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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 native scheduled reports only deliver to email, creating manual steps to get data into Google Sheets for dashboard automation. Financial teams need direct integration that updates spreadsheets automatically.
Here’s how to set up daily automated reporting that flows directly into Google Sheets without email intermediaries or manual data transfer.
Direct report automation using Coefficient
Coefficient provides superior automated NetSuite reporting compared to native scheduled reports. Instead of email delivery, reports update directly in Google Sheets with customizable scheduling and real-time data preview.
How to make it work
Step 1. Select your NetSuite report type.
Choose from standard reports including Comparative Income Statement, General Ledger, Income Statement, and Trial Balance. Each report supports customizable reporting periods and date ranges.
Step 2. Configure report parameters.
Set up accounting book selection for multi-book environments, subsidiary and department filtering for multi-entity reporting, and view mode selection for different reporting perspectives.
Step 3. Set daily scheduling.
Configure daily refresh schedules through Coefficient’s scheduling interface. Set timezone-based execution times for consistent reporting and enable automatic refresh notifications for stakeholders.
Step 4. Preview and validate.
Use real-time data preview before scheduling to ensure report accuracy. The preview shows actual data from your NetSuite environment, so you can verify parameters are correct.
Step 5. Maintain Google Sheets formatting.
The integration preserves any additional calculations or visualizations you’ve built in Google Sheets while updating the underlying NetSuite data automatically.
Streamline your daily financial reporting
Automated report scheduling ensures executives always have current financial data without manual intervention while supporting multi-subsidiary reporting in consolidated sheets. Automate your reports today.
