NetSuite | Setting up Dashboards

There are various recommended dashboards that will help you to track activity within NetSuite. These are based on messages sent and received, however do not include credits used

Follow the below instructions set up these dashboards:

Inbound Dashboard

1. Create a Saved Search using the Message Record
2. Add criteria for Subject is MessageMedia Reply SMS
3. Save the Search
4. Go to the Home dashboard
5. Click Personalize
6. Click Custom Search
7. Click Set up
8. Under Search type in the name of your new search title and click Save

Outbound Dashboard

1. Create a Saved Search using the Message Record
2. Add criteria for Subject is MessageMedia SMS
3. Save the Search
4. Go to the Home dashboard
5. Click Personalize
6. Click Custom Search
7. Click Set up
8. Under Search type in the name of your new search title and click Save

Inbound & Outbound Dashboard

1. Create a Saved Search using the Message Record
2. Add criteria for Subject contains MessageMedia
3. Save the Search
4. Go to the Home dashboard
5. Click Personalize
6. Click Custom Search
7. Click Set up
8. Under Search type in the name of your new search title and click Save

Daily Inbound Dashboard Count Trend Graph

1. Create a Saved Search using the Message Record
2. Add criteria for Subject contains MessageMedia Reply SMS
3. Go to the Available Filters tab and add Date and check Show in filter region
4. Save the Search
5. Go to the Home dashboard
6. Click Personalize
7. Click Trend Graph
8. Click Set up
9. In the KPI drop down, select Custom KPI
10. In the Default Trend Type drop down, select the name of your new search title and click Save

Daily Outbound Dashboard Count Trend Graph

1. Create a Saved Search using the Message Record
2. Add criteria for Subject contains MessageMedia SMS
3. Go to the Available Filters tab and add Date and check Show in filter region
4. Save the Search
5. Go to the Home dashboard
6. Click Personalize
7. Click Trend Graph
8. Click Set up
9. In the KPI drop down, select Custom KPI
10. In the Default Trend Type drop down, select the name of your new search title and click Save