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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.”
You can create NetSuite saved searches that display Google Drive attachment links by adding your custom URL fields to the search results and then importing that data into spreadsheets for better analysis.
This approach gives you clickable file references directly in your reports and opens up advanced tracking capabilities that NetSuite’s native interface can’t match.
Build powerful file reference reports using Coefficient
While NetSuite handles the saved search creation, Coefficient transforms those searches into dynamic, automated reports. You get clickable Google Drive links in your spreadsheets plus scheduled refreshes to keep file references current.
How to make it work
Step 1. Create the saved search in NetSuite with your Google Drive URL fields.
Navigate to Reports > Saved Searches > All Saved Searches > New and select your record type. In the Results tab, add your custom Google Drive URL field along with other relevant fields like Customer Name, Transaction Number, and Date. Apply any needed filters and save with a descriptive name.
Step 2. Import the saved search using Coefficient’s Saved Searches method.
Open your spreadsheet and launch Coefficient. Select NetSuite as your data source, then choose “Saved Searches” from the import options. Find your newly created search in the list and import it – the Google Drive URLs will appear as clickable links in your spreadsheet.
Step 3. Set up automated refreshes to keep file references current.
Schedule your import to refresh hourly, daily, or weekly depending on how often file references change. This ensures your reports always show the latest file attachment status without manual updates.
Step 4. Create tracking dashboards that combine multiple data sources.
Build reports that show which records have attached files versus those that don’t. Use conditional formatting to highlight missing file references, and create pivot tables to analyze file attachment patterns by department, customer, or time period.
Start building better file reference reports today
This approach gives you the file visibility NetSuite provides plus the advanced analysis and automation capabilities your team actually needs. Get started with Coefficient to transform your NetSuite saved searches into powerful, automated reporting tools.
