Home page at a glance

1:50 min
 
Learn how to make the most of your home page - the starting point to easily find databases, dashboards, favorites and recents.

Supporting documentation

Karen Isbister
Presented by Karen Isbister
Customer Success Consultant
Phocas product
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Phocas Software help and support
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Related video tutorials

Summary charts 2

Summary charts 2

Use a summary chart to turn a favorite into a simple color-coded dashboard widget. See Andy's 'Summary charts 1' video in the Charts module to learn how to create a summary chart widget from scratch.
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In this video, learn how to build a low margin report using advanced search - and then create a color-coded alert for your dashboard or home page.
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Save useful analysis points, data views and charts as favorites for quick access at any time.
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