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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.”
Traditional NetSuite GL reporting requires creating saved searches with specific criteria for each reporting scenario, creating maintenance overhead and system complexity that grows with every new reporting requirement.
Here’s how to access GL data directly and create multiple reporting views without any custom saved searches.
Access Account and Transaction records directly using Coefficient
Coefficient eliminates the need for custom NetSuite saved searches by providing direct access to Account and Transaction records through its Records & Lists import method. You can pull all GL accounts and apply dynamic filtering for specific account types, subsidiaries, or departments without pre-configured NetSuite saved searches.
How to make it work
Step 1. Import comprehensive Account records with customizable fields.
Use Records & Lists to import all GL accounts with fields like account type, subsidiary, department, and custom fields. This gives you a complete chart of accounts that you can filter and analyze without creating account-specific saved searches.
Step 2. Pull Transaction records for detailed GL analysis.
Import Transaction records with amounts, dates, account references, and any custom fields your finance team needs. Include fields like subsidiary, department, and location to enable multi-dimensional GL reporting.
Step 3. Use Reports method for standard financial statements.
Import Trial Balance and Income Statement data using Coefficient’s Reports method, then enhance with additional record-level detail from your Transaction imports. This combines standard reporting with flexible analysis capabilities.
Step 4. Create SuiteQL queries for complex GL scenarios.
Write custom queries joining Account and Transaction records for advanced GL reporting that would require multiple interconnected saved searches. For example, join Account records with Transaction records to analyze spending patterns by account category.
Step 5. Set up automated refresh scheduling.
Configure daily or hourly refreshes to maintain current GL data without manual saved search execution. Your finance team gets fresh data automatically without system administrator involvement.
Transform static reports into dynamic datasets
This approach transforms static saved search results into dynamic, manipulable datasets where finance teams can create multiple GL views, perform variance analysis, and generate department-specific reports from a single data import. Start building flexible GL reports today.
