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iCharts for NetSuite

Publish a chart on a NetSuite dashboard

Last Updated: Feb 01, 2017 11:36AM PST

Video Walkthrough

Sharing Charts for view only purposes requires two steps:
1. Publish the chart on a NetSuite Dashboard
2. Share the permissions for Portlet and Saved Search

This article details Step 1.
For Step 2 Click Here.


1. Once you have created the chart in the iCharts Suiteapp, click on “Publish to NetSuite



2. Select the portlet where you want to add the chart or enter the name of a new portlet. 
    Click on “Publish”. A new portlet will be created in your NetSuite account.

3. Go to the Dashboard (the “house” button) in NetSuite and click on “Personalize”. 

 

4. Select “Custom Portlet”. An empty window will appear on your dashboard. Click on the drop-down link in the portlet. Select the portlet where you had published the chart. The chart will now appear on your dashboard. You can move the portlet to the desired position on your dashboard by clicking on the top bar of the custom portlet.

See this article for how to share portlets in NetSuite.

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