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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 report distribution requires manual generation and lacks customization for rep-specific data segmentation. You’re stuck with generic aging reports that don’t match individual sales territories or customer assignments.
Here’s how to automate the data foundation for weekly aging report distribution with rep-specific filtering and consistent formatting.
Eliminate manual export bottlenecks with automated aging data using Coefficient
Coefficient automates the data foundation for NetSuite AR aging report distribution by maintaining live, scheduled updates in Google Sheets. While Coefficient handles the data connectivity and refresh automation, you can use Google Sheets’ sharing features or external tools for final distribution.
How to make it work
Step 1. Set up weekly scheduled imports of NetSuite AR aging data.
Use Coefficient’s Reports method to import NetSuite’s AR Aging Report or Records & Lists method for customer-specific aging data. Configure weekly refreshes to ensure each distribution contains current information.
Step 2. Configure filters to segment aging data by sales rep.
Set up filters for sales rep assignments, territories, or customer segments during the import process. This creates rep-specific aging data automatically without manual sorting.
Step 3. Use Google Sheets’ built-in sharing and notification features.
Share specific sheets or ranges with individual sales reps. Set up Google Sheets notifications to alert reps when their aging data updates weekly.
Step 4. Leverage external tools for automated email distribution.
Connect Google Apps Script or tools like Zapier to your updated aging data for automated email distribution. The consistent data formatting from Coefficient makes this integration straightforward.
Step 5. Maintain consistent formatting through column customization.
Use Coefficient’s drag-and-drop column ordering and field selection to create standardized aging report layouts. Each weekly distribution maintains the same format without manual adjustment.
Transform manual distribution into automated rep-specific reports
Automated aging data refreshes eliminate the export-format-distribute cycle while providing sales reps with current customer aging information. Automate your aging report distribution today.
