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You can generate Excel invoice reports that show each line item with complete descriptions and quantities, rather than NetSuite’s typical summary-level reporting.
This approach creates comprehensive line-by-line reports where each invoice line item appears as separate Excel rows with full product details.
Create detailed line-by-line invoice reports using Coefficient
Coefficient offers superior capabilities for generating line-by-line invoice reports compared to NetSuite’s native reporting, which typically aggregates data rather than showing individual line items. You can import Transaction Line records to capture each invoice line item as separate Excel rows with comprehensive item details.
How to make it work
Step 1. Import Transaction Line records for granular data access.
Use the Records & Lists import method to select Transaction Line records. This captures each invoice line item as separate Excel rows rather than summary totals.
Step 2. Select comprehensive item and quantity fields.
Choose fields including item name, description, quantity, unit of measure, rate, and amount. You can also include item codes, categories, and any custom product fields for complete line item detail.
Step 3. Include invoice context for each line item.
Add invoice header information like invoice number, date, customer, terms, and sales rep. This maintains invoice context alongside each individual line item for complete reporting.
Step 4. Organize your report structure.
Sort data by invoice number, date, or customer for logical report flow. Each Excel row contains complete information: Invoice #, Date, Customer, Item Code, Description, Quantity, Unit Price, and Line Total.
Step 5. Apply custom formatting in Excel.
Use Excel’s native formatting capabilities once data is imported. You can create pivot tables, add conditional formatting, or build charts from the detailed line-by-line data.
Build your detailed invoice reports
Line-by-line invoice reports give you comprehensive visibility into individual product sales and customer purchasing patterns. Start creating detailed invoice reports today.
