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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.”
NetSuite’s native AR aging reports cannot be easily filtered for specific entities during export and require manual PDF/CSV downloads that lack spreadsheet functionality. You need entity-specific aging analysis with the flexibility of Excel calculations.
Here’s how to extract AR aging data for specific entities with automated refresh and enhanced analysis capabilities.
Extract entity-specific AR aging data using Coefficient
Coefficient solves NetSuite AR report Excel integration challenges through multiple import methods. You can access standard AR aging reports with entity filtering, create custom aging calculations, or build analysis from invoice transaction data.
How to make it work
Step 1. Choose your import method.
Use Reports → Accounts Receivable reports for standard aging reports, or Records & Lists → Transaction → Invoice for custom aging analysis. SuiteQL queries work for complex entity-specific calculations with joins.
Step 2. Apply entity-specific filters.
Filter by subsidiary, department, or specific customer entities. For invoice-based analysis, include fields like Customer, Invoice Date, Due Date, Amount, and Remaining Balance to calculate aging buckets manually.
Step 3. Set up aging calculations.
Import data with preserved formatting for standard reports, or use Excel formulas to calculate aging buckets (0-30, 31-60, 61-90, 90+ days) for custom entity-specific metrics when working with transaction data.
Step 4. Schedule automated refresh.
Set up regular refresh scheduling to ensure your AR aging analysis for specific entities stays current without manual intervention. This maintains accuracy for ongoing collections management.
Maintain current AR analysis automatically
Unlike NetSuite’s static report exports, this approach provides automated refresh scheduling with entity-specific filtering for ongoing AR management. Try Coefficient to eliminate manual report downloads.
