LogoLogo
More help and supportPhocas website
  • Home
  • Getting started
    • Navigation
    • Homepage
    • Data access
    • User licenses, profiles and permissions
    • Account settings
    • Databases
    • Periods
      • Offset dates
      • Default period for a database
    • Sharing and folders
      • Share a dashboard, favorite, or alert
    • Subscriptions
  • Analytics
    • Take a tour of Analytics
    • Work with the grid
    • View a summary of the data
    • Customize your view (Analytics)
      • Change the mode
        • Period mode
        • Period Variance mode
        • Period Stream mode
        • Moving mode
        • Stream mode
        • Total mode
        • Transaction mode
        • Matrix mode
        • Matrix Variance mode
        • Matrix Share mode
        • Variance mode
        • Search mode
        • Market mode
        • Custom mode
      • Change the properties (Analytics)
      • Change the measures (Analytics)
      • Change the stream
      • Use the activity filter
      • Change the data format
      • Change the period (Analytics)
    • Drill down into your data (view transactions)
    • Filter data (use dimensions)
    • Select data (Analytics)
    • Focus on data (Analytics)
    • Copy or export data
    • Search for data
      • Perform a basic search
      • Perform an advanced search
      • Search for similar or comparative data (right-click filter)
    • Add levels to the grid (grid nesting)
    • Compare data with Matrix mode
    • Get more options for viewing data
    • Visualize your data in a chart
      • Bar and Column charts
      • Combo chart
      • Pareto chart
      • Waterfall chart
      • Line chart
      • Area and % Area charts
      • Pie and Donut charts
      • Bubble chart
      • Radar chart
      • Gauge chart
      • Bullet chart
      • Summary and Ring Summary charts
      • Map charts
      • Configure the chart options
      • Select and focus on a chart segment
      • Export a chart as an image
      • Use the chart legend
    • Save favorites and add to dashboards (Analytics)
    • Reset data
    • Phocas AI
  • Flex Modes
    • Switch modes
    • Change the period (Flex Modes)
    • Filter data (Flex Modes)
    • Compare data in a matrix
    • Apply conditional formatting
    • Create a nested view
    • Manage columns (Flex Modes)
    • Save and share a favorite (Flex Modes)
    • View your data in a chart (Flex Modes)
  • Financial Statements
    • Take a tour of Financial Statements
    • Overview of access to financial statements
    • Customize your view (Financial Statements)
      • Change the properties (Financial Statements)
      • Change the measures (Financial Statements)
      • Change the period (Financial Statements)
      • Change the streams and scenarios
        • Change the budget data
      • Change the columns
      • Change the style
      • Change the rows (activity filter)
    • Filter the financial information
    • Select and focus on data (Financial Statements)
    • Copy or export financial information
    • Add a level in a financial statement
    • View financial information in a matrix (change column groups)
    • Add and view comments (Financial Statements)
    • View transactions (Financial Statements)
    • View financial information in a chart
      • Create a Pie and Donut chart (Financial Statements)
      • Create a Value card
      • Export a financial chart widget as an image
    • Save and share favorites (Financial Statements)
    • Add financial analysis to a dashboard
    • Manage financial statements
      • Overview of financial statements and dimensions
      • Create a financial statement
      • Delete a financial statement
      • Customize a financial statement
        • Rename a financial statement
        • Reorder a financial statement
        • Customize account groups
        • Customize calculations
          • Functions for Profit & Loss calculations
          • Formulas for financial ratios
        • Customize headings and spacers
        • Set the revenue row in a Profit & Loss statement
        • Customize columns
        • Customize a Cash Flow statement
          • Common account mapping for Cash Flow statements
        • Rebuild the database
      • Set the financial year end date
      • Map the Retained Earnings account(s)
      • Restrict access to accounts
      • Manage streams and scenarios
        • Manage budget streams (Financial Statements)
      • Create a budget (Financial Statements)
      • Use statistical streams
      • Use multiple currencies
      • Manage dimension groups
      • Map categories from your Chart of Accounts
  • Budgets & Forecasts
    • Overview of key terms and concepts
      • Budgets versus forecasts
      • Users and data access
      • Relationship with the Financial Statements module
      • 3-statement budgeting
      • Filtering methods
      • Demand planning
      • Loan repayments
    • Take a tour of Budgets & Forecasts
      • Explore the budget workbook
      • Explore the forecast workbook
      • Explore the Balance Sheet and Cash Flow budgets and forecasts
    • Customize your view (Budgets & Forecasts)
      • Filter a worksheet (search for items)
      • Group period columns
      • Use layouts
    • Use session filters
    • Edit values in a worksheet
      • Open workbook notes
      • Use keyboard shortcuts
      • Copy and paste values
      • Use comparison rows
      • Use sum and working lines
      • Use formulas
      • Spread totals
      • Revert to the baseline values
      • Edit the Balance Sheet budget
      • View and use headcount data
    • Refresh a workbook
    • Use workflows
      • Contribute to the workflow
      • View the workflow history
      • View workflow comments
    • View budget information in a chart
    • Open baseline, comparative, or opening balance data
    • Review the budget or forecast
      • Add and view cell comments
      • View and restore the cell history
      • View the audit log
      • Compare actuals, budgets and forecasts
    • Export a workbook or worksheet tab
    • Manage budgets and forecasts
      • Create a budget workbook
        • Best practices for efficient budgeting
        • Filtered budget or forecast
        • Budget by region and branch
        • Multi-currency budget
        • Unclassified data
        • Period types in budgets
        • Additional measures for driver-based budgeting
      • Create a forecast workbook
      • Clone a workbook
      • Import a budget or forecast
      • Edit the workbook setup
      • Roll a budget forward
      • Add more detail to a budget or forecast
      • Add worksheet tabs (drivers)
        • Balance Sheet and Cash Flow tabs
        • Manual Entry tab
        • Database tab
        • Headcount tab
          • Headcount tab FAQs
        • Reference tab
        • Lookup tab
        • Allocations tab
        • Scratch Pad tab
      • Manage worksheet tabs
      • Add notes to a workbook
      • Customize the format of measures
      • Manage the workflow
      • Manage user access and notifications
      • Publish a budget, forecast or other worksheet tab
      • Fix the baseline in a budget
      • Delete or restore a workbook
      • Delete a stream (Budgets & Forecasts)
  • Rebates
    • Overview of rebates
    • Get started with Rebates
    • Projects
    • Rules
      • Parent-child rebate rules
      • Rebates calculation methods
      • Yearly rebates
      • Quarterly rebates
      • Monthly rebates
      • Whole rule period rebates
      • Retrospective rebates
      • Pro rata rebates
    • Calculations
      • Run a calculation
      • Schedule calculations
      • View calculation results and transactions
      • Post calculation results
    • Seasonal calendars
    • Rebates analysis
    • Rebates near miss analysis
  • CRM
    • Overview of CRM
    • Agenda
    • Contacts
    • Accounts
    • Leads
    • Activities
      • Microsoft 365 Outlook calendar integration
    • Campaigns
    • CRM analysis
    • CRM administration
  • Favorites
    • Save a favorite
    • Manage favorites
    • Set a favorite as your default view
    • Use alerts
  • Dashboards
    • Use dashboards
    • Create a dashboard
    • Set a dashboard as your homepage
    • Manage dashboards
  • Administration
    • Overview of access to data (Administration)
    • Users
      • Add, update or delete a user account
        • User maintenance form
        • User permissions
      • Create a user template
      • Manage a user's database access and restrictions
      • Manage user passwords
      • Monitor user activity
      • Lock user accounts
      • Impersonate a user
    • Profiles
    • Folders (Administration)
    • Favorites (Administration)
    • Dashboards (Administration)
    • Subscriptions (Administration)
    • Periods (Administration)
      • Period types
      • Working days
    • Databases (Administration)
    • Sync Sources
    • Connectors
    • Configuration
      • Set up SSO
      • Set up SSO with Microsoft Entra ID
    • Logs
    • Designer
      • Modify a database
      • Get your data into Phocas
      • Design a database
        • Create a database
        • Add (connect) data to a database
        • Map data to the database
        • Save your database design
      • Design a financial database
      • Build a database
      • View and revert to older design versions
      • Add a budget file to a financial database
      • Add a budget file to a non-financial database (easy budget upload)
    • Sync
      • Automatically join or split items during Sync (split view)
      • Schedule the sync process
      • Migrate Sync
      • Test the sync process
    • Reserved words and characters
    • End of year maintenance tips
  • OTHER INFORMATION
    • File upload
    • Encrypt (share secrets)
    • Glossary
    • Release notes
      • Analytics release notes
      • Flex Modes release notes
      • Financial Statements release notes
      • Budgets and Forecasts release notes
      • Rebates release notes
      • Administration release notes
    • System requirements
    • Technical limitations
    • Security information
    • Scheduled upgrade and maintenance periods
    • More help and support
Powered by GitBook

