NetSuite report builder custom field filtering for non-standard balance sheet format

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

Create non-standard balance sheet formats using NetSuite custom field filtering. Import accounts with custom categorization to build flexible balance sheet layouts beyond Report Builder limits.

“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.”

5 star rating coeff g2 badge

NetSuite’s Report Builder has rigid filtering options for custom fields and can’t create the non-standard balance sheet formats your business needs. You’re stuck with limited layout options and performance issues.

Here’s how to bypass Report Builder limitations and create any balance sheet format using advanced custom field filtering.

Build non-standard balance sheet formats with flexible custom field filtering using Coefficient

Coefficient provides advanced filtering capabilities that surpass NetSuite Report Builder’s constraints. You can apply complex custom field filters and create completely flexible balance sheet layouts that NetSuite native reporting simply can’t handle.

How to make it work

Step 1. Set up advanced filtering during import configuration.

Use Records & Lists to import Account records with complex filter combinations. Apply AND/OR logic on custom fields: Custom_BS_Section = “Non-Current Assets” OR Custom_BS_Section = “Intangible Assets” AND Custom_Include_In_Report = TRUE. No performance issues like Report Builder.

Step 2. Create your non-standard balance sheet structure in spreadsheets.

Build any balance sheet format you need using the filtered custom field data. Group accounts by custom categorization fields and create unique sections impossible in Report Builder. Use FILTER or SUMIFS formulas to organize data by custom field values.

Step 3. Apply multi-dimensional filtering for complex requirements.

Combine custom field filters with subsidiary, department, or class filters. Add date ranges for period-specific reports. Create special asset categories like Strategic Investments (Custom_Category = “Strategic”) or Regulatory Assets (Custom_Type = “Regulatory”).

Step 4. Build reusable templates for ongoing reporting.

Create balance sheet templates that automatically populate with filtered NetSuite data. Maintain your non-standard format across all reporting periods without rebuilding Report Builder configurations. Schedule refreshes to keep templates current.

Get the balance sheet format you actually need

This approach provides the filtering power and formatting freedom that Report Builder can’t match. You create exactly the balance sheet structure your business requires without compromise. Build your custom format and escape Report Builder limitations.

500,000+ happy users
Get Started Now
Connect any system to Google Sheets in just seconds.
Get Started

Trusted By Over 50,000 Companies