting on exports or dealing with static reports slows everything down. SuiteReport connects Excel directly to your NetSuite data, so your numbers are always current.

Access real-time NetSuite data across subsidiaries, GLs, vendors, and more Use dynamic pivot tables to analyze performance instantly Filter reports live within Excel, no need to re-export
Automate Recurring Finance Tasks
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Automate Recurring Finance Tasks

Recurring tasks shouldn’t take up hours every cycle. With SuiteReport, you can upload structured budgets straight from Excel into NetSuite.

Upload structured budgets to NetSuite from Excel Save complex filters and logic as named variables Toggle zero suppression to keep reports clean and focused
Typical Reports we support in Excel
Consolidated P&L Balance Sheet Cashflow Board Reporting
10Q & 10K 1099 Trustee Reporting Annual Returns
Accounts Receivable Accounts Payable Inventory
Actual vs Budget Budget vs Forecast Forecast vs Revised Forecast Previous Period Comparison
Profitability Analysis Cost Center Reporting Budget vs. Actuals Sales Performance Reports
Seamless & Secure NetSuite Integration
Warranty information of the asset
Seamless & Secure NetSuite Integration

SuiteReport connects directly to your NetSuite instance using your internal setup. There are no external systems or data transfers involved. All data stays within your secure environment.

Connects to NetSuite using a secure ODBC connection No third-party data handling; all data stays within your NetSuite environment Complies with NetSuite's built-in security protocols Meets Microsoft security standards as a registered Azure application Fully GDPR compliant
Visualize and Analyze with Clarity
Allocation of assets
Visualize and Analyze with Clarity

Finance teams shouldn’t have to rebuild reports every time numbers change. With SuiteReport, your charts, pivots, and layouts stay live and linked to your NetSuite data.

Create clear, presentation-ready reports in Excel without reformatting Use charts, pivots, and layouts that stay live with your NetSuite data Build management accounts, board packs, or reconciliations that update with one click Maintain consistency in formatting, logic, and structure across all reports