Dashboard Portlets in NetSuite for iOS

NetSuite for iOS enables you to use all web dashboards. If you add portlets available in NetSuite for iOS to any of your dashboards in a browser session, the portlets display on your corresponding mobile dashboard. See Dashboard Personalization.

To switch between dashboards, tap the name of the currently displayed dashboard, and then tap the dashboard you want to access from the list.

The following table is an overview of portlets available with NetSuite for iOS.

Tip:

To add a portlet to My Dashboard, tap the Star icon.

Portlet Name	Description	Screenshot
Reminder	Displays the first three reminders you would see on your browser session dashboard. To see the full list of reminders, tap the Arrow icon . All reminders based on a saved search display natively within the app. Reminders with a launch icon alongside them are not natively supported. In such cases, the app prompts you to view the results in a browser session. The system often includes launch icons for reminders that are generated by custom workflows. See Setting Up Reminders.
Key Performance Indicators	The default behavior is to display the first three KPIs from your browser session Dashboard. If you have set up headline KPIs, their settings override this behavior. tap the Arrow icon to see the full list of dashboard KPIs. For more information, see Highlighting KPIs.
KPI Scorecard	Displays KPI scorecards as configured on your browser session dashboard. To browse through your scorecards, swipe left or right. Tap a scorecard to access the chart detail. To see your full list of KPI Scorecards, tap the Arrow icon . See Adding a KPI Scorecard Portlet to a Dashboard.
KPI Meter	The portlet displays the first KPI Meter as configured in your browser session. To browse through your KPI meters, swipe left or right. For more information, see KPI Meters.
Report Snapshot	The portlet displays the first report snapshot from your browser session Dashboard. Tap the Arrow icon to see your full list of report snapshots. To display report snapshots on your app, make sure that the Display Type is set to Graph in the portlet set-up options in your browser session. The app does not support the List view. For more information, see Setting Up a Report Snapshot Portlet.
Custom Searches	The portlet displays the first three custom search portlets from your browser session Dashboard. Tap the Arrow icon to access the full list of your custom searches. For more information, see Displaying Saved Search Results in Dashboard Portlets.
Trend Graphs	The portlet displays the first trend graph from your browser session dashboard. To browse through your trend graphs, swipe left or right. Tap a trend graph to access the chart detail. To see your full list of trend graphs, tap the Arrow icon . For more information, see Setting Up Trend Graph Portlets.

Portlet Name

Description

Screenshot

Reminder

Displays the first three reminders you would see on your browser session dashboard. To see the full list of reminders, tap the Arrow icon NetSuite for iOS Arrow icon . All reminders based on a saved search display natively within the app. Reminders with a launch icon alongside them are not natively supported. In such cases, the app prompts you to view the results in a browser session. The system often includes launch icons for reminders that are generated by custom workflows. See Setting Up Reminders.

Key Performance Indicators

The default behavior is to display the first three KPIs from your browser session Dashboard. If you have set up headline KPIs, their settings override this behavior. tap the Arrow icon NetSuite for iOS Arrow icon to see the full list of dashboard KPIs. For more information, see Highlighting KPIs.

KPI Scorecard

Displays KPI scorecards as configured on your browser session dashboard. To browse through your scorecards, swipe left or right. Tap a scorecard to access the chart detail. To see your full list of KPI Scorecards, tap the Arrow icon NetSuite for iOS Arrow icon . See Adding a KPI Scorecard Portlet to a Dashboard.

KPI Meter

The portlet displays the first KPI Meter as configured in your browser session. To browse through your KPI meters, swipe left or right. For more information, see KPI Meters.

Report Snapshot

The portlet displays the first report snapshot from your browser session Dashboard. Tap the Arrow icon NetSuite for iOS Arrow icon to see your full list of report snapshots. To display report snapshots on your app, make sure that the Display Type is set to Graph in the portlet set-up options in your browser session. The app does not support the List view. For more information, see Setting Up a Report Snapshot Portlet.

Custom Searches

The portlet displays the first three custom search portlets from your browser session Dashboard. Tap the Arrow icon NetSuite for iOS Arrow icon to access the full list of your custom searches. For more information, see Displaying Saved Search Results in Dashboard Portlets.

Trend Graphs

The portlet displays the first trend graph from your browser session dashboard. To browse through your trend graphs, swipe left or right. Tap a trend graph to access the chart detail. To see your full list of trend graphs, tap the Arrow icon NetSuite for iOS Arrow icon . For more information, see Setting Up Trend Graph Portlets.

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