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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 custom financial reports typically require manual CSV exports that interrupt workflow and prevent real-time analysis of complex financial data.
Here’s how to eliminate CSV export dependency through direct integration methods that access custom financial report data with live connections.
Access custom financial reports directly using Coefficient
Coefficient eliminates CSV export dependency through direct integration methods that access custom financial report data from NetSuite . Import custom financial reports built as saved searches with preserved logic and formatting.
How to make it work
Step 1. Import custom reports via Saved Searches.
Use the Saved Searches method to import custom financial reports with preserved logic and formatting. Access underlying financial data through Records & Lists for custom report recreation.
Step 2. Build complex custom queries.
Use SuiteQL queries for custom SQL-like financial calculations and joins. Access custom fields used in financial reports with advanced filtering using AND/OR logic.
Step 3. Set up live data connections.
Establish real-time access to custom financial report data without file downloads. Configure automatic refresh scheduling for hourly, daily, or weekly updates.
Step 4. Handle large custom datasets.
Manage up to 100K row limits to accommodate complex custom financial reports while maintaining data relationships and accuracy without CSV integrity risks.
Maintain data integrity without export cycles
This approach is particularly valuable for custom financial reports that combine multiple NetSuite modules or require complex calculations. Start importing your NetSuite custom financial reports directly into Excel.
