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New to NetSuite | Custom Dashboard
A NetSuite dashboard is your main workspace where you can view important information such as reminders, KPIs, reports, and saved searches. Creating a custom dashboard allows you to organize this information based on your role and daily tasks so you can easily access what you need. What is a Custom Dashboard?…
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SuiteTip: Limit Results Columns to Improve Usability
Welcome back to another SuiteTip! In this article, we’ll focus on improving Saved Search usability by simplifying the Results tab. Saved Searches can easily become cluttered with too many columns, making them harder to read and less effective. NetSuite supports flexible result display options, but thoughtful design is key…
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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 portlets not wanting to load
We have a really weird problem going on. We have an employee with their own custom dashboard. It has a lot of saved searches, KPIs, etc. on it. Several of the pieces are not wanting to load. They will just sit there and spin. We have discovered if we go into Set Preferences and hit the Save button on that screen even…
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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…
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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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NSC | How to Calculate Record Count and display through Dashboard or Custom Field
In NetSuite, you may need to display the number of related records (e.g., number of transactions for a customer or number of child records). This can be achieved using a custom field with a saved search or summary logic. This article explains common approaches to calculate and display record counts. What is a Record Count…
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Adding A/P Register to Custom Vendor Dashboard Links Portlet
Hello NetSuite Community, I am looking for guidance on adding a new report link to a specific section of our Vendor Dashboard. As shown in the attached image, we have a portlet titled "Vendor Dashboard Links" that organizes reports and transactions into columns (Purchase Reports, Financial Reports, Transactions, etc.). I…
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How to allow others to view project dashboard when not project manager
I have looked high and low for this answer, but no where seems to talk about it. When you view a project most roles we have created custom can view the normal form view of a project. However when you click the view dashboard we get a invalid URL error message. This is obviously not a problem for the admin role. How do…
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NSAW iframe Portlet
Hello all, I wonder if anybody out there has successfully embedded an NSAW/OAC visualization into an iframe on a custom portlet in NetSuite. I have been trying to do this, but the portlet always displays an error that the site refuses to connect. I have followed the OAC instructions for setting a safe domain to allow…