Save and share favorites
Save your analysis points and insights as favorites and share them with your team.
Favorites are one of the key features of Phocas and are available across several modules. See the Favorites pages to learn more.
When you change your view of a financial statement or filter the information data during your analysis, you can save that view as a favorite to save you time when you access it later. You can save multiple favorites and easily switch from one view to another for quick and easy access to the information that you need.
If you have permission, you can share your favorites with other users in your organization and people who are not Phocas users. As access to your financial information is controlled, you have the freedom to securely share to share a favorite view of a financial statement or a dashboard without having to worry about who can see what.
Click the blue arrow next to the database name and select Save as favorite, then configure the favorite and click Save. See Save a favorite for more information.
You can add favorites to a dashboard to help you monitor financial performance.
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