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Dashboard Portlets: A Guide to the Different Portlets
NetSuite Dashboards are designed to give users quick access to real-time business data, and Portlets are what make that possible. Each Portlet acts as a dynamic data window, displaying specific information such as KPIs, Reports, Reminders, or Saved Searches. By combining multiple Portlets, users can build a dashboard…
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Dashboard Overview: A Beginner's Guide to Dashboards
NetSuite dashboards are your real-time command center—a centralized, visual workspace that helps you monitor performance, track key metrics, and take action quickly without navigating multiple pages. This article provides a simple, technical overview to help both new and experienced users understand how dashboards work in…
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Portlet Type: Custom Search Portlet vs. List Portlet
NetSuite dashboards offer several portlet types to help users organize operational data and analytics. Two of the most commonly compared options are the Custom Search Portlet and the List Portlet. While both can display Saved Search results, they serve slightly different purposes and are optimized for different dashboard…
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Portlet Type: List Portlet
List portlets let users display records for a specific record type directly on your dashboard. Supported record types include standard NetSuite records such as employees, activities, and transactions, as well as custom record types created within the account. In addition to displaying records, List Portlets can also:…
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Portlet Type: Custom Search
The Custom Search Portlet is one of the most flexible dashboard components available in NetSuite. It allows users to display the results of a Saved Search directly on a dashboard, giving teams quick access to operational data, exceptions, reminders, and actionable records without navigating through menus. Unlike…
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Dashboards: Dashboard Layouts Explained
NetSuite dashboards are your real-time workspace for KPIs, reports, and saved searches, helping users quickly access critical business insights. One of the most important (but often overlooked) features is Dashboard Layouts, which control how information is visually organized on the page. What Are Dashboard Layouts?…
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Dashboards: How to Personalize your Dashboard
NetSuite dashboards are one of the most powerful tools in NetSuite as they give users a real-time, role-based view of business data. Personalizing your dashboard ensures that the most relevant KPIs, reports, and reminders are always front and center, helping you make faster, data-driven decisions. What is Dashboard…