Guidelines Before Publishing a Dashboard – JCurve Solutions

You can share your personalized dashboard with other users in your center by publishing it.

A published dashboard can consist of one tabbed page or of multiple pages.

When you publish a dashboard, you define the roles for users who will see the published dashboard, and what changes users will be able to make to the published dashboard.

Note:
The minimum required screen width size when using a three column layout is 
1400 pixels.

I. Before you attempt to publish a dashboard:

Verify that you have the Publish Dashboards permission by checking for the Publish Dashboard link in your home page Settings portlet.
Verify that the role you are currently using shares the same center as the roles to which you want to publish the dashboard. Do not begin personalizing a dashboard until you are sure that your role can publish to the users you want.

Roles with Publish Dashboards Permission

By default, the Publish Dashboards permission is available to users assigned the following roles:
- Administrator – can publish dashboards to users assigned roles in the Classic Center.
- Intranet Manager – can publish dashboards to users assigned roles in the Ecommerce Management Center.
- Issue Administrator – can publish dashboards to users assigned roles in the Engineering Center
- Marketing Administrator – can publish dashboards to users assigned roles in the Marketing Center.
- Product Manager – can publish dashboards to users assigned roles in the Support Center.
- QA Manager – can publish dashboards to users assigned to roles in the Engineering Center.
- Sales Administrator – can publish dashboards to users assigned roles in the Sales Center.
- Support Administrator – can publish dashboards to users assigned roles in the Support Center.
- System Administrator – can publish dashboards to users assigned roles in the System Administrator Center.
  
  Can Publish to Own Center Only
  
  Be aware that even with the Publish Dashboards permission, you can publish dashboards only to other users with roles tied to the same center where you have personalized your dashboard, because only roles tied to the same center share the same set of tabbed pages. For example, if you are logged in as a sales administrator when you personalize a dashboard, only sales roles are available when you attempt to publish that dashboard.
  
  The account administrator generally uses the Classic Center, which may not be shared with many other users. For this user to publish dashboards to users with roles in other centers, he or she must be assigned an additional role for each center where a published dashboard is needed. If any of these roles do not have the Publish Dashboards permission, it needs to be added. Then, this user can log in with each role to personalize and publish a dashboard to roles for the related center.
  
  In other cases, it may make more sense for different users to publish dashboards to different centers. In all cases, you should be aware of the center for your role, know which other roles share your center, and ensure that you have the Publish Dashboards permission, BEFORE you personalize a dashboard that you want to publish.
Personalize the home page by adding portlets that you want to be part of the published home page dashboard. As you add portlets to your dashboard, you can review the data and layout for each portlet. Initially, portlets show default data or no data because you need to perform portlet setup tasks after you have added portlets to a dashboard.
Most portlets have a menu that includes a Set Up link. When you click Set Up, a popup window opens where you can define data and layout. The menu is located on the right side of the title bar:

Some portlets, such as the KPI Meter, also have dropdown lists where you choose portlet content.
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Note:
If a portlet does not contain a dropdown list or a menu with a Set Up link, 
its data and layouts are not configurable.
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The setup options for most portlets are self-explanatory. The following list includes brief tips about setting up different portlets. Links to more detailed explanations are provided as needed.
- Analytics – Click Set Up to select the chart you want to display from the list of available workbooks. After selecting the chart, you can define the layout options such as the portlet size, chart type and portlet title.
- Calendar – Select a calendar to display. By default, your calendar is shown.
- Custom Portlet – Click Set Up to select the source file for the SuiteScript results to display.
  - Dashboard Tiles – Click Set Up and select Dashboard Tiles from the Source field.
  - Navigation Portlet – Click Set Up to select Navigation Portlet from the Source field.
- Custom Search – Click Set Up to select the saved search and the number of results to display. You can also give your portlet a custom title and choose whether to drill down into search results in the portlet or on a new page. If Inline Editing feature is enabled, you can choose whether to enable inline editing of search results. om the dropdown list, select a KPI to display. Click Set Up to select date ranges, comparison, and highlighting options.
- KPI Scorecard – Click Set Up to select a KPI scorecard and define layout options.
- Key Performance Indicators – Click Set Up to select standard KPIs or custom KPIs based on custom saved searches. After you select the KPIs, you can select comparison and highlighting options.
- List – Click Set Up to select the type of record and the number of records to show. To edit records directly in the portlet, enable the Inline Editing feature.
- My Login Audit – Click Set up to set display options for monitoring your own login activity.
- Phone Calls - Click Set Up to enter the number of records to show.
- Project Tasks – Add a List portlet to your dashboard, click Set Up in the portlet menu and choose Project Task as List Type.
- Quick Add – Click Set Up to select the type of record to be added.
- Quick Search – 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 list.
- RSS/Atom Feed – Click Set Up to select a feed and set display options. NetSuite provides a number of standard feeds, or you can choose custom and enter a URL for another feed.
- Reminders – Click Set Up to select types of reminders and to define the number of days in advance that reminders should be shown.
- Report Snapshot – Select a date range for graphed data. If available, click Set Up to select a type of display and other layout options.
- Search Form – If any of your saved searches is used as the preferred search form for a particular record type, you can display this search form in a portlet on your dashboard.
- SMT Links – Select a website and domain to preview or edit.
- Shortcuts – 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. If you do not know the URL, go to the page, and then from the More list, select Add to Shortcuts.
- Tasks – Select the Basic view to be able to display tasks assigned to other users in your system.
- Trend Graph – Click Set Up to select up to 3 KPIs to graph and layout options. To change the graph's X axis scale, click on time period options in the portlet.
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Note:
Please note that if your dashboard contains a calendar portlet that displays
My Calendar, the published dashboard users will see their personal calendar,
not the publisher's one. 
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Roles with Publish Dashboards Permission

Can Publish to Own Center Only

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