NetClose - Creating a NetClose Dashboard

Overview 

Dashboards in NetSuite display a collection of real-time data customizable to customer preferences. 

Step by Step Process - Initial Setup

• Select the NetClose Center Tab to open the dashboard View full size  
• Select Edit Custom Tab View full size
  
• Select Portlets and add the portlets that you would like to display View full size
• 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 appear on the dashboard. Additionally, you can see these portlets by selecting Personalize
• Below are recommendations of portlets that may be desired on the NetClose dashboard
  • Reminders - show numerical count from selected saved searches 
    • To create a new Reminder select the three dots in the upper right-hand corner of the portlet and select Set Up
    • Search for desired saved searches to add to reminder 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 desired reminders may be NetClose Tasks | My Tasks to Prepare, NetClose Tasks | My Tasks to Review, or NetClose | My Reconciliations to Prepare
  • Shortcuts - show links to commonly used pages
    • To create a new Shortcut select the three dots in the upper right-hand corner of the portlet and select New Shortcut
    • Enter the URL and desired name to appear in the list
    • Examples of desired shortcuts may be Task Board, Amortizations, Accruals, Flux Analysis, Close Management, Reconciliations, or Netgain Knowledge Base
  • Custom Search - shows the data from selected saved searches
    • To create a new Custom Search Display select the three dots in the upper right-hand 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 desired custom searches may be NetClose Task Audit Report, NetClose Reconciliation Percent Complete, or NetClose Tasks | Completion Percentage
  • Recent Records - shows the twelve most recently review records
    • Portlet is not editable or customizable
• After all desired portlets have been added and edited, the dashboard will appear as below to the selected audience   View full size