NetSuite Dashboard Customization Guide for Administrators

Опубликовано: 20 Май 2021
на канале: Anchor Group NetSuite Consultants

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Learn how to use the NetSuite dashboard to get reporting displayed for different NetSuite users. Dashboards allow for your employees to be shown important information to make decisions throughout their day. They can also be used to streamline the internal communications of your company.

Full written tutorial: https://www.anchorgroup.tech/customiz...

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FREE NetSuite Beginner Training Course: https://www.anchorgroup.tech/free-net...
Browse more NetSuite training articles on our blog: https://www.anchorgroup.tech/netsuite...

TIMESTAMPS:
0:00 Introduction to NetSuite Dashboards
1:24 Navigating Dashboard Analytics
2:50 Setting Up the Bank Reconciliation Portlet
3:11 How to Add a Calendar & Custom Portlet
4:00 Adding a Custom Saved Search to Your Dashboard
5:10 Configuring NetSuite KPI Meters & Features
6:35 Displaying a Custom List on Your Dashboard
7:15 My Login Audit & NetSuite New Release Portlets
7:54 Tracking Phone Calls & Daily CRM Tasks
8:14 Using the Quick Add Portlet & Quick Search
10:25 Setting Up the RSS/Atom Feed in NetSuite
12:47 Configuring Recent Records & NetSuite Reminders
13:28 Adding NetSuite Report Snapshots
14:04 What are SMT Links in the NetSuite Dashboard?
14:26 Creating Custom Dashboard Search Forms
15:06 Setting Up NetSuite Shortcuts & Tasks to Display
15:28 Configuring Trend Graphs for Executive Decision-Makers

#NetSuite #NetSuiteTutorial #NetSuiteDashboard

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