Dashboards FAQs

See the questions and answers below for information on Dashboards.

What is a dashboard?

The collection of tabbed pages in your NetSuite user interface is your dashboard. This collection includes a Home page, and other pages that vary according to the role you use to log in to NetSuite. Your dashboard content is displayed in portlets, dynamic data display windows. See Dashboards Overview.

You can personalize your dashboard pages to include the portlets you need to make decisions and complete tasks. See Dashboard Personalization.

If you have sufficient permissions, you can publish a personalized dashboard to other users, so you all have a consistent user interface. See Publishing Dashboards.

See the following topics.

Why can't I publish my dashboard to all of the roles I want to use it?

To publish dashboards, you must have the Publish Dashboards permission. A few administrative roles have this permission assigned by default, but most users do not. For information about this permission, see Publish Dashboards Permission.

When you have this permission, you can personalize a dashboard and publish it to a subset of users. This subset consists of the users that log into the same center that you do with the role you are using when you personalize the dashboard. Centers are tied to functional areas, such as Accounting, Marketing, Sales, and Support. For example, if you are logged in with the Sales Administrator role, you can personalize your dashboard and publish it to all other users that log in to the Sales Center.

If you want to publish dashboards to users of multiple centers, you need to log in with a role that uses each center to create the dashboard to be published to each center's users.

See the following topics.

How can I set up my NetSuite interface to see the same tabs and organization as an administrator?

NetSuite centers have been designed to display different tabs for different roles to accommodate the workflow of different users. For example, a sales person role displays the Sales Center when logged in, which includes tabs for Leads, Prospects, and Customers.

NetSuite provides a Use Classic Interface option to let users see the same tab navigation as an administrator. This navigation includes the following tabs: Home, Activities, Transactions, Lists, Reports, Setup, and Support tabs, followed by any custom tabs. Note that the functions available to a role do not change according to the interface being used; only the presentation of tabs and the organization of functions within tabs are affected.

To switch your interface to show the same tabs and organization as an administrator role:

  1. Navigate to Home > Set Preferences.

  2. Click the Appearance subtab.

  3. Under Centers & Dashboards, check the Use Classic Interface box.

  4. Click Save.

Note:

The Use Classic Interface option is not available for the administrator and full access roles, because these roles already use the classic interface.

See the following topics.

How can I change the fields available in my Quick Add portlet?

The fields in the Quick Add portlet for each standard record type are based on the Quick Add fields defined for the user's preferred record type form. Quick Add fields on standard forms are system-defined. Quick Add fields on custom forms can be modified. Users with sufficient permissions can customize a form by clicking its Customize button, or by going to Customization > Forms > Entry Forms (or Transaction Forms for Opportunity), and selecting Edit for the form. To indicate that a field should be included in the Quick Add portlet, check its box in the Quick Add column on the subtabs of the Fields subtab (or Screen Fields subtab for Opportunity).

By default, only the Name field is provided for custom record Quick Add portlet data entry. To allow data entry for other custom record custom fields, you can enable the per field Allow Quick Add option. Each field with this option enabled displays in the Quick Add portlet. By default, this option is not enabled.

For more information, see Quick Add Portlet.

See the following topics.

How do I create custom KPIs?

NetSuite's standard KPIs may not include some data that you would like to display in summary form, as a key performance indicator, on your dashboard. In this case, you can find a preexisting saved search that compiles this data or create a new saved search for this purpose. See Selecting an Existing Search to be a Custom KPI and Creating a New Search to be a Custom KPI.

After you have identified or created a saved search with the data you want, you can define the saved search as a custom KPI to be displayed in the Key Performance Indicators portlet.

To display a saved search as a custom KPI in the Key Performance Indicators portlet:

  1. Click Set Up in the Key Performance Indicators portlet.

  2. On the Key Performance Indicators subtab of the Set Up Key Performance Indicators page, click Add Custom KPIs.

  3. Find and click on the saved search that you want to show as a KPI in the portlet, then click Done.

  4. Click Save.

You can display up to ten custom KPIs in each Key Performance Indicators portlet. For more information, see Adding a Custom KPI to the Key Performance Indicators Portlet.

You also can display saved searches as custom KPIs in these other portlets:

  • You can define up to ten custom KPIs to be used in each KPI scorecard's calculations. See Using a Custom KPI in a KPI Scorecard.

  • Custom KPIs displayed in the Key Performance Indicators portlet also are available for display in KPI Meter portlets. You can display up to three KPI meters on a dashboard. See KPI Meters.

  • You can add up to five Trend Graph portlets to a dashboard. Any or all of these can display custom KPI data. See Setting Up Trend Graph Portlets.

Custom KPI definitions for individual KPI scorecards, the Key Performance Indicators portlet, and Trend Graph portlets are all independent of each other.

See the following topics.

How can I compare KPI results for more than two date ranges or periods?

For each KPI that you choose to display in the Key Performance Indicators portlet, you can select two date ranges or periods for which to display summary results. This capability enables you to compare results for two date ranges or periods. See Setting Up KPI Comparisons.

If you want to display KPI results for more than two date ranges or periods, you should create a KPI scorecard. Each scorecard can include multiple lines of KPI data, and thus comparisons for multiple data ranges or periods. See Creating a KPI Scorecard.

See the following topics.

How can I fix unexpected errors in the Key Performance Indicators portlet?

If you log into NetSuite and find an unexpected error in your Key Performance Indicators portlet, the problem may be related to custom KPIs you have set up. Typically the error message indicates the KPI that is causing the error. You can remove the custom KPI from the portlet, then review the saved search to correct the problems.

