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Create a Scorecard dashboard tile from a saved search in NetSuite

Use Setup → Dashboard Tiles to build a Scorecard tile that totals a saved search column, choose its prefix, Redwood color and icon, and confirm it in the Dashboard Tile List.

Published 5 min read Watch the walkthrough

The quick answer

Open Setup → Dashboard Tiles → Manage Dashboard Tiles and choose New Dashboard Tile. Name the tile, set Tile Type to Scorecard, give it a Display Order, then on the Data subtab choose the saved search and, if you want, a Prefix such as USD. Pick a Redwood Color and Redwood Icon on Appearance and Save. The tile shows the total of the saved search's first numeric column.

The screenshots use sample data and fictional person and operating-company names.

Before you start

You need a custom saved search with at least one numeric result column, such as Amount or Quantity. The Scorecard tile uses the first numeric result column and sums the values the search returns, so put the column you want first among the numeric ones. The search must use a SuiteScript-supported record type, and without a numeric column the tile cannot be saved. This lesson uses an existing saved search named Open Sales Order Value.

The tile appears on the Home dashboard through the Dashboard Tiles portlet. This lesson stops at the saved record and the list and does not show Home, so check that the portlet is on the Home page of the people who should see the tile. They also need access to the saved search through its owner or audience settings, which does not have to be public, and to its records.

01. Open the Dashboard Tile List

Point to Setup in the navigation bar, scroll the menu to Dashboard Tiles, and choose Manage Dashboard Tiles.

Manage Dashboard Tiles is under Setup → Dashboard Tiles.

The Dashboard Tile List shows each tile's Name, Tile Type, Role, Display To All Roles, Display Order, Link and Icon. The New Dashboard Tile button starts a tile.

The list of existing tiles, with New Dashboard Tile above it.

02. Start a Scorecard tile

Choose New Dashboard Tile. In Name, type Open Order Value. Open Tile Type and choose Scorecard. The tile types are Reminder, Static and Scorecard, and choosing Scorecard sets Scorecard Summary Type to Sum, which is read-only. Type 1 in Display Order, where lower numbers show first, equal numbers sort alphabetically and the portlet shows up to 50 tiles. Leave Display To All Roles checked to show the tile to every role; to limit it, clear that box and choose Roles.

Choosing Scorecard sets Scorecard Summary Type to Sum, which is read-only.

On the Data subtab, open Saved Search and choose Open Sales Order Value. In Prefix, type USD. Prefix and Suffix only add text before or after the number and do not change the calculation. Link is an optional URL the tile opens, and Display Value is read-only for a Scorecard tile. The Comparison section is optional and stays empty here.

The saved search supplies the number; the prefix only formats it.

04. Pick the color and icon

Choose the Appearance subtab. Open Redwood Color and choose Pine; the swatch below follows the choice. Open Redwood Icon and choose accounting.svg. These two settings only change how the tile looks in the Redwood theme. Older videos show Tile Color, Font Color and font size fields, which this form does not have. The Alerts subtab has Blink When and Threshold, but conditional alerts are documented as not supported in the Redwood theme, so leave them blank.

Redwood Color and Redwood Icon change only the tile's appearance.

05. Save and read the record

Choose Save. The saved tile opens in view mode with Edit and Back, and subtabs for Data, Appearance, Alerts, Notes, Workflow and Translations. On Data it shows Saved Search Open Sales Order Value, Scorecard Summary Type Sum and Prefix USD.

The saved record, in view mode.

06. Confirm it in the list

Choose List at the top of the page. Open Order Value is in the Dashboard Tile List as a Scorecard tile for all roles, with Display Order 1.

The new Scorecard tile is the first row in the list.

Check the result

  1. The saved tile shows Tile Type Scorecard, Saved Search Open Sales Order Value and Prefix USD.
  2. Open Order Value is in the Dashboard Tile List with Display To All Roles Yes and Display Order 1.
  3. The Inactive box is clear, so the tile can show once the Dashboard Tiles portlet is on a user's Home.

Common questions

Which saved search column does a Scorecard tile show?

The first numeric result column of the saved search, summed over the rows the search returns. Reorder the result columns if the wrong number appears. The search must use a SuiteScript-supported record type, and a search with no numeric result column cannot be used for the tile.

Why can nobody see my dashboard tile?

Check that Inactive is clear, that Display To All Roles is checked or the viewer's role is listed in Roles, and that the Dashboard Tiles portlet is on their Home. They also need access to the saved search through its owner or audience settings and to its records.

What do Prefix, Suffix and Link do?

Prefix and Suffix add text before or after the number, such as USD or orders. They do not change the calculation. Link is an optional URL that opens when someone clicks the tile.

What do Redwood Color and Redwood Icon do?

They set the tile's color and icon in the Redwood theme and are cosmetic. The older Tile Color and Font Color fields are not on this form.

Can the tile blink when the number passes a threshold?

The Alerts subtab has Blink When and Threshold, but conditional alerts are documented as not supported in the Redwood theme. Do not rely on them in a Redwood account.

How do I show the tile to only some roles?

Clear Display To All Roles and choose one or more Roles. At least one role is required when the box is cleared.