Save useful data as a favorite
2:53 min
Do you often use a specific data view? Learn how to save it as a favorite in Phocas for quick access, where to find your saved favorites, and how to update them when needed.
Supporting documentation
Help & support Related video tutorials
Platform Get started as a Viewer
Viewer licenses are for users who mainly need to view data rather than analyze it. Learn where to find and open the assets available to you as a Viewer.
1:08 min
Analytics Create KPI-style gauge, summary and bullet charts
Discover how to track key performance indicators using KPI chart types in an Analytics database. In chart view, explore Gauge, Bullet, and Summary charts to visualize business goals and targets, ensuring performance insights are clear and easy to monitor.
3:25 min
Platform Manage favorites, dashboards, and subscriptions
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.
3:18 min
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
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