Manage dashboards

3:58 min
 
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.

Supporting documentation

Tina Norman
Presented by Tina Norman
Implementations Consultant
Category
Tags
Phocas Software help and support
Help & support

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

Get support

Related video tutorials

Home page at a glance

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.
1:50 min
Easy budget upload

Easy budget upload

In this video for administrators Tim shows how to import budget data in Designer without the need for complex prep work.
1:35 min
Bulk update users

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.

3:37 min
Design your own database

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.
4:34 min
Phocas Software

Let’s talk

Are you interested in becoming a Phocas partner?

Phocas Software

Contact us

Fill in the form below, and we will get back to you as soon as possible.

Phocas Software