NetLoan - Creating a NetLoan Dashboard

Overview

Dashboards in NetSuite display a collection of real-time data customizable to customer preferences. This article walks through creating and customizing a NetLoan dashboard, including which portlets are commonly used and how to configure each one.

Step-by-Step Process – Initial Setup

1. Select the NetLoan Center tab to open the dashboard.

2. Select Edit Custom Tab.

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

4. Select Audience to specify individuals who should be given access to the custom dashboard.

5. Click Save.

Step-by-Step Process – Edit Custom Tab

1. Select the NetLoan Center tab to open the dashboard.

2. 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 NetLoan 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 Loans, Process Monthly Journal Entries, Mass Loan Schedule Generation, Reports, or Netgain Knowledge Base.

Reminders — show a 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 the desired saved searches to add to the 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 NetLoan Loans Maturing Within 90 Days or NetLoan Loan Proposals Pending Approval.

Custom Search — shows 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 title the portlet to reflect the search.
  • Update the result size, chart theme, and background type as desired.
  • Examples of desired custom searches may include NetLoan Preferred Loan List or NetLoan Loans Maturing Within 90 Days.

Recent Records — shows the twelve most recently viewed records.

  • This portlet is not editable or customizable.

After all the desired portlets have been added and edited, the dashboard will appear similar to the screenshot below for the selected audience:

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