Discussions
Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.
Now is the time to ask your NetSuite-savvy friends and colleagues to join the NetSuite Support Community! Refer now! Click here to watch and learn more!
Update your Profile with your Support type to get your Support Type badge.
Uncover the power of data with the Analytics Hub —your ultimate guide to mastering NetSuite Saved Searches and Reports. Simplify the complex and unlock your organization's true potential. Dive into the Analytics Hub now and soar to new heights!
To help you get the most out of your 2025.2 Release Preview account, review the topics outlined in the 2025.2 Release Preview Guide.
Nominate Your Peers for NetSuite Support Community's Choice of the Quarter! Submit your nomination today.
Intelligent Payment Automation version 1.0.3 is now available in the SuiteApp Marketplace. The SuiteApp, powered by BILL, lets you automate payments, manage vendor details, and bank account information within NetSuite. Learn more
[Customer Dashboard] Adding Custom Reports/Links
Hi,
We have created a Custom Report which details Sales by Customer, by Brand - detailed on a month-by-month basis.
I am looking for the best way to incorporate this report onto our standard Customer Dashboard. At minimum, I am looking to include a link - on the Customer dashboard - to the report which auto-filters it by the Customer whose dashboard the report is accessed via.
However, if it is possible to include some live data on the Customer Dashboard (i.e. sales for the Fiscal Year, etc.) this would be even better.
If you need any further information, please let me know.
0