NetInsight and Custom Dashboards

Overview

NetInsight is Netgain's reporting and dashboards module. It lets you build custom dashboards inside NetSuite - each one a grid of tiles backed by your own SuiteQL queries. NetInsight installs as part of the Shared Transactions SuiteApp, but it is a separate capability with its own setup, records, and permissions.

If you have run one of the Shared Transactions validation queries - for example, the Allocation Validation Query - you have already used NetInsight. Those queries are NetInsight dashboard containers.

What NetInsight Provides

Custom SQL dashboards. A NetInsight dashboard is a layout of up to 10 containers. Each container has three settings: a label, a SuiteQL query, and a display type. You write the query, and NetInsight runs it against your account and renders the result. This is what powers the Shared Transactions validation queries - the SQL that finds transactions missing an allocation lives in a container.

Two dashboard sources:

  • NetSuite - the dashboard runs SuiteQL directly against your NetSuite data. This is the option most customers use.
  • NSAW - the dashboard embeds a page or tab from NetSuite Analytics Warehouse. This requires an NSAW instance and is configured with a project path and the active page or tab to display.

A range of display types. Each container can render its query as a Table, Pie Chart, Line Graph, Bar Chart, Horizontal Bar Chart, Stacked Bar Chart, Stacked Line Chart, Combo Bar/Line, Scatter Plot, or Meter.

KPI metrics. In addition to the 10 containers, a dashboard supports up to 6 metric queries - single-value SuiteQL results surfaced as headline numbers, such as counts or totals.

Access control. A dashboard can be scoped to specific roles and employees, or shared with all roles and all employees. Dashboards can also be grouped so related dashboards appear together.

Locked and custom dashboards. Some dashboards are locked - prebuilt and delivered by Netgain, and not editable. The Custom Dashboards entitlement is what lets your team author its own dashboards and queries.

Is NetInsight Enabled by Default?

No. Custom Dashboards - the ability to build your own SuiteQL dashboards - is off by default and must be enabled on your NetInsight license by Netgain. Even once it is enabled, individual users need a permission grant before they can see or edit dashboards.

To check whether Custom Dashboards is enabled for your account:

  1. Go to Netgain > Setup > System Setup > NetInsight License.
  2. Look for the Custom Dashboards setting.

If it is not enabled, email Netgain support at support@netgain.tech to request it.

Granting Dashboard Permissions

For a user to view or build dashboards, their role needs the NetInsight Dashboard custom record permission:

  • View access lets the user open and run dashboards.
  • Edit or Full access lets the user create and modify dashboard records and their queries.

To add the permission, navigate to the role record and go to Permissions > Custom Record. Then, add NetInsight Dashboard and select a permission level.

Building a Dashboard

Once Custom Dashboards is enabled and permissions are granted, create dashboards from a record:

  1. Go to Netgain > Setup > NetInsight Dashboards > New.
  2. Give the dashboard a Name and assign it to a Dashboard Group.
  3. For each tile you want, fill in a container's Label, SQL, and Type.
  4. Optionally add Metric queries for headline KPI numbers, and set role or employee visibility.
  5. Click Save.

Viewing Dashboards

To open a saved dashboard:

  1. Go to Netgain > Dashboards.
  2. Open the dashboard you want from the list.
  3. Select a specific query from the list on the left to view its tiles.

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