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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.”
Different external stakeholders need access to different subsets of your NetSuite data, but you want precise control over what each group can see.
Here’s how to create filtered report views that show each stakeholder only their relevant data while maintaining automated updates.
Create stakeholder-specific filtered views using Coefficient
Coefficient provides advanced filtering capabilities that let you create tailored data views for different external stakeholders. You can apply customer-specific filters, date range limitations, and field-level access control to ensure each stakeholder group sees only their relevant NetSuite data.
How to make it work
Step 1. Configure stakeholder-specific filtering.
Use Coefficient’s Records & Lists import method with AND/OR logic filtering to create tailored data views. Apply date range filters to limit historical data exposure (current quarter only), implement customer or vendor-specific filters so partners see only relevant relationship data, and use department or subsidiary filtering for multi-entity organizations.
Step 2. Implement field-level access control.
Use Coefficient’s field selection capabilities to show only stakeholder-relevant columns while hiding sensitive fields like internal costs, profit margins, or competitive pricing data. Create calculated fields in spreadsheets for derived metrics without exposing source data, and use column reordering to optimize stakeholder data presentation.
Step 3. Set up dynamic view management.
Configure different Coefficient imports for various stakeholder types (customers, vendors, investors) with automated refresh scheduling to maintain current filtered views. Apply consistent filtering rules across multiple report types for each stakeholder group, and use Coefficient’s preview capabilities to validate filtered views before sharing.
Step 4. Create stakeholder access matrix.
Build a matrix of stakeholder types and their appropriate data access levels, then create corresponding Coefficient imports with pre-configured filtering and field selection rules. This ensures consistent, secure external access across all NetSuite data sharing scenarios.
Provide precise data access for each stakeholder
This approach gives you granular control over data exposure without complex NetSuite user provisioning. Each stakeholder gets automated updates with exactly the data they need through familiar spreadsheet interfaces. Set up filtered stakeholder views today.
