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Articles tagged #DASHBOARD
Articles tagged
#DASHBOARD
Business Intelligence

Custom Role > Create KPI Scorecard > Unexpected Error

Scenario
When a custom role tries to add a Custom KPI Scorecard in the dashboard, it shows "Unexpected error has occurred" notice
Solution
  1. Log in as an Administrator
  2. Navigate toCustomization>Centers and Tabs>KPI Scorecard
  3. Affected Scorecard: ClickEdit
  4. ClickContent
  5. ClickCustom
    Note: Make sure that there are no skipped fields for Custom KPI # 1-9. For instance, if you add three Custom KPIs, it should be under Custom KPI #1, Custom KPI #2, and Custom KPI #3.
  6. ClickSave

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Business Intelligence

Report Snapshot Portlets

Report Snapshot portlets can show summaries of some reports that are available to you. You can choose among standard report snapshots or create custom report snapshots.

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CRM

Prerequisites for Project 360 Dashboard SuiteApp

Before you install the Project 360 Dashboard SuiteApp, make sure you enable the following features in your NetSuite account:

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Business Intelligence

Reports Available for Custom Report Snapshots

The only reports that you can customize to create custom report snapshots are reports that are used to generate standard report snapshots.

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Business Intelligence

Add AR Aging Summary Report to Home Dashboard

The only way to add the AR aging summary report to Home Dashboard portlet is by way of creating a standard KPI - Receivables. The KPI provides a link to the report. When you click on Today in the KPI, the AR aging summary report opens. The report is not available as a snapshot.

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CRM

Dashboard Not Visible on a Specific Project

The project does not have a Dashboard tab even if the Dashboard checkbox is ticked on the project stages record.

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Setup & Customisation

Quick Search Portlet

You can add a Quick Search portlet to be able to search for general records or transaction records right from your dashboard.

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CRM

Project 360 Dashboard

The Project 360 Dashboard SuiteApp provides project managers with consolidated metrics, reports, and resources on a central location to manage and complete projects on time and within the budget.

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CRM

Access Levels for Project 360 Dashboard

Access levels determine which information about the Project 360 Dashboard are shown depending on your role. The system filters the list of projects to show based on the access level given to you.

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