Financial Statements 
Budgets & Forecasts 
Rebates 
CRM Report on your data
8:46 minutes total learning time
Learn how to export data, save favorites, set up alerts, and create visual overviews with tools like dashboards, charts, and graphs. These features make it easy to present your metrics clearly and effectively.
Phocas product
Analytics 4 videos in this onboarding module
1
Save useful data as a favorite
2:02
2
Create a 'low margin' alert
3:31
3
Visualize your data in a chart
1:22
4
Discover dashboards
1:51
4 videos in this onboarding module
1
Save useful data as a favorite
2:02
2
Create a 'low margin' alert
3:31
3
Visualize your data in a chart
1:22
4
Discover dashboards
1:51
Save useful data as a favorite
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
Create a 'low margin' alert
In this video, learn how to build a low margin report using advanced search - and then create a color-coded alert for your dashboard or home page.
Supporting documentation
Visualize your data in a chart
Discover how you can use charts to quickly visualize your data and spot trends at a glance. Charts are especially helpful when dealing with large datasets, allowing you to get an easy visual overview without scrolling through endless columns and rows in the grid.
Supporting documentation
Discover dashboards
See just how user friendly a Phocas dashboard can be. Here we show you how to make some simple selections on a dashboard, focus, clear and reset.
Supporting documentation
Phocas product
Analytics 
Related onboarding modules
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