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.
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.
2:15 min
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