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You can automatically populate Excel executive templates with NetSuite custom field data that contains critical business metrics and classifications. This eliminates manual data entry while ensuring executive reports include all relevant custom field information.
Here’s how to extract NetSuite custom fields directly into Excel templates with automated updates that keep executive reporting current and comprehensive.
Populate executive templates with NetSuite custom fields using Coefficient
Coefficient accesses all NetSuite custom fields through its Records & Lists import method with drag-and-drop organization. This ensures executive templates include the business-specific data that standard NetSuite reports often miss.
How to make it work
Step 1. Import records with full custom field selection.
Use Records & Lists to pull any NetSuite record type including all available custom fields. The system shows all custom fields with limited exceptions for certain field types, ensuring comprehensive access to your business-specific data.
Step 2. Organize fields to match template structures.
Use drag-and-drop field ordering to arrange custom fields in the same sequence as your existing Excel templates. This maintains template consistency and ensures executive familiarity with report layouts.
Step 3. Apply custom field filtering for executive focus.
Filter on custom field values to focus on executive-relevant data like specific business segments, priority customers, or key performance metrics. This ensures templates contain only the information executives need for decision-making.
Step 4. Schedule automatic template population.
Set up refresh schedules that update executive templates automatically with current custom field data. This eliminates manual data entry errors while ensuring executives always see the latest business metrics and classifications.
Step 5. Combine custom fields from multiple record types.
Create comprehensive executive dashboards that combine custom fields from Customers, Items, Transactions, and other records. This provides holistic executive views that include all relevant custom field data in single reports.
Start automating your executive template population
Automated custom field population eliminates manual data entry while ensuring executive reports include all business-critical information stored in NetSuite. Your templates stay current and comprehensive without manual maintenance. Connect your NetSuite custom fields to Excel templates today.