© Phocas Software

On this page
  • Open an item
  • Change your homepage

Was this helpful?

  1. Getting started

Homepage

Learn about the key elements of your homepage and how to find your content items.

PreviousNavigationNextData access

Last updated 3 months ago

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:

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.

  • 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.

Search: Use the search box in the top-right corner to quickly find a particular item. As you type a keyword, the grid contents are filtered to display only the matching items. Often, you don’t need to enter a whole keyword, as the search results are so fast.

Sort: Click the applicable column header to sort the items by that condition. For example, you might want to sort the items by Database in alphabetical order. Sorting by Last Opened or Last Updated is particularly useful to see the most recently opened or updated items.

Filter: Use the following column filters to refine the list of items that display in the grid:

  • Type: Filter the grid to see only a specific type of item, such as all the favorites that have been shared with you or all the databases you have access to.

  • Database: Filter the grid to see only the items associated with a specific database. For example, you might want to see all the favorites, dashboards, and alerts in your Finance database.

  • Folder: Filter the grid to see only the items stored in a specific folder. For example, you might want to see only items in the Marketing folder.

  • Owner: Filter the grid to see the items owned by a specific user. For example, you might want to get a quick list of all the items that you own.

There are several other actions you can take from your homepage. The available actions depend on the item and your user permissions. Click the menu button (three dots) at the end of the item row and select the required option:

  • Set default period: This option is available for database items. It allows you to change the default period (timeframe) you see when you open the database.

  • Share: This option is available for favorites, alerts, and dashboards. It allows you to share the item with an individual user or put it in a folder so it’s available to a group of users.

  • Bookmark: This option adds the item to the Bookmarks tab.

  • Subscribe: This option allows you to subscribe to favorites, alerts, and dashboards. When you are subscribed to an item, the option changes, allowing you to manage the subscriptions.

  • Edit: This option is available for favorites, alerts, and dashboards. It allows you to change the name, description, or owner of the item.

  • Delete: This option is available for favorites, alerts, and dashboards. It allows you to delete the items you own. You can’t delete items shared with you, but you can use the grid filters to remove such items from your view.

Open an item

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.

Change your homepage

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.

: 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.

: The folder in which the item was shared. For example, your organization might store all its sales-related dashboards in a Sales folder.

If your homepage does not meet your needs, you can replace it with a custom that contains the information you want to view as soon as you sign in to Phocas.

Database
Folder
home dashboard
Homepage at a glance