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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.”
You need to share NetSuite reports with external partners, but the reports contain confidential fields like internal costs, profit margins, or proprietary pricing data.
Here’s how to create clean report shares that exclude sensitive information while maintaining the data your partners actually need.
Mask sensitive fields using selective imports with Coefficient
Coefficient provides granular field selection that lets you exclude confidential data at the import level. Instead of sharing full reports and hoping sensitive fields stay hidden, you create “clean” data views where confidential information never appears in the shared spreadsheet.
How to make it work
Step 1. Use selective import for field-level control.
Choose Coefficient’s Records & Lists import method to select only non-confidential fields during setup. Exclude sensitive columns like internal costs, profit margins, employee salaries, or proprietary pricing data before the data ever reaches your spreadsheet.
Step 2. Apply report-level filtering for standard reports.
Import standard NetSuite reports through Coefficient’s Reports feature, then use spreadsheet functionality to hide or delete specific columns before sharing. Apply conditional formatting to obscure sensitive values while maintaining report structure.
Step 3. Create custom data views with SuiteQL.
Use Coefficient’s SuiteQL Query capability to build custom extracts that exclude confidential fields entirely. Write queries that aggregate sensitive data into summary metrics without exposing underlying details, or create calculated fields showing relative performance without absolute values.
Step 4. Build separate imports for different sharing scenarios.
Create multiple Coefficient imports for various external relationships, each with pre-configured field selections that align with specific confidentiality requirements and partner access levels.
Share relevant data while protecting sensitive information
This approach eliminates accidental data exposure risks while maintaining automated refresh capabilities. Unlike NetSuite’s complex role-based security, you create filtered data views that contain only appropriate information for each external relationship. Start creating secure, masked report shares today.
