Ask Jebin – Get your dashboard on email

Ask Jebin – Get your dashboard on email

Hello,

Not logged into NetSuite yet want to know what’s happening around?

Too busy with work, yet want to know what’s happening with your company?

Don’t worry, NetSuite has a solution for that too.

NetSuite Email Alerts help you to stay informed throughout the day by emailing the contents of the portlets on your home dashboard. Yes, that’s exactly what I said. Email your dashboard contents to you.

Here, let me show you how it’s done.

These alerts are configured by the end-user in the preferences section of the Homepage Dashboard.

Alerts can be emailed up to 3 times daily.

NetSuite Email Alerts will contain the latest information and are based off of the following Homepage Dashboard portlets:

  1. Events
  2. Reminders
  3. Key Performance Indicators
  4. Standard Report Snapshots

Note:

1)All the portlets described here are based on the role and permissions assigned to the end-user.

2) The portlets should be visible and not minimized.

Configuring the Email Alert is simple and easy!

    • Navigate to Dashboard -> Set Preferences -> Alerts
    • First, second and third selections are the specific times during the day you wish to receive the email alert. You can set one, two or all three.

  • Check the Include Links in HTML Alerts box to include links to key performance indicators and reminders. Set the following preference in Set Preferences -> Transactions -> Transaction Email Attachment Format Email and select HTML.

Here, let me show you an email sample

 

Something interesting for you:

If you check ‘SEND AN ON-DEMAND ALERT FROM THIS ROLE, you can send e-mail to [email protected] or reply to an alert e-mail and NetSuite e-mails the contents of your dashboard to your login e-mail address.

 

Give it a try and let me know if you have any doubts in that.

 

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