NetSuite permissions audit using saved searches and reports

using Coefficient excel Add-in (500k+ users)

Enhance NetSuite permissions auditing beyond saved search limitations. Import existing searches and supplement with role data for complete audit coverage.

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NetSuite’s saved searches fall short for comprehensive permissions auditing because they can’t directly query role permission details or cross-reference user assignments with actual permissions effectively.

You can enhance your existing saved searches by combining them with additional data sources to create the complete audit coverage you need.

Supplement saved searches with direct role data using Coefficient

Coefficient lets you import your existing saved searches while adding the missing pieces that NetSuite and NetSuite searches can’t provide. This approach leverages your current search investments while filling the gaps for complete audit trails.

How to make it work

Step 1. Import your existing permission-related saved searches.

Use Coefficient’s Saved Searches import method to bring in any user role assignment searches you’ve already created. This preserves your existing search logic and criteria.

Step 2. Import Role records to fill the gaps.

Create a separate import using Records & Lists to pull Role records with detailed permission settings. Select fields that your saved searches can’t access, like specific permission levels and inheritance details.

Step 3. Import Employee and User records for organizational context.

Add another import for Employee records to map users to organizational structure. This provides the complete user-to-role-to-permission chain that single saved searches can’t deliver.

Step 4. Create comprehensive analysis with spreadsheet formulas.

Use VLOOKUP, INDEX/MATCH, or pivot tables to combine your saved search results with the direct role data. Build permission inheritance mapping and identify compliance violations that saved searches alone miss.

Step 5. Set up automated refresh schedules.

Configure daily or weekly refreshes to maintain current audit data across all your imported sources. This ensures your comprehensive audit view stays accurate without manual updates.

Get the complete audit picture

This combined approach gives you the comprehensive NetSuite permissions audit capability that saved searches alone simply can’t provide. Start enhancing your audit process today.

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