Save a favorite
Do you have a view of data that you refer to regularly?In this video we show you how to save a view as a favorite in Phocas. But it doesn't end there - you'll see how to share it, update it and find it in a list.
Presented by Elizabeth Birch
VP customer Experience
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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.
Save useful data as a favorite
Save useful analysis points, data views and charts as favorites for quick access at any time.
Share a favorite with anyone
Learn how you can share a favorite externally, with someone who isn't a Phocas user, e.g., a customer, supplier etc.
Summary charts 2
Use a summary chart to turn a favorite into a simple color-coded dashboard widget. See Andy's 'Summary charts 1' video in the Charts module to learn how to create a summary chart widget from scratch.