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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.”
Manually exporting NetSuite saved search results to Excel creates a constant cycle of downloads, updates, and formatting fixes. Auto-refresh capabilities eliminate this repetitive process while keeping your data current.
Here’s how to set up automated saved search imports that refresh on schedule and maintain your Excel analysis without manual intervention.
Automate saved search imports with scheduled refresh
Coefficient provides robust NetSuite saved search integration with automated refresh capabilities. The platform accesses all saved searches in your NetSuite account while preserving existing search criteria and column selections.
How to make it work
Step 1. Import your saved search using Coefficient’s Saved Searches method.
Select any saved search from your NetSuite account through the import interface. The system preserves your existing search criteria, filters, column selections, and NetSuite search logic including custom fields and formulas.
Step 2. Configure auto-refresh schedules based on data criticality.
Set hourly refreshes for critical operational data like inventory levels or sales performance. Use daily updates for financial reporting searches and weekly refresh for periodic reviews. Remember that refresh times are based on the scheduler’s timezone.
Step 3. Build Excel analysis using the imported saved search data.
Create Excel charts, pivot tables, and formulas that reference the imported saved search data. For KPI tracking like DSO or inventory turnover, use formulas like =AVERAGE(SavedSearchData[Days]) that automatically update with fresh data.
Step 4. Maintain the connection with weekly re-authentication.
The 7-day re-authentication requirement aligns well with weekly reporting cycles. Set a reminder to re-authenticate your connection to maintain uninterrupted auto-refresh functionality.
Eliminate manual saved search exports forever
Automated saved search imports keep your Excel analysis current while eliminating the repetitive export-import cycle that slows down your reporting process. Set up your automated saved search connections today.
