Homepage
Learn about the key elements of your homepage and how to find your content items.
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Learn about the key elements of your homepage and how to find your content items.
Last updated
Was this helpful?
When you first sign in to Phocas, you arrive at your homepage. To return to the homepage from anywhere in Phocas, click the Home button at the top of the Phocas menu on the left side of your screen.
Watch this Phocas Academy video: Homepage at a glance
The homepage grid contains a list of your Phocas content items and their details organized into the following columns:
Name: The name of the item.
Type: The type of item, such as dashboard, favorite, alert, and database.
Database: The database from which the item was created. For example, you might have a Declining products alert based on the data in your Sales database.
Folder: The folder in which the item was shared. For example, your organization might store all its sales-related dashboards in a Sales folder.
Owner: The user who created the item initially or was set as the owner at some point afterward.
Last opened: The last time you (signed-in user) opened the item.
Last updated: The last time the item was opened since the underlying database was built or the favorite was saved.
There are several ways to find the items you're looking for:
Your Phocas content items are organized into four tabs. Click a tab to filter the grid and see those specific items.
All: This tab opens by default and contains a list of all the items that have been shared with you. When you create your own items, they’ll also be displayed here.
Alerts: This tab contains a list of alerts that have been shared with you or any you create. Alerts allow you to monitor performance against set targets. The color coding identifies items that require your immediate attention.
Bookmarks: This tab contains a list of items that you have bookmarked. Bookmarks allow you to quickly access the items you use frequently or are currently working on. You can bookmark items from any tab on this homepage and the All tab on the Budgets & Forecasts homepage.
Subscriptions: This tab contains a list of favorites and dashboards to which you have subscribed.
When you find the item you want, click its name to open it. Afterward, it'll appear at the top of your homepage and in the Recents list in your Phocas menu.
When you apply one or more tabs, filters and sort orders to your homepage, your selections are retained. This means the next time you view your homepage, it'll look exactly as you left it. This effectively lets you set up your homepage to always display only the items you're interested in.
If your homepage does not meet your needs, you can replace it with a custom home dashboard that contains the information you want to view as soon as you sign in to Phocas.