Dashboard Personalization
NetSuite provides a default set of dashboard portlets for each tab in each center. Depending on your role, you can personalize most default dashboard configurations. The Settings portlet and a few other portlets are required on many dashboards and cannot be removed.
You may want to personalize only your home page dashboard, or you may want to change dashboards on other pages that you use frequently. In addition to changing page content, you can set personal preferences that apply to all pages by going to Home > Set Preferences. For example, use Set Preferences to specify your preferred color scheme and number formatting. For information, see Setting Personal Preferences.
Dashboard Personalization for Users
If your administrator has published a dashboard for one of your NetSuite tabs, you may not be able to personalize that page's dashboard yourself. The personalization options vary depending on the mode of the published dashboard. The available modes are as follows:
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Locked mode – If the published dashboard is in Locked mode, you cannot make any changes to its content, nor the layout. However, you can change the viewing options by clicking the Viewing Link at the top right of the home page. When the popup window appears, you can select the Date Range for all your portlet content at one time. If you use multi-book accounting, you can also select the Accounting Book in this window. When you close the popup window, the link changes to display your viewing options.
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Add/Move Content mode – If the published dashboard is in Add/Move Content mode, you can add or move portlets. You can also remove the portlets you added, but not the predefined portlets or those portlets that were added as part of the published dashboard. However, you can change the layout options. For more information, see Dashboard Layouts.
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Unlocked mode – If the published dashboard is in Unlocked mode, you can change content and move, add or remove portlets. You can also change the layout options. For more information, see Dashboard Layouts.
Dashboard Personalization for Administrators
If you are an administrator, you can personalize your dashboard and then share it with users whose roles share your center. For information, see Publishing Dashboards.