)
Written by
Table of Contents
“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.”
PDF exports create outdated snapshots that external users can’t interact with, and you’re constantly generating new versions as data changes.
Here’s how to replace static PDFs with live, interactive data sharing that keeps external users current without constant manual work.
Create live data alternatives using Coefficient
Coefficient transforms static reporting into dynamic collaboration by connecting NetSuite data directly to spreadsheets. External users get live, interactive data they can sort, filter, and analyze, while you eliminate the constant cycle of generating and distributing new PDF versions.
How to make it work
Step 1. Set up auto-refreshing spreadsheets.
Import NetSuite data using Coefficient’s Reports, Records & Lists, or Saved Searches methods. Configure automated refresh scheduling (hourly, daily, weekly) to ensure data stays current, and share via Google Sheets or Excel with appropriate permissions.
Step 2. Create interactive dashboards.
Build dynamic spreadsheet dashboards using imported NetSuite data. Enable external users to filter, sort, and analyze data in real-time while maintaining data security through spreadsheet-level permissions rather than NetSuite system access.
Step 3. Enable collaborative reporting.
Use Coefficient’s field selection capabilities to create customized data views for different external user types. Enable external partners to add comments, annotations, or analysis without affecting source NetSuite data, and provide drill-down capabilities through linked spreadsheet tabs.
Step 4. Implement version control and accessibility.
Maintain a single source of truth that eliminates multiple PDF versions. External users work with familiar spreadsheet interfaces that require no NetSuite training, and you control data exposure through Coefficient’s filtering and field selection features.
Transform static reporting into dynamic collaboration
This approach provides data currency, interactivity, and collaboration capabilities that PDF exports simply can’t match. External users get current, analyzable data while you maintain strict security controls through Coefficient’s controlled data bridge architecture. Replace your PDF exports with live data sharing today.
