How to Import Income Statement Report from NetSuite into Excel

Financial teams need quick access to income statements. But exporting from NetSuite and importing into Excel is tedious and error-prone.

What if you could skip the manual exports and have live NetSuite data in Excel?

Step-by-step guide to importing NetSuite Income Statement Reports

Step 1: Install Coefficient and connect to NetSuite

First, you’ll need to install the Coefficient add-in and connect it to your NetSuite account.

• Open Excel
• Go to the Insert tab
• Click Get Add-ins
• Search for “Coefficient” and install it from the Office Add-ins store
• Once installed, open the Coefficient sidebar
• Click “Import Data”
• Select NetSuite from the list of connectors
• Follow the authentication prompts to connect your NetSuite account

Step 2: Import the Income Statement Report

Now that you’re connected, you can import your Income Statement Report.

• In the Coefficient sidebar, select “Import from NetSuite”
• Choose “Reports” from the data type options
• Browse or search for “Income Statement Report”
• Select the report and click “Next”
• Configure any filters you need (date range, subsidiaries, etc.)
• Choose where in your spreadsheet you want the data to appear
• Click “Import” to bring the data into Excel

Step 3: Set up auto-refresh (optional)

Keep your Income Statement data fresh without manual updates.

• In the Coefficient sidebar, find your imported report
• Click the three dots menu (…) next to the report
• Select “Schedule Refresh”
• Choose your preferred refresh frequency (hourly, daily, weekly)
• Set specific times for the refresh to occur
• Click “Save” to activate the auto-refresh schedule

Available NetSuite data in Coefficient

Frequently asked questions

Take control of your financial reporting

Importing NetSuite Income Statement Reports into Excel doesn’t have to be a manual chore. With Coefficient, you can create a live connection that keeps your financial data current and accurate.

Finance teams can now spend less time exporting and importing data, and more time analyzing it. The auto-refresh feature ensures you’re always working with the latest numbers without lifting a finger.

Plus, with the ability to set up alerts and automated report distribution, you can keep stakeholders informed about financial performance without the tedious work of preparing and sending reports manually.

The days of outdated financial data in Excel are over. Your NetSuite Income Statement Reports can now flow seamlessly into your spreadsheets, giving you the real-time insights you need to make better financial decisions.

Try CoefficientReady to streamline your financial reporting process?today and see how easy it can be to keep your Excel spreadsheets connected to your NetSuite data.