Phocas is organized into three areas; the Phocas menu on the left, the bar along the top and the content in the middle.
Use the Phocas menu
The Use the Phocas menu displays on the left of your screen and this is how you to move around your Phocas site.
The Phocas menu contains the following items:
Home - Click this item to open your homepage.
Phocas modules (Analytics, Financial Statements, Budgets & Forecasts, Rebates and CRM) - Click a module name to access that module; depending on the module, either its homepage opens directly or you get a list of options, or if you do not have a particular module, you get a marketing panel that contains information about that module.
Recents - Click this item to view links to the 10 most recent places you have visited in Phocas. Recents allows you to easily see where you've been and get back there quickly, to pick up where you left off.
Favorites - Click this item to view links to your favorites. A favorite is a an analysis point, such as a chart or particular view of a grid, that has been saved for quick reference. You might have some favorites that have been shared with you and you can create your own favorites.
Dashboards - Click this item to view links to your dashboards. A dashboard is a page that displays a collection of 'widgets', which contain content such as charts, lists, nested tables, text, images, videos and web content. Most widgets are based on favorites. You might have some dashboards that have been shared with you and you can create your own dashboards.
Administration - Available only if you have administration permission, click this item to open the Administration module, where you can manage users, databases, configure your Phocas site and more.
Resource Centre - Click this item to launch the Resource Centre, where you can access Phocas QuickStart, which has in-product tours, video tutorials and links to this user documentation site. The content is contextual, so depending whether you are on your homepage or in a database, the Resource Centre menu will show you relevant content. It’s a great way to get started with Phocas.
Give Feedback - Click this item to launch a feedback form, where you can provide feedback and comments to help us improve Phocas.
To get a better view of whatever screen you’re working on, you can collapse the Phocas menu. Hover over the menu to display the Collapse button, then click the button. The menu options are still available, they just take up less space. You expand the menu in the same way.
Use the Actions menu
Top bar
In the bar along the top, you can see the name of the entity you are viewing, which is a database, favorite or dashboard. Next to that name is a chevron button you can click to access the Actions menu. On the far right is your profile button.
The options that are available in the Actions menu depend on your user permissions, the entity you are viewing, and the state that the entity is in.
For example, if you are viewing data in the Analytics grid, you get the option to save your view as a favorite. However, if you are viewing a favorite, you get the option to save the changes you make either to the exiting favorite or a new favorite.
Search favorites, dashboards and databases
Use the top bar?
Comments?
Relese notes