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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 provides limited drill-down capabilities and lacks the flexibility to create custom drill-down paths that executives require for financial analysis. CFOs need to start with high-level summaries and quickly access supporting transaction details without running multiple reports or switching between systems.
Here’s how to create comprehensive drill-down financial reports that combine NetSuite summary data with detailed transaction-level information in connected dashboards.
Build multi-level drill-down reports with NetSuite data using Coefficient
Coefficient excels at creating drill-down financial reports by combining NetSuite summary data with detailed transaction information in connected spreadsheet dashboards. You get custom drill-down paths that NetSuite’s native reporting simply can’t provide.
How to make it work
Step 1. Import both summary and detail data simultaneously.
Use Reports method for high-level financial statements like Trial Balance and Income Statement, Records & Lists for detailed Account and Transaction records, and Saved Searches for pre-configured drill-down queries. This creates the foundation for multi-level analysis.
Step 2. Create linked dashboard architecture.
Build Google Sheets with summary dashboard showing key financial metrics, detail sheets containing transaction-level data, and hyperlinked connections between summary and detail views. This enables seamless navigation from high-level metrics to supporting transactions.
Step 3. Implement advanced filtering for dynamic drill-down paths.
Use Coefficient’s AND/OR filtering logic to create dynamic drill-down paths by account categories and subcategories, time periods and date ranges, departments, subsidiaries, or cost centers, and transaction types and amounts. This provides the flexibility executives need for comprehensive analysis.
Step 4. Enable complex data joins and automated updates.
Leverage SuiteQL Query capability for complex joins between summary and detail data. Set up automated refresh scheduling to keep drill-down data current, and include custom field support for detailed transaction attributes that provide complete context.
Eliminate time-consuming report switching with integrated drill-down analysis
Drill-down financial reports provide CFOs with the ability to start with high-level summaries and access individual transactions without switching systems. This eliminates the time-consuming process of running multiple NetSuite reports and enables faster financial analysis. Create your drill-down financial reports today.
