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Center associated with a custom role not recognized
Hello, I maintain several dashboards for various roles, which use different centers. Up until last week's update, I was able to update the dashboards with the center-corresponding role. This week, however, the list of published dashboards is only visible under my admin role and when I try to publish/update a dashboard…
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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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SuiteTip: Saved Search vs. Reports and When to Use Each
Welcome back to another SuiteTip! In this article, we'll discuss about one of the most common questions a user might ask: Should I use a Saved Search or a Report? Both tools provide access to real-time data, but they serve different purposes. Choosing the right one can significantly improve performance, usability, and…
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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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"Override Existing User's Settings" field not saving when publishing a dashboard
When trying to publish a dashboard, the Override Existing User's Settings field clears itself upon savings. I have tested this with multiple roles and centers, and have created new roles strictly for testing this, but cannot get this field to save with any combination of settings.
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NetSuite WMS Dashboards
Hello all, I know that the SS install guides for NetSuite have a section in them that define the Default Dashboards that are configured including the content type, the related search or KPI and the contents location on the dashboard. And I recall seeing something similar for NetSuite WMS, but for the life of me I cannot…
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Dashboard mailer
Hi Communities Members, I just want to know is any way to set dashboard mailer like we have multiple dashboard report and we want to send these dashboard Reports, KPIS, Graphs on mail to CEO on scheduler basis, so is any way to schedule it.
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Quota vs Opportunity Closed Won- By Sales Rep
We want to get a report that can show the performance of each sales rep. We must compare the total quota versus the total opportunity closed won for a year/quarter. I couldn't find any standard report to compare the actual closed won opportunities with Quotas. We cannot use the quota vs. forecast report as we have closed…
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Quota vs Opportunity Closed Won- By Sales Rep
We want to get a report that can show the performance of each sales rep. We must compare the total quota versus the total opportunity closed won for a year/quarter. I couldn't find any standard report to compare the actual closed won opportunities with Quotas. We cannot use the quota vs. forecast report as we have closed…