Setup Dashboard

Jira Code: ME-83

Description:

For each page, NetSuite provides a default dashboard configuration that can be changed to meet individual users’ business needs. Administrators can personalize the dashboards for one or more pages and publish them to a group of users so that they all see a consistent interface. The dashboards that users see depend on their roles. Administrators can choose whether to give individual users the ability to personalize their own dashboards further.

NetSuite offers many types of content for dashboard portlets. To see the content available on a particular page, click the Personalize Dashboard link in the Settings portlet or the Personalize link in the upper right corner of the page. The Personalize Dashboard panel displays the content that you can add to your dashboard on the Standard Content tab. The portlets that you are currently using appear on the Currently Used tab.

Personalize a Dashboard

There are many portlets available in NetSuite and I have used the following portlets for different roles as per their requirement:

• Account Reconciliation Summary: Lists your bank and credit card accounts and displays the key data for matching and reconciliation activities. Information for each account includes the currency, GL account balance, last reconciled balance, last reconciled date, bank (imported) statement balance, bank (imported) statement date, and the number of items that require matching. To view the Bank Register Report for one of the listed accounts, click the hyperlinked account name. If your user role has the permissions for the Reconcile Account Statement page, this portlet is on your dashboard by default. If you remove it, the portlet is available in the Personalize Dashboard panel.
• Custom Search: Shows results from a saved search. In the portlet, click Set Up to select the saved search, specify a custom title for the portlet, the number of results to display, whether to drill down into search results in the portlet or on a new page, and, if the Inline Editing feature is enabled, whether to enable inline editing of search results.
• KPI Meter: Shows up to three graphical meters of key performance indicator (KPI) data. In the portlet, select a KPI to display from the dropdown list. Click Set Up to select a date range(s), highlighting, and comparison options. You also can click menu options to print the KPI meter or download it to a PNG, JPG, PDF, or SVG file. Choices of KPIs for a meter are limited to the KPIs displayed in the dashboard’s Key Performance Indicators portlet, plus the following: Actual vs. Forecast, Actual vs. Quota, and Forecast vs. Quota.
• KPI Scorecard: Shows a performance scorecard with comparisons of selected key performance indicator (KPI) data. In the portlet, click Set Up to select a KPI Scorecard and layout options.
• List: Shows a list of records of a selected type, with links to view, and if you have permission, to edit individual records. Shows 9 columns when placed in the centre column of the dashboard; Shows 4 columns when placed in the right or left column.
• Reminders: Shows important tasks of selected types, usually that are past due or soon due to be completed. In the portlet, click Set Up to select types of reminders and to define the number of days in advance that reminders should be shown. Click on a reminder to go to the page where action needs to be taken. we can add saved search as a reminder. For that tick, the checkbox “Available for Reminders”.Then it will be available in the reminder option.
• Trend Graphs: Shows up to three Key Performance Indicators (KPIs) in a single chart with the time-based X axis. In the portlet, click thumbnails to choose among different chart types. You also can change the graph’s X-axis scale by selecting different time intervals from the dropdown list. Click Set Up to select the KPIs to be graphed and layout options, including chart themes. You also can click menu options to print the trend graph chart or download it to a PNG, JPG, PDF, or SVG file.
• Settings: Shows links to user-level setup tasks. The contents of this portlet are system-defined. This portlet cannot be removed or modified. The following options are available :

• Personalize Dashboard
• Set Preferences
• Campaign Subscription Center

• Set Up NetSuite for Outlook
• Change Email
• Change Password
• Reset 2FA Settings

• Generate 2FA Backup Codes
• Update Security Questions
• Manage Access Tokens
• Publish dashboard

When you have finished personalizing your own tabbed pages, you can publish one or more of them to appear on other users’ tabs.

To publish a dashboard:

1. Go to your home page, and in the Settings portlet, click the Publish Dashboard link.
2. On the Publish Dashboard page, enter a name for the dashboard in the Name field, and, if desired, descriptive text in the Notes field. These fields are for your reference only and are not exposed to other users.
3. If you want to prevent users from removing Shortcuts portlet links on the published dashboard’s pages, check the Lock Shortcuts box.
   • When you enable this option, users still can add and reorder links in their Shortcuts portlets.
4. To prevent users from removing Create New menu links on the published dashboard’s page, check the Lock New Bar box.
   • When you enable this option, users still can add and reorder links in their Create New menu.
5. On the Apply To Roles subtab, select the roles to which you want to publish this dashboard and indicate whether to publish the dashboard to new users only or to both new and existing users.
   • Select a role from the Role list. Only roles tied to the centre that your current role uses are listed here because you can only publish a dashboard to roles that share your centre. If a role is not listed here, you cannot publish the dashboard to it when you are logged in with your current role. Roles that are inactive are not included in the list.
   • By default, for a dashboard being published for the first time Override existing user’s settings is set to Yes, indicating that this dashboard should be published to existing users with the selected role, replacing their current dashboards. Clear this check box if you want to publish the dashboard only to new users assigned the selected role.
   • Click Add.
   • Repeat the preceding steps for additional roles to which you want to publish the dashboard. Only a part of the published dashboard content may be available to some users. Users can view only the dashboard content that their assigned roles give them permission to see.
6. On the Apply To Tabs subtab, select the tabbed pages that you have customized to be part of the published dashboard, and choose how you want to restrict users’ changes to the published dashboard’s pages.
   • Check the box in the Apply column next to each tabbed page you want to include in this dashboard.
   • In the Mode column, choose the level of restriction for users’ changes to the selected page:
     • Unlocked – lets users make all changes to the selected page.
     • Locked – restricts users from making any changes to the selected page.
     • Add/Move Content – enables users to add and rearrange portlets on the selected page, and at the same time prevents them from removing portlets.

After you have published a dashboard, you can make further changes to it and apply these changes to users’ dashboards.