Types of Portlets

The following table describes content available for display in dashboard portlets.
 
ContentDescription
Calendar Lists activities for a selected period ordered by date and time, with links to drill down into individual activity records.In the portlet, you can select between a daily, weekly, monthly, or agenda view. You can choose to display your own calendar or a public calendar for another entity within the organization.You can click the Set Up menu option for the portlet to display a popup where you can define the types of activities to display in the calendar.
Custom Search (Can display up to three on the Home page.) Shows results from a saved search.In the portlet, click Set Up to select the saved search, the number of results to display, whether to drill down into search results in the portlet or on a new page, and, if the Inline Editing feature is enabled, whether to enable inline editing of search results.
KPI Meter (Can display up to three.) Shows up to three graphical meters of key performance indicator (KPI) data.In the portlet, select a KPI to display from the dropdown. Click Set Up to select date range(s), highlighting, and comparison options. You also can click menu options to print the KPI meter or download it to a PNG, JPG, PDF, or SVG file.Choices of KPIs for a meter are limited to the KPIs displayed in the dashboard’s Key Performance Indicators portlet, plus the following: Actual vs. Forecast, Actual vs. Quota, and Forecast vs. Quota.
KPI Scorecard Shows a performance scorecard with comparisons of selected key performance indicator (KPI) data.In the portlet, click Set Up to select a KPI Scorecard and layout options.
Key Performance​ Indicators Shows key business metrics. These metrics are summary data from reports or saved searches for selected date ranges, with options to show comparisons between date ranges and to highlight results not meeting defined thresholds.In the portlet, click Refresh to refresh all KPIs, or click the Refresh icon next to an individual KPI to refresh one at a time. If available, click the Trend Graph icon next to a KPI to view a popup trend graph of KPI data.Click Set Up to select standard KPIs or custom KPIs based on custom saved searches, define comparison and highlighting options, and define the appearance of popup trend graphs.
Links Shows links to pages that NetSuite has defined as related.This portlet is available on the Activities, Cases, Customers, Lists, Reports, and Transactions pages.
My Login Audit Shows information about your login activity. You can display the My Login Audit portlet on your dashboard to track your previous successful login, your previous failed login, the IP address associated with your login activity, the date when your password will expire, and other login information.

 

Note: The date and time displayed in the My Login Audit portlet is based on the Time Zone preference you set on the General subtab at Home > Set Preferences.

List Shows a list of records of a selected type, with links to view, and if you have permission, to edit, individual records. Shows 7 columns when placed in the center column of the dashboard; shows 2 columns when placed in the right or left column.In the portlet, click Set Up to select a type of record and the number of records shown.If the Inline Editing feature is enabled and you have permission, you can edit records directly in the portlet.
Phone Calls Shows a list of upcoming phone calls, with links to view, and if you have permission, to edit, individual records.In the portlet, select a view and a sorting method, and click Set Up to define the number of phone calls shown.If the Inline Editing feature is enabled and you have permission, you can edit records directly in the portlet list.
Tasks Shows a list of upcoming CRM tasks assigned to you, with links to view, and if you have permission, to edit, individual records.In the portlet, select a view and a sorting method, and click Set Up to define the number of tasks shown.
New Features Shows a summary of new features from the latest release of NetSuite, with links to more detailed descriptions.
Quick Add Shows a form where you can add quickly add records of a selected type.In the portlet, click Change Type to select the type of record to be added.
Quick Search Shows a form where you can quickly search for records of a selected type, using one selected filter field and entered keywords.In the portlet, click Set Up to define the type of records to search, then enter keywords in the portlet’s text box and select a field name from the Search For dropdown.
RSS/Atom Feed (Can display up to two.)Shows RSS or Atom feed URL content, from an external Web site or HTML document.In the portlet, click Set Up to select display options and a URL. NetSuite provides a number of standard RSS feed URLs, or you can choose Custom and enter another URL.
Recent Records Shows a list of records that you have recently created, modified, or viewed.In the portlet, click the record name, or the View link, to view the individual record. If you have permission, an edit link also is available that you can click to open the record in Edit mode.

 

Important: Recent record links also are listed in a menu under the clock icon, in the upper left of every NetSuite page.

Recent Reports (Available on the Reports tabbed page.)Shows a list of reports that you have recently created, modified, or viewed.In the portlet, click the report name to view the individual report.
Reminders Shows important tasks of selected types, usually that are past due or soon due to be completed.In the portlet, click Set Up to select types of reminders and to define the number of days in advance that reminders should be shown. Click on a reminder to go to the page where action needs to be taken.
Search Form Shows a form to search for records of a selected type. Filter fields are based on system-defined defaults or a custom search form that you defined as preferred.In the portlet, click Set Up to select the search form to be used. Click Full Search to switch to the default search page for the selected record type. Click Edit to open the definitions page for the selected search form and make edits.
Scheduler (Available on the Activities page.)Shows an interface where you can view others’ schedules and add activities.

 

Note: This portlet cannot be removed or modified.

In the portlet, select from the View Group dropdown and select a date to view others’ schedules. Click the buttons to add an activity, add invitees, or add resources.

Settings Shows links to user-level setup tasks.

 

Important: The contents of this portlet are system-defined. This portlet cannot be removed or modified.

Shortcuts Shows links to selected pages, so you can navigate quickly to frequently used pages.In the portlet, click Set Up to reorder the listing of existing shortcut links. Click New Shortcut to add a shortcut, if you know the URL of the page.
Report Snapshots (Can display up to 10.)Each added portlet provides a graphical or list summary of a selected standard or custom report’s data, with a link to view the underlying report.In the portlet, you can select a date range for data and click thumbnails to choose among chart types for graphical data. You can click Set Up to select the type of display and other layout options, including chart themes. You also can click menu options to print the report snapshot chart, download it to a PNG, JPG, PDF, or SVG file, or view the underlying report results.Report snapshot list text truncates at 25 characters when the report snapshot portlet is in the left or right dashboard column. To avoid this truncation, place the portlet in the middle column.Report snapshot list amounts are rounded to the nearest whole number and do not display decimal places.
Trend Graphs (Can display up to 5.)Shows a chart of key performance indicator (KPI) data with a time-based X axis.In the portlet, click thumbnails to choose among different chart types. You also can change the graph’s X axis scale by selecting different time intervals from the dropdown. Click Set Up to select a KPI to be graphed and layout options, including chart themes. You also can click menu options to print the trend graph chart or download it to a PNG, JPG, PDF, or SVG file.
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