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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 generate customer-specific invoice reports with itemized product data that combines customer information with detailed product purchase breakdowns in organized Excel format.
This approach creates comprehensive customer-focused reports that show exactly what products each customer purchases, with quantities, prices, and complete purchase history.
Build customer-focused reports using Coefficient
Coefficient provides powerful capabilities for generating customer-specific invoice reports with itemized product data, addressing NetSuite’s limitation of typically providing either customer summaries or detailed product information separately. You can use customer filtering with Transaction Line records to focus on specific customers while showing individual products purchased.
How to make it work
Step 1. Set up customer-filtered Transaction Line import.
Use Records & Lists to import Transaction Line records with customer-based filtering. Apply filters during import to focus on specific customers or customer groups while capturing itemized product detail.
Step 2. Organize data by customer hierarchy.
Structure data to group all invoices and line items by customer. Include customer information (name, class, territory, sales rep) followed by detailed product purchases (SKUs, descriptions, quantities, prices, extended amounts).
Step 3. Include comprehensive purchase history details.
Select fields for customer context (customer name, sales rep, territory, customer class), product itemization (each product purchased separately), invoice context (invoice dates, terms, payment information), and purchase history data for buying pattern analysis.
Step 4. Configure multi-customer reporting capabilities.
Generate reports for multiple customers simultaneously with proper organization. Use date range filtering to focus on specific time periods for customer purchase analysis, and include product categorization for customer preference insights.
Step 5. Set up automated refresh for current data.
Schedule regular updates to maintain current customer purchase data. The automated refresh ensures customer reports stay current with recent purchases and product details.
Start building customer intelligence
Customer-specific reports with itemized product data provide comprehensive insights into customer purchasing patterns, product preferences, and account management opportunities. Generate your customer-focused reports today.
