Manage favorites, dashboards, and subscriptions

3:18 min

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.

Supporting documentation

Subscriptions (Administration)

Favorites (Administration)

Dashboards (Administration)

Phocas product

Platform

Category

Administration

Tags

Favorite Dashboard Administration

Help & support

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

Get support

Related video tutorials

Analytics

Homepage at a glance

Learn how to make the most of your homepage - the starting point to easily find databases, dashboards, favorites and recents.

2:23 min

Platform

Manage folders

Learn how to organize user favorites and dashboards into folders within a database. Discover how to create, rename, or delete folders and manage access permissions for each one.

1:54 min

Analytics

Create an interactive dashboard

Learn how to create dynamic and interactive dashboards to monitor key business KPIs. Start by setting up a dashboard and adding content, whether it's a favorite report or a custom visualization built from scratch.

3:17 min

Flex Modes

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.

2:56 min