To remove the unexpected error:

  1. Click Set Up in the Key Performance Indicators portlet.

    If there is no Set Up link, copy and paste the following URL into a new tab or window:

    https://system.netsuite.com/app/center/setup/snapshots.nl?kpigrp=KPI&sectionid=-29&qelem=servercontentneg62

  2. Click the x button next to the problematic KPI and click Save.

  3. Back on your Home dashboard, you should now be able to see your KPIs in the Key Performance Indicators portlet.

Note:

If you continue to get an unexpected errors even after logging out of NetSuite, clearing your cache, and logging back in, then please contact Netsuite Customer Support for further investigation.

To review the saved search on which the custom KPI is based:

  1. Navigate to Lists > Search > Saved Searches. Try running the saved search used in the custom KPI to see if the error reproduces.

  2. If the error reproduces, try to rebuild the saved search and see if the problem persists.

See the following topics.

Why are shortcuts duplicated when I publish a dashboard?

When a user publishes a dashboard to other users, NetSuite always retains each user's personal shortcuts in each destination dashboard, even if the publisher has enabled the option to override existing user's settings. Some users may have created personal shortcuts identical to those in the published dashboard. The published dashboard's shortcuts are added to each user's personal shortcuts rather than overwriting them, so shortcuts may be duplicated for some users when a dashboard is published.

If you have duplicate shortcuts in your dashboard, you can remove your personal shortcuts to eliminate duplicates.

To remove a shortcut:

  1. Click Set Up in the Shortcuts portlet to open the Set Up Shortcuts popup.

  2. Clear the Enable box next to each shortcut that you want to remove.

    Note that shortcuts that were created when a dashboard was published to you appear with asterisks. The publisher may have restricted these shortcuts so that you cannot remove them.

  3. Click Save

For more information, see Shortcuts Portlet.

See the following topics.

How can I display search results on my home dashboard?

If you have access to a saved search, either because you created it, the saved search is public, or you are a member of its audience, you can display the saved search results in a Custom Search portlet on your dashboard. Each Custom Search portlet displays results for a saved search that you select. Results are updated every time the page loads. The portlet also has a Refresh link that you can click to update search results.

To add a Custom Search portlet to your dashboard:

  1. On the page where you want to display saved search results, click Personalize Dashboard.

  2. In the Add Content panel, under the Standard Content folder, click or move the Custom Search item.

  3. In the Custom Search portlet, click Set Up.

  4. In the Custom Search Setup window:

    1. Select a saved search from the Search dropdown list.

    2. In the Results Size field, enter the number of results you want displayed at one time in the portlet. If the total number of results exceeds this number, a From-To dropdown list appears in the footer that you can use to navigate among results pages.

    3. In the Drill Down field, select whether to open an individual result in the portlet or in a new page when you click Edit or View.

    4. (If the Inline Editing feature is enabled) Check or clear the Allow Inline Editing box to indicate whether records returned as search results can be edited directly in the portlet.

    5. Click Save.

To provide quick access to saved searches:

If you not need access to full search results on your dashboard, you can use the following alternatives for quick access to saved searches:

  • Include summary results for saved searches on your dashboard, by defining them as custom KPIs, and displaying them in Key Performance Indicators, KPI Scorecard, KPI Meter, or Trend Graph portlets. See Custom KPIs.

  • Add links to saved search results pages in your dashboard Shortcuts portlet. See Creating Shortcuts to Saved Search Results.

See the following topics.

How can I display results from more than six saved searches on my dashboard?

You can display saved search results on your dashboard by adding a Custom Search portlet. Currently, you can add six Custom Search portlets to a home page dashboard. However, if you would like to display results for more than six saved searches on this page, you can do one of the following:

  • Display an additional saved search in a list portlet

  • Set up a custom tab for your standard home page where you can add more search portlets

  • Create a new custom tab and designate it to be your landing page instead of the standard home page.

For information, see Displaying Multiple Saved Searches on Your Home Page.

See the following topics.

How can I prevent users from inline editing search results in Custom Search portlets?

If the Inline Editing feature is enabled in your account, inline editing is available by default for all records displayed in Custom Search portlets. However, each Custom Search portlet has an Allow Inline Editing setup option that you can use to enable or disable inline editing for specific portlets.

To disable inline editing for a Custom Search portlet:

  1. Click Set Up in the Custom Search portlet.

  2. In the Custom Search Setup window, clear the Allow Inline Editing check box.

To limit other users' inline editing of custom search portlets, you can disable the Allow Inline Editing option for these portlets in personalized dashboards that you publish to users. See Publishing Dashboards.

See the following topics.

What can I do when a custom reminder error prevents my Reminders portlet from displaying?

It is possible that an error for a custom reminder that you have added to the Reminders portlet prevents the proper display of the Reminders portlet, so that its Set Up link is not available.

In this case, to remove the reminder from the portlet, you can edit the related saved search, clearing the Available for Reminders box. After you save this change, the problematic reminder should be removed and the portlet should be able to display.

If a custom reminder causes an error that prevents the Reminders portlet from displaying properly, edit the saved search for the reminder to clear the Available for Reminders box. After you save this change, the problematic reminder should be removed and the portlet should be able to display. (Note that you may need to do some refreshing.)

See the following topics.

Related Topics

Dashboards Overview
Key Performance Indicators
KPI Scorecards
Report Snapshots
Workbooks
Publishing Dashboards

General Notices