Dashboard Personalization
NetSuite gives you a default set of dashboard portlets for each tab in each center. Depending on your role, you can personalize most default dashboard configurations. The Settings portlet and a few other portlets are required on many dashboards and can't be removed.
You might want to personalize only your home page dashboard, or you might want to change dashboards on other pages you use often. Besides changing page content, you can set personal preferences for all pages by going to Home > Set Preferences. For example, use Set Preferences to specify your preferred color scheme and number formatting. For information, see Setting Personal Preferences.
Dashboard Personalization for Users
If your administrator has published a dashboard for one of your NetSuite tabs, you may not be able to personalize that page's dashboard yourself. Personalization options depend on the mode of the published dashboard. The available modes are:
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Locked mode – If the published dashboard is in Locked mode, you can't change its content or layout. However, you can change the viewing options by clicking the Viewing Link at the top right of the home page. When the popup window appears, you can select the Date Range for all your portlet content at one time. If you use multi-book accounting, you can also select the Accounting Book in this window. When you close the popup window, the link updates to display your viewing options.
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Add/Move Content mode – If the dashboard is in Add/Move Content mode, you can add or move portlets. You can also remove portlets you've added, but not the predefined ones or those added as part of the published dashboard. You can still change the layout options. For more information, see Dashboard Layouts.
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Unlocked mode – If the published dashboard is in Unlocked mode, you can change content and move, add or remove portlets. You can also change the layout options. For more information, see Dashboard Layouts.
Dashboard Personalization for Administrators
If you're an administrator, you can personalize your dashboard and then share it with users whose roles share your center. For information, see Publishing Dashboards.