First, we need to provide “Publish Dashboard” permission for that role. Then switch to that role and add the required portlets to the dashboard. Then click on the “Publish Dashboard” link under the settings in the HOME Select the Role to which this dashboard is applied from the list. Then SAVE it. Now this dashboard… Continue reading Publish Dashboard For A Specific Role
Tag: Dashboard
Apply dashboard appearance to all users
REQUIREMENT: I am as administrator and i have setting dashboard for employee center type, I’d like to apply this dashboard to all employee center. how to do it ? ANSWER: Currently, without the SuitePeople HR module, NetSuite does not support publishing dashboards to Employee Center users. There is a known Enhancement : 537835 Setup >… Continue reading Apply dashboard appearance to all users
Most dashboards can be customized and additional portlets added.
Most dashboards can be customized and additional portlets added. Some examples of dashboards that can be customized are Transactions and Lists. An example of a dashboard that cannot be customized is Home. Steps to customize dashboard (Transactions as an example) 1. Navigate to Transactions > Transactions Overview > Settings portlet > Click Edit Custom Tab 2. Content tab > Portlets sub tab > Add additional portlets like ‘Custom Search’ 3.… Continue reading Most dashboards can be customized and additional portlets added.
Adding Saved Search to Customer and Vendor Dashboards
To add a Saved Search result to the customer dashboard, follow these steps: Navigate to List → Relationships → Customers. Select an existing customer. Click “View Dashboard” on the customer form. Click the “Personalize” button and then the “Custom Search” icon. A portlet will appear on the Dashboard. Hover over the three dots at the… Continue reading Adding Saved Search to Customer and Vendor Dashboards
Set Customer Dashboard as Default View in Customer Record
Scenario User wanted to set Customer dashboard as default view in Customer Record. Solution Navigate to Home > Set Preferences Click Appearance Set Customer Dashboard as Default view on Customer Record: Enter Checkmark Click Save
Remove Bank Reconciliation Portlet from the Dashboard
If you wish to prevent users with specific roles from adding the portlet back, you will need to remove the relevant permission from the role by following these steps: Navigate to Setup > Users/Roles > Manage Roles. Locate the role and click the Edit option. Go to the Permissions tab and under the Transactions subtab,… Continue reading Remove Bank Reconciliation Portlet from the Dashboard
Top 5 Tips for Customizing Your NetSuite Dashboard
Your NetSuite dashboard is the central hub of your daily operations, providing a snapshot of your business’s key metrics and activities. Customizing your dashboard to fit your specific needs can significantly enhance your productivity and ensure that you have quick access to the most relevant information. Here are five tips to help you optimize your… Continue reading Top 5 Tips for Customizing Your NetSuite Dashboard
NetSuite Service Tier Dashboard
Discover the new NetSuite Service Tier Dashboard, your guide to understanding and managing your NetSuite Service Tier. Learn how to access it, interpret the data, and make informed decisions about your business needs. Users with the Administrator role can access the Service Tier Dashboard by navigating to Setup > Company > View Billing Information and then clicking… Continue reading NetSuite Service Tier Dashboard
Employee center dashboard publishing permission
Go to Lists > Employees > Employees. Beside the employee who is responsible for publishing the Employee Center dashboard, click Edit. Click the Access subtab. On the Roles subtab, verify that the employee is assigned the Employee Center role. On the Global Permissions subtab, from the Permission list, select Employee Center Publishing, and then click Add. Click save.
Dashboard Layouts
We can choose among four layout types for every page that supports dashboards. Select our preference from the Layout dropdown list in the upper right of the page. The available layout options are as follows: Two-column, narrow on the left. Two-column, narrow on the right. Three-column, wide in the middle. For three-column layouts, the minimum… Continue reading Dashboard Layouts