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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.”
Weekly executive reporting requires consistent data preparation that often creates delays and potential errors when done manually. You can automate the entire process with scheduled NetSuite data refresh that aligns with your reporting cycle.
This eliminates manual report preparation while ensuring executives receive consistently formatted, current data every reporting period.
Automate weekly executive reporting with scheduled NetSuite refresh using Coefficient
Coefficient enables automatic weekly NetSuite and NetSuite data refresh through built-in scheduling capabilities that eliminate manual report preparation. The refresh runs automatically based on your timezone settings, ensuring consistent timing across your organization.
Weekly refresh setup allows scheduling for specific days and times that align with executive reporting cycles. For example, schedule Monday morning refreshes for updated weekend data or Friday afternoon updates for week-end reporting.
How to make it work
Step 1. Set up NetSuite data imports for executive metrics.
Import relevant executive data using Reports for financial statements, Records & Lists for operational metrics, and Saved Searches for custom KPIs. Organize imports to cover all metrics needed for comprehensive weekly reporting.
Step 2. Configure weekly refresh schedules.
Set up weekly refresh cycles for specific days and times that align with your executive reporting needs. Choose timing that provides executives with fresh data when they need it most, such as Monday morning updates or Friday wrap-ups.
Step 3. Coordinate multiple import refresh schedules.
Schedule all related imports to refresh on the same weekly cycle to maintain data consistency across your executive scorecard. This ensures financial, operational, and custom KPI data all reflect the same time period.
Step 4. Set up timezone-based scheduling.
Configure refresh timing based on the timezone of the user who scheduled the task, ensuring consistent execution regardless of where executives access reports. This eliminates confusion about when data was last updated.
Step 5. Monitor automated refresh execution.
The system handles NetSuite’s 7-day authentication refresh automatically and provides notifications for any connection issues. This ensures your weekly reporting continues without interruption or manual intervention.
Make weekly reporting happen without the weekly scramble
Automated weekly refresh eliminates the manual preparation that creates delays and errors in executive reporting cycles. Start scheduling your automatic NetSuite refresh and give executives consistently current data every reporting period.
