Home Academy Video tutorials

Design your own database

4:34 min
Design your own database
Learn how to design a new database using our Designer tool. In this video for administrators Tim steps you through connecting to your data source and using drag and drop to map and customize the data. Watch the database build and open straight away in Phocas, ready to start your analysis.

Supporting documentation

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

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

Get support

Related video tutorials

Easy budget upload
Platform Platform

Easy budget upload

In this video for administrators Tim shows how to import budget data in Designer without the need for complex prep work.
1:35 min
Manage dashboards
Platform Platform

Manage dashboards

In this video for administrators Tina shows how to manage dashboards within a database. Learn how to share dashboards via folders, rename and delete dashboards and, if your site has this feature enabled, manage externally shared dashboards.

In this session, learn how to:

  • Effortlessly navigate and organize dashboards through the administration function in Phocas
  • Utilize filtering, searching, and sorting options for quick access and efficient dashboard management
  • Streamline collaboration by sharing, renaming, or removing dashboards individually or in bulk
  • Securely manage external links, granting control over shared dashboards to enhance data privacy and access control
3:58 min
Bulk update users
Platform Platform

Bulk update users

Learn how to save time by applying settings, permissions and database restrictions to multiple users at once using Bulk Update. This is often the next step after importing users.

3:37 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.
2:11 min