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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.”
Coefficient preserves all NetSuite saved search filters and criteria during the export process, maintaining complete data integrity. Complex filter logic, date ranges, and formula conditions transfer automatically without modification.
Here’s how filter preservation works and best practices for managing filtered data in your automated Google Sheets workflows.
Complete filter preservation using Coefficient
Coefficient maintains all saved search criteria including standard filters, date criteria, formula filters, join filters, and summary filters. No filter modification is required during import – everything transfers automatically.
How to make it work
Step 1. Verify filter integrity during import.
Run your saved search in NetSuite and note the result count. Import via Coefficient to Google Sheets and compare row counts to ensure filter integrity. Spot-check filtered criteria in the results to confirm accuracy.
Step 2. Leverage dynamic date filters automatically.
NetSuite saved searches with relative dates like “Last Month” continue working dynamically. Each refresh applies current date context, so scheduled refreshes always get current period data without manual filter updates.
Step 3. Handle complex filter combinations.
Multi-condition filters preserve completely: Transaction Date: Last Fiscal Quarter AND Status: Not Voided AND (Amount > 1000 OR Customer Category = ‘Premium’). All AND/OR logic maintains exactly as configured in NetSuite.
Step 4. Document filters for validation.
Add filter documentation in cell A1:. Create control totals using Google Sheets formulas to verify filter accuracy:
Step 5. Manage filter changes when needed.
To modify filters, edit the saved search in NetSuite – changes reflect on next refresh and update all historical data. Alternatively, create new saved searches to import alongside originals for comparison.
Trust your NetSuite filter logic
Filter preservation ensures your carefully crafted NetSuite search criteria work exactly the same in Google Sheets. Dynamic filters continue updating automatically, maintaining data accuracy without manual intervention. Preserve your filters with reliable NetSuite integration today.
