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Get started with Analytics

14:10 minutes total learning time
This module for beginners takes you through getting started in Phocas Analytics and doing some simple analysis to get fast results from your data. These videos introduce you to features that you will be using every day.

6 videos in this learning module

1

Find your way around Phocas

2:32
2

Homepage at a glance

2:23
3

Explore the Phocas grid

1:56
4

Focus on grid data

2:03
5

Select and change periods

2:23
6

Save useful data as a favorite

2:53
Find your way around Phocas
Homepage at a glance
Explore the Phocas grid
Focus on grid data
Select and change periods
Save useful data as a favorite

Find your way around Phocas

Learn how to quickly find all your important tools and data, perform common actions and find helpful resources, all from the Phocas side menu.

Supporting documentation

Homepage at a glance

Learn how to make the most of your homepage - the starting point to easily find databases, dashboards, favorites and recents.

Supporting documentation

Explore the Phocas grid

Here we show you how to get started in the Phocas analysis grid. Learn how to jump into your data from the home page, starting from a saved view or following your train of thought to change measures, date ranges and other views.

Supporting documentation

Focus on grid data

Learn how to drill down into detailed data to uncover valuable insights for your business. You'll also discover how to filter data and focus on specific information to sharpen your analysis.

Supporting documentation

Select and change periods

Learn about using periods (date ranges) in Phocas. In this video Tina shows you how to choose a pre-defined period, apply a custom period or add a defined period for your own use.

Supporting documentation

Save useful data as a favorite

Do you often use a specific data view? Learn how to save it as a favorite in Phocas for quick access, where to find your saved favorites, and how to update them when needed.

Supporting documentation

Phocas product
Analytics Analytics
Phocas Software help and support
Help & support

Have questions or need to report an issue with a Phocas product?

Get support

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