DASHBOARD:– A visual workspace that empowers users with visibility to real-time data analysis and access to critical information the user needs at their fingertips.– NetSuite provides a default set of portlets for the dashboard in each center. Most default dashboard configurations can be personalized. DASHBOARD PORTLETS:Some of the most common dashboard portlets used to monitor… Continue reading CUSTOMIZING DASHBOARDS
Tag: personalize dashboard
Displaying Saved search results on the Dashboard
For this, first you need to create a saved search. If the saved search is already created, then move on to setting up the custom search portlet. Create the saved search by navigating to Reports -> New Under the Results tab, select the fields Name, date, amount, status, and click save and run. Now you… Continue reading Displaying Saved search results on the Dashboard
Setup Dashboard
Personalize Dashboard and steps to Publish it.