)
Written by
Table of Contents
“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
You can create automated weekly invoice reports with complete item-level breakdowns that show individual product details for each invoice line, not just customer or date summaries.
This approach transforms scattered invoice data into comprehensive weekly reports with complete item-level visibility using automated scheduling.
Build automated item-level invoice reports using Coefficient
Coefficient addresses NetSuite’s limitation of primarily providing summary-level reporting in native reports. You can access Transaction Line records to capture all invoice line items, providing complete item-level detail with automated weekly scheduling.
How to make it work
Step 1. Set up Transaction Line records import.
Use the Records & Lists method to import Transaction Line records. This captures all invoice line items where each line becomes a separate row showing invoice number, date, customer, plus individual item details.
Step 2. Configure your data structure for item-level detail.
Select fields that include both invoice headers and line items: SKU, description, quantity, unit price, extended amount, invoice number, customer, and date. This creates a comprehensive view with complete item-level visibility.
Step 3. Apply date-based filtering for weekly reports.
Set up filters to focus on recent invoices using date ranges. You can filter by invoice date, customer, or specific product categories to customize your weekly report scope.
Step 4. Schedule weekly automatic refresh.
Configure the scheduling feature to refresh data weekly. Choose your preferred day and time, and the system will automatically pull current invoice data with item-level breakdowns.
Step 5. Format your organized Excel structure.
The output shows item codes, descriptions, quantities, and pricing details in an organized Excel structure. Each invoice line item appears as individual rows with complete product information.
Get your automated reports running
Automated weekly invoice reports with item-level breakdowns give you comprehensive visibility into product sales patterns and customer purchasing behavior. Start building your automated reports today.
