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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 can build robust data pipelines that automatically pull NetSuite financial data into Google Sheets for month-end reporting. These pipelines refresh after period close, giving you immediate access to final numbers without manual data preparation.
Here’s how to set up automated reporting dashboards that consolidate multiple NetSuite reports and eliminate manual month-end data gathering.
Build comprehensive reporting pipelines using Coefficient
Coefficient connects multiple NetSuite data sources into unified Google Sheets dashboards. You can combine financial reports, transaction records, and custom data with automated refresh scheduling that aligns with your close timeline.
How to make it work
Step 1. Configure your data sources.
Set up connections to NetSuite financial reports like Income Statement, Trial Balance, and General Ledger. You can also import transaction records and custom data using the Records & Lists method. Each data source maintains its native NetSuite formatting and calculation logic.
Step 2. Consolidate reports into dashboard tabs.
Organize multiple NetSuite reports into separate Google Sheets tabs within a single workbook. This creates a comprehensive month-end dashboard where executives can access all financial data from one location. Configure each tab with appropriate subsidiary and department filtering.
Step 3. Schedule post-close refresh timing.
Set daily refreshes to run after your typical period-close completion time. The system uses your timezone settings to ensure accurate timing. You can also add manual refresh buttons for immediate updates during month-end verification procedures.
Step 4. Set up SuiteQL for complex metrics.
Use SuiteQL queries to create custom management metrics that combine data from multiple NetSuite records. These queries can handle up to 100,000 rows and support complex joins and aggregations that standard reports can’t provide.
Step 5. Test with preview functionality.
Use the 50-row preview feature to verify that all reports are pulling correct data with proper period settings. Test manual refresh capabilities to ensure the pipeline works during high-pressure close deadlines.
Automate your month-end reporting process
Automated pipelines eliminate the manual download-clean-upload cycle that consumes hours during month-end close. Your management dashboards stay current with live NetSuite data, and you avoid the transcription errors that occur under close pressure. Set up your automated reporting pipeline today.
