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“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.”
NetSuite’s standard A/R aging reports have limited customization options and require manual CSV exports that become outdated immediately after download.
Here’s how to create custom aging reports by entity with payment terms that update automatically and provide more comprehensive analysis than standard NetSuite reports.
Build custom aging reports with live data using Coefficient
Coefficient enables live data connections from NetSuite to Excel with custom aging calculations that update automatically, providing more flexibility than NetSuite’s standard aging reports.
How to make it work
Step 1. Set up your NetSuite connection in Excel.
Install Coefficient and complete the OAuth authentication. Your NetSuite admin will need to deploy the RESTlet script for API access.
Step 2. Choose your aging report method.
Use SuiteQL Query for the most flexibility. Create custom aging buckets with payment terms using queries like: SELECT entity, tranid, amount, duedate, terms, CASE WHEN duedate >= CURRENT_DATE THEN ‘Current’ WHEN duedate >= CURRENT_DATE – 30 THEN ‘1-30 Days’ ELSE ’60+ Days’ END as aging_bucket FROM transaction WHERE type = ‘Invoice’ AND status = ‘Open’
Step 3. Include entity and payment term details.
Add fields for customer category, credit limit, territory, payment terms, and subsidiary information. This provides more comprehensive entity-level analysis than standard NetSuite aging reports.
Step 4. Configure custom aging periods.
Define aging buckets beyond NetSuite’s standard 30/60/90 day periods. You can create custom periods like 15/45/75 days or industry-specific aging categories based on your business needs.
Step 5. Set up automated refresh scheduling.
Configure daily or weekly updates so aging buckets automatically update as invoices age. This eliminates manual export/import cycles while keeping aging calculations current.
Get more comprehensive aging analysis
This approach provides real-time aging calculations with enhanced entity details that standard NetSuite reports can’t match. Your aging analysis stays current automatically while offering more customization options. Start building your custom aging reports today.
