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
Dashboards
Share
LinkedIn X Facebook E-mail
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
Create a custom period
Analytics Analytics

Create a custom period

Custom periods are temporary date ranges used for analysis without being saved. See how to apply them to review specific timeframes, like a sales promotion. Custom periods can include full months, partial months, or a custom range of dates, depending on the available period types in the database.
1:27 min
Create KPI-style gauge, summary and bullet charts
Analytics Analytics

Create KPI-style gauge, summary and bullet charts

Discover how to track key performance indicators using KPI chart types in an Analytics database. In chart view, explore Gauge, Bullet, and Summary charts to visualize business goals and targets, ensuring performance insights are clear and easy to monitor.
3:25 min
Create a financial statement
Financial Statements Financial Statements

Create a financial statement

Learn how to create a custom financial statement to suit your business needs from scratch.
3:20 min