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.
  • 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.

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