- Tyson Andrews
- August 27, 2023
Excel Template
Offering a seamless solution for exporting records and lists into branded Excel spreadsheets, ensuring consistency and professionalism across all data presentations.
Easy to Install
Prevents Conflicting Changes
Plug and Play Solution
This solution is very easy to configure. The demo below demonstrates the configuration steps.
Use Cases
- Streamlined Data Management: Allows businesses to maintain brand standards effortlessly, ensuring consistency across all reports.
- Polished Financial Reports: Simplifies exporting financial data while preserving a professional and polished appearance.
- Branded Inventory Lists: Exports inventory data in branded spreadsheet formats suitable for both internal tracking and external reporting.
- Consistent Sales and Customer Data: Ensures all sales and customer data are presented in cohesive, branded formats for impactful communication.
- Enhanced Professionalism: Strengthens the presentation quality of data exports, increasing their impact and alignment with brand identity.
Excel template solution
Features designed for you
Streamlined Data Export with Professional Branding
NetSuite Excel Templates, developed by Smartes, revolutionizes the way businesses manage and present data. This innovative feature allows users to export records and lists from NetSuite directly into Excel spreadsheets, all while maintaining the company’s branding. Whether you’re presenting financial data, inventory lists, or customer information, NetSuite Excel Templates ensures that your exports are consistently professional and aligned with your brand.
How it Works
NetSuite Excel Templates by Smartes simplifies the process of exporting data from NetSuite into branded Excel spreadsheets. With just a few clicks, users can seamlessly export data that reflects their company’s branding, including logos, color schemes, and other brand elements. This ensures a uniform and professional appearance across all exported data, which is particularly important for businesses that regularly share information with stakeholders. By maintaining brand consistency and enhancing the visual appeal of data presentations, this feature allows your team to focus on more strategic tasks, making your data not only accurate but also engaging and easier to understand.
Yes, the Excel Template feature allows customization to meet your brand’s standards. You can adjust template fields, formatting, and layout according to your reporting needs, ensuring that data exports align with your company’s presentation requirements.
The Excel Template is designed to handle extensive data exports smoothly, allowing seamless transfer of large records to Excel without impacting system performance. It is optimized for speed and accuracy, even with high data volumes.
Absolutely. You can include custom fields in the Excel export by adjusting the template setup in NetSuite. This flexibility supports tailored reporting, ensuring that critical information specific to your organization is included.
You can arrange a demo or get more information by reaching out to us through the contact details provided. Please let us know a date that works for you at least a week in advance and what solution you would like a demo of. We may guide you to a link of one of our demo videos.
You can contact us at sales@entartes.com or call 1-800-606-4404
Smartes is located at 24285 Katy Freeway, Suite 300, Houston, TX 77494
- Tyson Andrews
- November 11, 2024