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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.”
You can schedule automated NetSuite data refreshes in Excel that eliminate weekend manual work and prepare reports automatically. This provides flexible scheduling options that run without user intervention.
Here’s how to set up automated refresh schedules that keep your Excel reports current while eliminating the weekend preparation work that delays Monday morning reporting.
Set up automated NetSuite refresh scheduling using Coefficient
Coefficient provides hourly, daily, and weekly scheduling options with timezone-based timing. The automated refreshes run in the background, so your reports update without manual intervention or weekend work.
How to make it work
Step 1. Configure refresh schedules during import setup.
Choose from hourly, daily, or weekly refresh frequencies based on how often your NetSuite data changes and when you need updated reports. Set the timing to align with your business reporting cycles and team schedules.
Step 2. Set timezone-based scheduling for optimal timing.
Configure refreshes to run during optimal business hours based on your timezone. This ensures reports update when your team needs them without running during peak NetSuite usage times that might slow performance.
Step 3. Combine multiple scheduled imports for comprehensive reporting.
Set up multiple imports within single workbooks with synchronized scheduling. This allows complex reporting workflows that combine financial data, transactions, and operational metrics to refresh automatically as a complete package.
Step 4. Add manual refresh options for flexibility.
Include on-sheet refresh buttons for times when you need updated data between scheduled refreshes. This provides flexibility for urgent analysis while maintaining your automated schedule for routine reporting.
Step 5. Monitor and manage automated workflows.
Use import naming and organization features to manage multiple automated reporting workflows. The system handles error management and re-authentication automatically, minimizing the need for weekend troubleshooting.
Start your automated NetSuite scheduling
Automated refresh scheduling eliminates weekend manual work while ensuring your Excel reports stay current automatically. Your Monday morning reports are ready without weekend preparation, and urgent updates are available on-demand. Set up your NetSuite refresh scheduling today.
