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SuiteFoundation Exam > Dashboard Reports > Flashcards

Dashboard Reports Flashcards

1
Q

Bank Reconciliation Summary

A

Lists your bank and credit card accounts and displays the key data for matching and reconciliation activities.

Information for each account includes the currency, GL account balance, last reconciled balance, last reconciled date, bank (imported) statement balance, bank (imported) statement date, and the number of items that require matching. To view the Bank Register Report for one of the listed accounts, click the hyperlinked account name.

**If your user role has the permissions for the Reconcile Account Statement page, this portlet is on your dashboard by default. **If you remove it, the portlet is available in the Personalize Dashboard panel.

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2
Q

Analytics

Analytics

A

**Shows one workbook chart, pivot table, or table view per portlet.
**
In the portlet, click Set Up to select a workbook visualization from the list. You can also define layout options for the displayed portlets, such as the portlet title and specific options for charts, pivot tables, and table views.

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3
Q

Analytics
(Max Number of Portlets)

Analytics

A

10

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4
Q

Calendar

General Organization

A

Lists activities for a selected period ordered by date and time, with links to drill down into individual activity records.

In the portlet, you can select between a daily, weekly, monthly, or agenda view. You can choose to display your own calendar or a public calendar for another entity within the organization.

You can click the Set Up menu option for the portlet to display a popup where you can** define the types of activities to display in the calendar.**

Additionally, you can expand the portlet to **full-screen view **by clicking the double arrow icon The Double Arrow icon. The full-screen view of the portlet displays more columns and rows in the search results.

Note: The Calendar portlet is supported by the Copy to Account feature. If the portlet is included in a published dashboard and the dashboard is copied to another account, the portlet is also copied. For more information, see Copy to Account Overview and Copying a Published Dashboard to Another Account.

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5
Q

Custom Portlet

A

Shows results from a portlet SuiteScript, which can be lists, data entry forms, free-form HTML, or links to external data.

In the portlet, click Set Up to select the source file for the SuiteScript results.

Note: The Custom portlet is supported by the Copy to Account feature. If the portlet is included in a published dashboard and the dashboard is copied to another account, the portlet is also copied. You can also use the Copy to Account feature to copy an individual script to another of your accounts. For more information, see Copy to Account Overview and Copying a Published Dashboard to Another Account.

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6
Q

Custom Portlet
(Max Number of Portlets)

A

6

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7
Q

Custom Search

A

Shows results from a saved search.

In the portlet, click Set Up to select the saved search, specify a custom title for the portlet, the number of results to display, whether to drill down into search results in the portlet or on a new page, and, if the Inline Editing feature is enabled, whether to enable inline editing of search results.

Additionally, you can expand the portlet to** full-screen view** by clicking the double arrow icon The Double Arrow icon. The full-screen view of the portlet displays more columns and rows in the search results.

Note: When placed in the right or left columns of a dashboard, custom search portlets display only the first 4 results columns of the saved search. When placed in the center column, they display the first 9 results columns. Custom search portlets also include New, Edit, and View columns with links for each result record.

Note: The Custom Search portlet is supported by the** Copy to Account feature.** If the portlet is included in a published dashboard and the dashboard is copied to another account, the portlet is also copied. You can also use the Copy to Account feature to copy an individual saved search to another of your accounts. For more information, see Copy to Account Overview and Copying a Published Dashboard to Another Account.

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8
Q

Custom Search
(Max Number of Portlets)

A

6

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9
Q

KPI Meter

A

This portlet displays a visual representation of KPI data, a semi-circular meter providing comparison, date range, and threshold values at a glance

Shows up to 3 graphical meters of key performance indicator (KPI) data. The KPI meter also displays the currency symbol of the data for values represented by currencies.

In the portlet, select a KPI to display from the dropdown list. Click Set Up to select date range(s), highlighting, and comparison options. You also can click menu options to print the KPI meter or download it to a PNG, JPG, PDF, or SVG file.

Choices of KPIs for a meter are limited to the KPIs displayed in the dashboard’s Key Performance Indicators portlet, plus the following: Actual vs. Forecast, Actual vs. Quota, and Forecast vs. Quota.

Note: The KPI Meter portlet is supported by the Copy to Account feature. If the portlet is included in a published dashboard and the dashboard is copied to another account, the portlet is also copied. You can also use the Copy to Account feature to copy an individual saved search to another of your accounts. For more information, see Copy to Account Overview and Copying a Published Dashboard to Another Account.

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10
Q

KPI Meter
(Max Number of Portlets)

A

3

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11
Q

KPI Scorecard

A

This portlet displays a performance scorecard that can include complex comparisons among multiple KPIs over multiple date ranges or accounting periods. Scorecards also can include Excel-like formulas with KPIs and functions in their expressions.

