Set a dashboard as your home page
0:49 min
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
Presented by Elizabeth Birch
VP customer Experience
Category
User level
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.
1:50 min
Save useful data as a favorite
Save useful analysis points, data views and charts as favorites for quick access at any time.
0:48 min
Add key financial metrics to your dashboard
Management accountants and anyone close to their business's key financial metrics will benefit from this video, which shows how to keep these figures top of mind by adding them a dashboard. Here Dan, a Chartered Accountant, takes you through creating a quick visualisation without leaving the statement, applying some conditional formatting and adding your marker to a dashboard to share with others.
6:57 min
Combine statistical and financial data for better business insights
Learn how to highlight revenue per customer, operating profit per customer and other business insights by combining statistical streams with financial information. In this video for the Finance Office, Nick shows how to use these streams in calculations that will add depth to your financial statements in Phocas.
5:54 min