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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.”
Financial teams need quick access to income statements. But exporting from NetSuite and updating spreadsheets takes time you don’t have.
What if your income statement data could flow directly into Google Sheets? And stay fresh automatically?
TLDR
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Step 1:
Install Coefficient from Google Workspace Marketplace
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Step 2:
Connect your NetSuite account
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Step 3:
Select Import from Reports and choose Income Statement Report
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Step 4:
Configure your report parameters
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Step 5:
Set up auto-refresh to keep data current
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-on and connect it to your NetSuite account:
- Open Google Sheets > Extensions > Add-ons > Get add-ons > Install Coefficient from Google Workspace Marketplace
- Once installed, open the Coefficient sidebar by clicking Extensions > Coefficient > Launch
- In the sidebar, click “Import Data”
- Select “NetSuite” from the list of available connectors
- Follow the authentication prompts to connect your NetSuite account
Step 2: Import your Income Statement Report
Now that you’re connected, let’s import your Income Statement Report:
- In the Coefficient sidebar, select “NetSuite” from your connected accounts
- Click on “Reports” from the data source options
- Search for or scroll to find “Income Statement Report”
- Select the report and configure any parameters (date range, subsidiaries, etc.)
- Click “Import” to bring the data into your spreadsheet
Step 3: Set up auto-refresh for your report
Keep your Income Statement data fresh with automated updates:
- In your sheet with the imported data, click on the Coefficient icon in the sidebar
- Find your imported report and click the three dots menu
- Select “Schedule Refresh”
- Choose your preferred frequency (hourly, daily, weekly)
- Optionally, set up Slack or email notifications for when data refreshes
Available NetSuite reports and objects
NetSuite offers various reports and objects you can import into Google Sheets using Coefficient:
Reports
- Comparative Income Statement
- General Ledger Report
- Income Statement Report
Objects
- Lists
- Saved Searches
- Datasets
- Records
Take control of your financial reporting
Importing NetSuite Income Statement Reports into Google Sheets doesn’t have to be a manual chore. With Coefficient, you’ve got a direct pipeline to your financial data that stays fresh automatically.
Financial teams can now spend less time exporting and formatting data and more time analyzing it. Your Income Statement Reports become living documents that update themselves.
The best part? No more outdated numbers or version control issues. Everyone works from the same current data, making financial decisions faster and more confidently.
Plus, with automated refreshes and alerts, you’ll always know when important financial metrics change. No more surprises at month-end.
Try CoefficientReady to transform how you work with NetSuite financial data?today and see how much time you can save on financial reporting.
Related NetSuite Use Cases
How to Import Income Statement Reports from NetSuite into Google Sheets
Learn how to import NetSuite Income Statement Reports directly into Google Sheets using Coefficient. Get real-time financial data with automated refreshes for better financial analysis and reporting.
How to Import NetSuite Datasets into Google Sheets
Learn how to seamlessly import NetSuite Datasets into Google Sheets using Coefficient. This step-by-step guide shows you how to access, analyze, and automate your financial data.
How to Import NetSuite Lists Data into Google Sheets
Learn how to seamlessly import NetSuite Lists data into Google Sheets using Coefficient, enabling real-time financial data analysis and automated reporting.
Frequently Asked Questions
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How to generate Income Statement Report in NetSuite?
To generate an Income Statement Report in NetSuite:
- Log into your NetSuite account
- Navigate to Reports > Financial > Income Statement
- Set your desired parameters (date range, subsidiaries)
With Coefficient, you can skip manual exports and pull this report directly into Google Sheets with just a few clicks.
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How to automate importing NetSuite reports to Google Sheets daily?
Automating NetSuite reports requires setting up a refresh schedule:
- Import your report using Coefficient
- Click the three-dot menu next to your import
- Select “Schedule Refresh” and choose daily frequency
Coefficient handles the entire process, ensuring you always have fresh data without manual work.
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How do I create a NetSuite Income Statement Report in Google Sheets?
Creating a NetSuite Income Statement in Google Sheets traditionally requires exporting CSV files and manual formatting. This process is time-consuming and creates static data.Coefficient streamlines this by connecting directly to NetSuite. Just install the add-on, connect your account, select the Income Statement Report, and import. Your data stays live and can be refreshed with one click.
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How to send NetSuite Income Statement Report by email automatically?
To automatically email NetSuite Income Statement Reports:
- Import your report to Google Sheets using Coefficient
- Set up a scheduled refresh
- Configure email notifications in Coefficient’s Automations tab
You can schedule emails to be sent after each refresh, ensuring stakeholders always have the latest financial data.
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How to send slack alerts about Income Statement Report data from NetSuite?
Setting up Slack alerts for NetSuite Income Statement data is simple:
- Import your report using Coefficient
- Go to the Automations tab in the Coefficient sidebar
- Select “Slack Alert” and configure your conditions
Coefficient can notify your team when specific financial metrics change, like when expenses exceed a threshold or revenue hits targets.
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