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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.”
You can automatically preserve and apply NetSuite saved search filters when importing to Google Sheets, eliminating the risk of missing filter criteria that commonly occurs with manual export processes. This ensures consistent filtered datasets across all automated refreshes without manual filter recreation.
Here’s how to maintain complex filter logic automatically while adding supplementary filtering capabilities that extend beyond NetSuite’s native search functionality.
Preserve filter logic automatically using Coefficient
Coefficient imports saved searches with all existing filter criteria intact, including complex AND/OR logic combinations. The system maintains complete saved search configurations automatically and applies identical filter criteria with every scheduled refresh, preventing human error in filter application.
How to make it work
Step 1. Import existing saved searches with filters intact.
Select your NetSuite saved search from Coefficient’s import options. All date ranges, field criteria, and logical operators are maintained automatically without manual filter recreation. The system preserves the complete saved search configuration including complex multi-criteria filtering.
Step 2. Validate filter results with preview.
Use the 50-row preview to confirm that all filter criteria are applying correctly before scheduling automatic refreshes. The “Refresh Preview” button lets you verify that complex filter combinations are producing expected results without affecting the underlying saved search logic.
Step 3. Add supplementary filtering for Records & Lists.
Apply additional filter layers using AND/OR logic on top of base NetSuite data when using the Records & Lists import method. This supports Date, Number, Text, and Boolean field filtering that extends beyond your original saved search criteria without modifying the NetSuite search itself.
Step 4. Schedule consistent filter application.
Configure automatic refresh schedules (hourly, daily, weekly) that apply identical filter criteria with every update. This eliminates the common mistake of forgetting to apply saved search filters during manual exports and ensures consistent filtered datasets based on current NetSuite data.
Step 5. Modify filters without returning to NetSuite.
Update filter criteria within Coefficient for Records & Lists imports without needing to modify the original NetSuite saved search. This provides flexibility for analysis while maintaining the automated filter application that prevents manual errors.
Eliminate filter application errors
Automated filter management prevents the human errors that occur when manually applying complex saved search criteria during CSV exports. Your filtered datasets remain consistent across all refreshes, and you can focus on analysis instead of remembering filter combinations. Automate your saved search filters today.
