Use advanced search to find decreasing monthly average
2:35 min
Learn how to use a calculation inside advanced search to find customers whose monthly average is decreasing.
Supporting documentation
Presented by Elizabeth Birch
VP customer Experience
Category
Role
Related video tutorials
Advanced search by entity
This video shows you how to use advanced search so that you are only searching by entity. We step you through selecting a value, setting the filter and applying the search.
1:34 min
Filter, focus and reset on a dashboard
See just how user friendly a Phocas dashboard can be. Here we show you how to make some simple selections on a dashboard, focus, clear and reset.
1:26 min
Make your dashboard interactive
This video shows you how to take dashboards to a new level. With a few simple moves you can get dashboard widgets interacting with each other, make selections, focus and filter down to a fine level - all without leaving the dashboard.
2:10 min
Create a 'low margin' alert
In this video, learn how to build a low margin report using advanced search - and then create a color-coded alert for your dashboard or home page.
2:00 min