Saturday, November 17, 2018

Ability to Show/Hide the report links on the Reports tab.

To do this, you need to customize the standard Reports tab.  


Here are the steps:
1. Login using the Administrator.
2. Click Reports tab.
3. Click Set Up Custom Tab link right next to the Personalize Dashboard.
4. On Custom Center Tab page, leave the Label= Reports.
5. Click Save.
6. Navigate to Setup > Customization > Center Tabs > Look for Reports.



- For "Moving" Categories on the Reports tab, you need to edit the Reports tab and manually move the Categories.
- For "Removing" some of the Categories or Subcategories you need to drill down on the Reports tab > edit the Category that you wanted to be removed and then manually removed the Subcategories before the system can allow you to delete the Main Category.


For example:

On the Reports tab (using the Administrator role); you want to remove "Saved Searches".


Here are the steps:
1. Navigate to Setup > Customization > Center Tabs.
2. Drill down to the Reports link.
3. On the Content tab, click Edit on Saved Searches.
4. On the Custom Center Category, remove the Subcategory or the Link assigned to the Category= Saved Searches.
5. Click Save.
6. Edit Saved Searches again.
7. Navigate to More Actions > Click Delete.


- Log out of NetSuite > Clear your browser cache and then Log in again to NetSuite > You should no longer be able to see Saved Searches under the Reports tab.

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