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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.”
VBA macros for automating NetSuite report refresh create security restrictions and maintenance headaches. Your IT department blocks macro-enabled files, and the code breaks every time NetSuite updates its interface or authentication methods.
Here’s how to automate NetSuite report data refresh in Excel without any VBA code or macro security issues.
Replace VBA macros with native NetSuite report automation using Coefficient
Coefficient provides enterprise-grade NetSuite report automation through built-in scheduling and import capabilities. You get reliable data refresh without the security restrictions and maintenance overhead of VBA macros.
How to make it work
Step 1. Access NetSuite standard reports directly through the Reports method.
Import Income Statements, Trial Balance, General Ledger, and other standard NetSuite reports without any custom coding. Configure reporting parameters like periods, subsidiaries, and accounting books during setup.
Step 2. Set up automated refresh scheduling through Coefficient’s interface.
Configure hourly, daily, or weekly automated refresh directly through the user-friendly interface. No VBA code required – just select your schedule and the reports update automatically in the background.
Step 3. Import NetSuite saved searches for custom report automation.
Use the Saved Searches method to automate refresh of existing NetSuite saved searches without custom coding. Your pre-configured NetSuite reports update automatically with current data.
Step 4. Build Excel analysis using automatically refreshed report data.
Create your calculations, charts, and dashboards referencing the automatically updated NetSuite report data. Since the refresh happens in the background, your analysis always reflects current business conditions.
Get enterprise automation without the complexity
Native NetSuite report automation eliminates VBA maintenance overhead while providing reliable data refresh for Excel analysis. Automate your NetSuite reporting without macro security concerns.
