Home Academy Video tutorials
Manage dashboards video tutorial
In this video for administrators Tina shows how to manage dashboards within a database. Learn how to share dashboards via folders, rename and delete dashboards and, if your site has this feature enabled, manage externally shared dashboards.
Presented by Tina Norman
Help & support
Have questions or need to report an issue with a Phocas product?Get support
Related video tutorials
Home page at a glance
Learn how to make the most of your home page - the starting point to easily find databases, dashboards, favorites and recents.
Easy budget upload
In this video for administrators Tim shows how to import budget data in Designer without the need for complex prep work.
Bulk update users
Learn how to save time by applying settings, permissions and database restrictions to multiple users at once using Bulk Update. This is often the next step after importing users.
Design your own database
Learn how to design a new database using our Designer tool. In this video for administrators Tim steps you through connecting to your data source and using drag and drop to map and customize the data. Watch the database build and open straight away in Phocas, ready to start your analysis.