NetClose - Creating a NetClose Dashboard

Overview

Dashboards in NetSuite provide real-time data and can be customized to align with specific business requirements. Implementing a NetClose dashboard improves financial visibility and supports more effective management of the close process.

Step-by-Step Process: Initial Setup

Select the NetClose Center Tab to open the dashboard:
Select Edit Custom Tab:
Select Portlets, then add the desired portlets to be displayed:
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 automatically appear on the dashboard. They can also be viewed or managed by selecting Personalize.
Below are recommended portlets that may be useful for the NetClose dashboard:
- Reminders – Displays numerical counts based on selected saved searches:
  - To create a new reminder, click the three dots in the upper-right corner of the portlet and select Set Up.
  - Search for the relevant saved searches to add to the Reminders 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 useful reminders include:
    - NetClose Tasks | My Tasks to Prepare
    - NetClose Tasks | My Tasks to Review
    - NetClose | My Reconciliations to Prepare
- Shortcuts — Provide quick access to frequently used pages:
  - To create a new shortcut, click the three dots in the upper-right corner of the portlet and select New Shortcut.
  - Enter the URL and the desired name to appear in the list.
  - Examples of useful shortcuts include Task Board, Amortizations, Accruals, Flux Analysis, Close Management, Reconciliations, and Netgain Knowledge Base.
- Custom Search — Displays data from selected saved searches:
  - To create a new Custom Search Display, click the three dots in the upper-right 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 useful custom searches include NetClose Task Audit Report, NetClose Reconciliation Percent Complete, or NetClose Tasks | Completion Percentage.
- Recent Records — Displays the twelve most recently reviewed records:
  - This portlet is not editable or customizable.
Once all desired portlets have been added and configured, the dashboard will appear as shown below to the selected audience:

Step-by-Step Process: Add NetClose Dashboard Tiles

In addition to Portlets, Dashboard Tiles offer a streamlined and visually organized method for presenting data.

The following walkthrough outlines the steps to set up Tiles on the Dashboard.

Click here to view this walkthrough in full screen.

Step-by-Step Process

Install the Dashboard Tiles bundle by going to Customization > SuiteBundler > Search & Install Bundles:

Search for the Dashboard Tiles bundle, select it, and then initiate the download:

Once downloaded, navigate to Setup > Dashboard Tiles > Manage Dashboard Tiles:

Create a new tile record by selecting New Dashboard Tile:

Enter the required information, including the Name, Tile Type, Display Order, and associated Saved Search:

Typically, the saved search should be specific to the Tile to ensure that only a single result is returned. See below for a search that can serve as an example when configuring custom saved searches based on relevant data points:

Saved searches used for Tiles must return a single numeric value. It is recommended to use a formula field to generate the desired result.

Example:
sum(case when {custrecord_nact_recon_status} = 'Auto-Reconciled' then 1 when {custrecord_nact_recon_status} = 'Completed' then 1else 0 end) / count({custrecord_nact_recon_task_id})*100

On the Dashboard Tile record, the appropriate saved search can be selected, and a redirect link can be added to define the destination when the Tile is clicked. This link can point to the results of the saved search, an alternative search, NetClose pages, or any other desired location:

The Appearance subtab provides various UI configuration options, including the ability to set the Tile color:

Once the Tile is configured, return to the Dashboard and select Personalize:

Add the Custom Portlet to the Dashboard. If Custom Portlet is not available as a clickable tile option, it must be enabled as an available portlet by completing the following steps:
- Navigate to Customization > Centers and Tabs > Center Tabs.
- Locate the NetClose center tab associated with the appropriate Center Type, and click Edit:
- Under the Content subtab, in the Portlets sublist, add a new row for Custom Portlet.
- Save the changes:
- Return to the Dashboard and locate the newly added Portlet. Hover over the three dots in the upper-right corner and select Set Up:
- Select Dashboard Tiles as the source, then click Save:
- The Tiles have now been added to the Dashboard. Settings may need to be adjusted to ensure the Tiles appear and function as intended.

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