Key Takeaways
- Learn how NetSuite Web Query helps you extract and organize your business data for faster, more accurate reporting.
- Discover ways to automate data exports, build custom reports, and share insights with stakeholders.
- See how combining NetSuite and Excel custom segments lets you create Budget vs. Actual reports tailored to your business needs.
What Is NetSuite Web Query?
NetSuite Web Query is the functionality that bridges the gap between your NetSuite data and external reporting tools, so that you can easily extract and analyze data, taking all financial insights into account.
Some of the most common uses of NetSuite Web Query include:
- Merging NetSuite records with outside datasets for comprehensive reports.
- Validating reconciliations and statements as part of month-end closing checks.
- Sharing clean, accessible and secure data exports.
Learn more about how to use NetSuite Web Query functionality in our video-tutorials below.
How to Use Web Query with Excel Power Query
NetSuite Web Query with Excel Power Query enables you to safely pull data from NetSuite and combine it with information outside your accounting system.
With this functionality, you can:
- Extract data for detailed analysis and integration with other systems.
- Implement queries to filter and retrieve specific NetSuite records.
- Export results in formats like Excel, CSV, or XML for flexible use.
- Support workflows that require frequent stakeholder collaboration.
Learn more about it here:
Need help with your NetSuite setup? Our NetSuite-certified CPAs can help.
How to Create Budget vs Actual Reports with NetSuite and Excel
Connecting NetSuite to Excel lets you build Budget vs. Actual reports that include custom segments for more detailed financial tracking.
Using NetSuite with Excel custom segments enables you to:
- Build Budget vs. Actual reports not possible inside NetSuite alone.
- Analyze financial performance by custom dimensions.
- Tailor reports to reflect your unique business structure.
- Use the info to drive business growth.
In this video, we explore how to use NetSuite Budget vs Actuals using Custom Segments:
In this video you can learn more about how to create a dynamic and live Actual vs Budget report with Custom Segments in Excel:
Why Work with a NetSuite Professional?
NetSuite offers extensive functionality and modular features that can be tailored to your business’s unique requirements. However, accessing its full capabilities and configuring it effectively often comes with a learning curve.
Working with a NetSuite-certified professional ensures your system is implemented, customized, and maintained correctly from the start.
At Fusion CPA, our experienced team of NetSuite Controllers can help you set up, integrate, and optimize NetSuite so it works seamlessly for your operations.
Frequently Asked Questions
- What is NetSuite Web Query used for?
NetSuite Web Query helps you extract data into Excel or other formats so you can analyze, share, and report on your business metrics. - Can I create Budget vs Actual reports in NetSuite with custom segments?
By connecting to Excel you can include custom segments and build more flexible Budget vs. Actual reports. - Is NetSuite Web Query secure for sharing data with stakeholders?
Yes, Web Query uses controlled exports, allowing you to share accurate, up-to-date data while maintaining security and compliance.
NetSuite Web Query empowers your team to unlock the full potential of your financial data. If you’d like help configuring these tools, we’re here to guide you.
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This blog article does not provide legal, accounting, tax, or other professional advice. The articles reflect current or proposed tax rules at the time of writing, and we do not update older posts when tax rules change. We expressly disclaim all liability in regard to actions taken or not taken based on the contents of this blog as well as the use or interpretation of this information. Information provided on this website is not all-inclusive and such information should not be relied upon as being all-inclusive.