Home Academy Video tutorials

Set a dashboard as your home page

0:42 min
Set a dashboard as your home page
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

Phocas product Platform Platform
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

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
Set up elimination journals
Financial Statements Financial Statements

Set up elimination journals

Learn how to set up and post elimination journals in Phocas Financial Statements. This video covers the full elimination workflow, from creating an elimination entity and enabling elimination-only accounts to posting journals in Data Entry. It also shows how eliminations are kept separate from ERP actuals, helping you report clearly while maintaining a clean audit trail.

5:20 min
Rebates dashboard analysis and reporting
Rebates Rebates

Rebates dashboard analysis and reporting

Learn how to use Rebates dashboards to analyze performance and track rebate activity, helping you understand trends and make informed decisions.
10:30 min
Create an advanced filter in Flex Modes
Analytics Analytics

Create an advanced filter in Flex Modes

Learn how to use the Advanced Filter to take your analysis further and answer more complex questions. It’s a powerful way to refine your search results and uncover deeper insights in your data.

 

3:31 min