NetClose - Creating a NetClose Dashboard
Overview
Dashboards in NetSuite provide real-time data and can be tailored to match each customer's specific needs. Creating a NetClose dashboard helps enhance financial visibility and gives you greater control over your close process.
Step-by-Step Process: Initial Setup
- Select the NetClose Center Tab to open the dashboard:
- Select Edit Custom Tab:
- Select Portlets, then add the desired portlets to be displayed:
- Select Audience to specify individuals who should be given access to the Custom Dashboard.
- Click Save.
Step-by-Step Process: Edit Custom Tab
- Portlets added during the initial setup will automatically appear on the dashboard. They can also be viewed or managed by selecting Personalize.
- Below are recommended portlets that may be useful for the NetClose dashboard:
- Reminders – Displays numerical counts based on selected saved searches:
- To create a new reminder, click the three dots in the upper-right corner of the portlet and select Set Up.
- Search for the relevant saved searches to add to the Reminders portlet.
- If a desired saved search is not present in the list, navigate to that search and edit the Available for Reminders checkbox.
- Examples of useful reminders include:
- NetClose Tasks | My Tasks to Prepare
- NetClose Tasks | My Tasks to Review
- NetClose | My Reconciliations to Prepare
- Shortcuts — provide quick access to frequently used pages:
- To create a new shortcut, click the three dots in the upper-right corner of the portlet and select New Shortcut.
- Enter the URL and the desired name to appear in the list.
- Examples of useful shortcuts include Task Board, Amortizations, Accruals, Flux Analysis, Close Management, Reconciliations, and Netgain Knowledge Base
- Custom Search — displays data from selected saved searches:
- To create a new Custom Search Display, click the three dots in the upper-right corner of the portlet and select Set Up.
- Search for the desired saved search and name the Portlet to reflect the search.
- Update the result size, chart theme, and background type as desired.
- Examples of useful custom searches include NetClose Task Audit Report, NetClose Reconciliation Percent Complete, or NetClose Tasks | Completion Percentage
- Recent Records — displays the twelve most recently reviewed records:
- This portlet is not editable or customizable.
- Reminders – Displays numerical counts based on selected saved searches:
- Once all desired portlets have been added and configured, the dashboard will appear as shown below to the selected audience:
Step-by-Step Process: Add NetClose Dashboard Tiles
In addition to Portlets, Dashboard Tiles provide a clean and visually appealing way to display your data:
The following walkthrough explains how to setup Tiles on your Dashboard.
Click here to view this walkthrough in full screen.