Home Academy Video tutorials

Set a dashboard as your home page

0:42 min
Set a dashboard as your home page
If you have a dashboard you keep coming back to, you might want to save it as your home screen. This video shows you how to do this, so that whenever you log in to Phocas that dashboard will be the first thing you see.

Supporting documentation

Phocas product Platform Platform
Category
Phocas Software help and support
Help & support

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

Get support

Related video tutorials

Homepage at a glance
Analytics 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
Edit a financial statement
Financial Statements Financial Statements

Edit a financial statement

Learn how to edit an existing financial statement to suit your business needs.
3:53 min
Add calculation and measure columns
Flex Modes Flex Modes

Add calculation and measure columns

Learn how to enhance your analysis in Flex Modes by adding custom columns. Whether you’re creating calculation columns to build formulas like percentages and comparisons, or adding measure columns to bring in additional data such as counts, this feature gives you the flexibility to explore your data more deeply and uncover meaningful insights.

 

2:47 min
Edit threshold sets for specific customer groups
Insights Insights

Edit threshold sets for specific customer groups

Discover how to make your customer segmentation more accurate by using threshold sets. Learn how to customise thresholds for different groups and ensure your insights reflect how each part of your business performs.

 

 

 

 

2:00 min
NewSee the latest features, improvements and what's new in productView product updates