Homepage at a glance
Supporting documentation
Related video tutorials
Manage favorites, dashboards, and subscriptions
Learn how to manage and share favorites and dashboards with users, and discover how to subscribe them to email notifications to keep them updated on important changes in key data.
Set a dashboard as your home page
Create an interactive dashboard
Use alerts
Learn how to create and manage alerts in Phocas to keep track of important results and quickly see when something needs your attention. Set the metric to monitor, define red, yellow, and green thresholds, choose when notifications are triggered, and set up email delivery. You’ll also see how to test alerts before creating them, find them on the homepage, subscribe to shared alerts, and restore deleted alerts when needed.