Creating a center tab to display the reports in addition to the home dashboard.

Scenario: Need to display the reports in addition to the one displayed in the home dashboard in NetSuite.

Solution:

Go to Customization > Centers and Tabs > Center Tabs > New.

In the Label field, enter a name for the tab.
Users click the name to view the contents of the tab.
From the Center list, select the center for which you want to add the tab.
If you want to show the tab in all centers, select -All-.
Click the Content subtab. Then, on the Categories subtab, in the Name column, enter a name for a category of links. After creating the categories, you will later follow the steps in Creating Center Links to assign specific links to each category.
Click Add.

Add all the category links that should appear on the tab.
Click the Portlets subtab.
In the Type column, add Links.
In the Column, enter left, right, or center to define the location where the portlet appears on the tab.
To have the link show, check the Show box.
Click Add.
Add all the required portlets to the tab.
Click the Audience subtab.
Click Save.

Add the reports and other dashboard items to the new center tab and publish the dashboard by creating a new one with the provision to publish in new center tab.

Leave a comment

Your email address will not be published. Required fields are marked *