Save and share favorites
Learn how to save useful analysis views as favorites. This tutorial shows you how to create, update, share, and reuse favorites, as well as subscribe to receive them by email on a schedule.
Supporting documentation
Related video tutorials
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.
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.
Financial Statements Save and share favorites
Analytics 
Budgets & Forecasts 
Rebates 
CRM 
Sales Insights 