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
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
Analytics Analytics

Create an advanced filter

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
Get started as a Viewer
Platform Platform

Get started as a Viewer

Viewer licenses are for users who mainly need to view data rather than analyze it. Learn where to find and open the assets available to you as a Viewer.

1:08 min