Question from test: Which kpi type portlet shows multiple dates? Answer: KPI Scorecard

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12
Q

Key Performance Indicators

A

Shows key business metrics. These metrics are summary data from reports or saved searches for selected date ranges, with options to show comparisons between date ranges and to highlight results not meeting defined thresholds.

You can define up to 8 KPIs as headlines. Each KPI headline appears in bold and is represented in a trend graph. The lower panel lists the rest of KPIs. You can collapse and expand the list of KPI as needed.

In the portlet, click Refresh to refresh all KPIs, or click the Refresh icon next to an individual KPI to refresh one at a time. If available, click the Trend Graph icon next to a KPI to view a popup trend graph of KPI data.

Click Set Up to select standard KPIs or custom KPIs based on custom saved searches. You can define comparison and highlighting options, and define the appearance of popup trend graphs.

The KPI Portlet can be displayed in a wide or narrow column. If the KPI portlet is shown in a narrow column, the headlines are not represented in a trend graph due to the compact format of the narrow column. You can view a popup trend graph by clicking the Trend Graph icon next to a KPI in the list of KPIs, if available. This option is enabled by default.

Note: The Key Performance Indicator (KPI) portlet is supported by the Copy to Account feature. If the portlet is included in a published dashboard and the dashboard is copied to another account, the portlet is also copied. You can also use the Copy to Account feature to copy an individual saved search to another of your accounts. For more information, see Copy to Account Overview and Copying a Published Dashboard to Another Account.

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13
Q

Trend Graph

A

Trend Graph portlet presents up to 3 KPIs in a graph format, allowing you to compare and contrast certain KPIs

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14
Q

Trend Graph
(Max Number of Portlets)

A

5

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15
Q

Report Snapshots

A

Each added portlet provides a graphical or list summary of a selected standard or custom report’s data, with a link to view the underlying report.

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16
Q

Report Snapshots
(Max Number of Portlets)

A

10

17
Q

Saved Searches

A

Some of the information you can see in this portlet include things like the most-requested and the most-executed saved searches.

18
Q

Scheduler

General Organization

A

(Available on the Activities page.)

Shows an interface where you can view others’ schedules and add activities.
Note: This portlet cannot be removed or modified.

19
Q

General Organization Portlets
(Max Number of Portlets)

A

1

20
Q

Phone Calls

A

Shows a list of upcoming phone calls, with links to view, and if you have permission, to edit individual records.

21
Q

Reminders

General Organization

A

Shows important tasks of selected types, usually that are past due or soon due to be completed.

22
Q

Goals

General Organization

A

Shows actions to take on goals and an overview of goals that are in progress. You can view your own goals that are starting soon, due soon, and overdue. You can also view the progress and time elapsed for your top three goals in progress.

23
Q

Project Tasks

A

Shows a list of project tasks with links to view, and if you have permission, to edit, individual records. Shows project tasks assigned to you and other project resources

(Available when the Project Management feature is enabled.)

This portlet is available on the Projects tab.

24
Q

Tasks

General Organization

A

Shows a list of upcoming CRM tasks assigned to you, with links to view, and if you have permission, to edit, individual records.

25
Q

Shortcuts

Shortcuts

A

Shows links to selected pages, so you can go to frequently used pages quickly.

26
Q

Links

A

Shows links to pages that NetSuite has defined as related.

This portlet is available on the Activities, Cases, Customers, Lists, Reports, and Transactions pages.

27
Q

List

A

Shows a list of records of a selected type, with links to view, and if you have permission, to edit, individual records

28
Q

Quick Add

Shortcuts

A

Shows a form where you can quickly add records of a selected type.

29
Q

My Login Audit

Account

A

shows login information, including recent previous logins, the IP address connected to previous logins, and even your upcoming password expiration

30
Q

Settings

Account

A

shows you any setup tasks that you may need to address. NetSuite places this portlet on your dashboard automatically, and it cannot be removed.

31
Q

New Release

A

highlights the upcoming NetSuite release and provides links so you learn more about it.

Like the Settings portlet, the New Release portlet is added to your dashboard automatically, although you can remove the New Release portlet if you wish to.

32
Q

RSS/Atom Feed

A

Shows RSS or Atom feed URL content, from an external website or HTML document.

33
Q

RSS/Atom Feed
(Max Number of Portlets)

A

2

34
Q

SMT Links

A

The Site Management Tools Links portlet shows links to all available domains in your administrator role.

35
Q
A

SuiteFoundation Exam (6 decks)

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