NetLease Creating a NetLease Dashboard

Overview 

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

STEP BY STEP PROCESS – INITIAL SETUP

  • Select the NetLease Center Tab to open the dashboard 
  • Select Edit Custom Tab

  • Select Portlets and add the portlets that you would like to display

  • 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 NetLease dashboard
    • 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 Create New Leases, Process Monthly Journal Entries, Mass Lease Schedule Generation, Favorite Reports, or Netgain Knowledge Base
    • 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 NetLease Leases Ending Within 90 Days or NetLease Lease Proposals Pending Approval
    • 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 NetLease Lease Netgain Preferred Lease List or NetLease Leases Ending Within 90 Days 
    • 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  


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