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NetSuite ERP for Administrators

You're reading from NetSuite ERP for Administrators Learn how to install, maintain, and secure a NetSuite implementation, using the best tools and techniques

Product type Paperback

Published in Jun 2018

Publisher Packt

ISBN-13 9781788628877

Length 360 pages

Edition 1st Edition

Tools

NetSuite

Concepts

Enterprise Resource Planning

Author (1):

Anthony Bickof

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Table of Contents (15) Chapters

Preface

1. The Value Proposition – Doing More with Less FREE CHAPTER

2. Exploring NetSuite Tools

3. OneWorld

4. Implementing

5. Security and Permissions

6. Customization

7. Imports

8. Analytics – Searches, Reports, and the Dashboard

9. Workflows

10. Integration

11. New Releases

12. Troubleshooting Tips

13. An Ongoing Maintenance Checklist

14. Other Books You May Enjoy

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Dashboard

We have spoken about the power of the dashboard, but how do we get information onto the dashboard? How do we get custom search and reports onto the dashboard for our users to view? The saved search has more applicability compared to the dashboard because it is the basis for all custom KPIs, Custom Searches, Custom Lists, and KPI Scorecards. Custom search results are the easiest because all that is required is for the Saved Search to have the Available on Dashboard View checked off. The user can then add the saved search or list to their dashboard view with ease.

Custom KPIs and KPI Scorecards

The Custom KPIs and KPI Scorecards are a little more complicated. They also rely on Saved Searches and are typically searches that perform a calculation using the summary column on the saved search page. We can use the same saved searches for both KPIs and KPI Scorecards.

KPI

The key to creating a saved search that appears on the dashboard as a KPI is to ensure that there are no date filters...

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Authors (1)

Anthony Bickof

Anthony Bickof

Anthony Bickof is an independent NetSuite consultant specializing in NetSuite consulting and training. He spent 10 years in the training department at NetSuite-Oracle, designing NetSuite Administrator and End User training courses while authoring and delivering some of the training videos used in the NetSuite Help center. He's a NetSuite Certified Administrator and Certified ERP Consultant with 13 years of experience in training and implementing NetSuite. He lives in Toronto with his wife and three children.

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