Financial Statements 
Budgets & Forecasts 
Rebates 
CRM Save useful data as a favorite
2:02 min
Do you often refer to a specific data view? Learn how to save it as a favorite in Phocas for quick access, and find out where to locate your saved favorites.
Supporting documentation
Related video tutorials
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
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
Analytics Summary charts 2
Use a summary chart to turn a favorite into a simple color-coded dashboard widget. See Andy's 'Summary charts 1' video in the Charts module to learn how to create a summary chart widget from scratch.
2:15 min
Analytics Summary charts 1
Learn how to display margin as a simple color-coded 'smiley'on the dashboard, using a summary chart. See Andy's 'Summary Charts 2' video in the Charts module to see how to use turn a favorite into a dashboard widget.
3:42 min