Home Academy Video tutorials

Use alerts

2:56 min
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.

 

Supporting documentation

Phocas product Flex Modes Flex Modes
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

Save and share favorites
Flex Modes Flex Modes

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.

 

2:44 min
Manage favorites, dashboards, and subscriptions
Platform 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
Save and share favorites
Financial Statements Financial Statements

Save and share favorites

Discover how to quickly save frequently used views as favorites, so you can easily access them next time without redoing any setup.
2:32 min
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
NewSee the latest features, improvements and what's new in productView product updates