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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 saved searches for cash position analysis often fail to execute reliably when scheduled, and the native email delivery system frequently breaks down. You need your existing saved search logic to run automatically with dependable daily delivery.
Here’s how to transform existing NetSuite saved searches into automated daily cash position reports that actually work consistently.
Automate saved search execution with Coefficient
Coefficient imports any existing NetSuite saved search and adds reliable automated scheduling that NetSuite’s native system lacks. Your existing search logic and filters are preserved while gaining enhanced automation capabilities.
How to make it work
Step 1. Import existing cash position saved searches.
Select any saved search from your NetSuite account through Coefficient’s Saved Searches method. This preserves your existing search criteria, filters, and logic while enabling automated refresh capabilities that NetSuite’s native scheduling can’t provide reliably.
Step 2. Set up daily automated execution.
Configure daily refresh scheduling at your specified time with timezone-based execution, ensuring reports are ready when your business day begins. Unlike NetSuite’s unreliable saved search email delivery, this system executes consistently without the failures that disrupt daily workflows.
Step 3. Enhance saved search capabilities.
Add sorting options to imported results, use manual refresh buttons for immediate updates, preview the first 50 rows with real-time updates, and apply drag-and-drop column reordering. These enhancements aren’t available in NetSuite’s standard saved search display.
Step 4. Combine multiple saved searches for comprehensive reporting.
Import multiple cash-related saved searches into a single Google Sheet for complete daily cash flow analysis. Combine cash position searches with transaction activity searches and account balance searches for comprehensive visibility that NetSuite’s individual saved searches can’t provide.
Make your saved searches work reliably
Existing NetSuite saved search logic shouldn’t be wasted due to unreliable scheduling. Transform your saved searches with Coefficient to get the daily automation and reliability you need for consistent cash position reporting.
