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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.”
The maintenance burden of NetSuite saved searches grows exponentially with each department’s unique requirements, requiring administrator involvement for modifications and creating version control challenges that slow down reporting processes.
Here’s how to consolidate multiple department-specific saved searches into flexible data imports that eliminate ongoing maintenance overhead.
Replace multiple saved searches with single comprehensive imports using Coefficient
Coefficient significantly reduces NetSuite saved search maintenance overhead by replacing department-specific saved searches with flexible data imports that serve multiple reporting needs. Instead of maintaining separate saved searches for finance GL analysis and operations fulfillment tracking, import Transaction records once with all necessary fields in NetSuite .
How to make it work
Step 1. Consolidate saved searches into comprehensive Records & Lists imports.
Replace multiple department-specific saved searches with single Records & Lists imports that pull comprehensive data sets. Import Transaction records with GL accounts for finance, fulfillment data for operations, and customer information for sales – all in one import.
Step 2. Enable self-service data manipulation for departments.
Department users can modify filtering, sorting, and field selection through Coefficient’s interface without NetSuite administrator involvement. This eliminates the request-and-wait cycle for saved search modifications when business requirements change.
Step 3. Use drag-and-drop field selection for customization.
Customize data views using Coefficient’s field selection capabilities without creating new saved search configurations in NetSuite. Add or remove fields, change sorting, or apply new filters without administrator involvement.
Step 4. Eliminate version control with spreadsheet-based analysis.
Spreadsheet-based analysis eliminates the need to maintain multiple saved search versions for different reporting periods or departmental variations. Create different analysis views in separate sheets while working from the same source data.
Step 5. Handle custom field changes without saved search updates.
When NetSuite custom fields change, update field selections in Coefficient imports rather than modifying multiple saved searches across departments. This reduces testing and validation cycles significantly.
Transform maintenance from burden to one-time setup
This approach transforms saved search maintenance from an ongoing administrative burden into a one-time data connection setup, with all customization handled through familiar spreadsheet interfaces. Reduce your maintenance overhead today.
