Andy shows how to export data into Excel from the Phocas grid, or copy a chart or dashboard widget as an image ready to insert into Word or another format.
This video for administrators shows how to manage favorites for a database. Learn how to add favorites to additional folders and share them with users, and to rename and delete folders.
In this video for administrators Tina shows how to organise user favorites and dashboards within a database into folders. Learn how to create, rename or delete a folder and select who can access each folder.
In this video for administrators Andy shows how to add multiple users by importing from a CSV text file (e.g., based on an Excel spreadsheet). You can then refine permissions and settings using the bulk update feature.
Subscriptions allow users to receive favorites via email, on a schedule. This video for administrators shows how to manage user permissions for subscribing to favorites.
3:08 min
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