The best place to quickly get started with Phocas Dashboards is our Resource Center. Simply click the purple Resource Center button in the bottom-right corner of your screen, then click the QuickStart option to open a checklist with guided tours that step you through the basics.
For detailed steps, click on the links below.
Discover dashboards - Take a tour of a Phocas dashboard and learn about its key features.
Filter dashboard data - Select segments from charts to filter your dashboard data.
Analyze dashboard data - Analyze a dashboard widget’s underlying data in the grid view.
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Typically, someone in your organization will create dashboards and share them with you. There are several ways to open a dashboard:
Click the Phocas menu > Dashboards to display a list of the dashboards, thenclick the dashboard you want to open.
On your homepage, click the Dashboards tab to view the list of dashboards in the grid, thenclick the dashboard you want to open.
If you have permission to manage dashboards, click the Phocas menu > Dashboards > Manage dashboards to see a list of all the dashboards, thenclick the dashboard you want to open.
While each dashboard is different, they all share common elements.
1 Widgets
Each dashboard comprises a collection of widgets containing content such as charts, grids, lists, nested tables, text, images, videos and web content. Most widgets are based on favorites. When the same item, such as a Customer or Product displays in multiple chart widgets, it displays as the same color in each chart, maintaining consistency across the dashboard.
Some grid widgets include a search box, in which case you can search for specific data without having to leave the dashboard. You can add and remove this search functionality via the widget settings.
2 Widget toolbar
When you hover over a widget, the widget toolbar displays. If you are viewing a shared dashboard, some of these functions might be unavailable.
Delete - Delete the widget permanently. However, if the widget was originally created from a favorite, the favorite will not be deleted.
Clone - Make a copy of the widget.
Edit - Edit the widget’s configuration on the Widget screen, which is the same screen that displays when creating a new widget. You can change the underlying data, the dashboard line in which it displays, its name or description, whether it is filterable or has a search box, and more. For more information about most of these tasks see Customize a dashboard and Add content to a dashboard.
Query - View information about the selections and settings that were present when the widget was created, including the database, dimension and period. Not available for URL widgets.
Analyze - Open the widget’s underlying data in the Phocas grid for further analysis or a more detailed view, provided you have permission to see the data. Usually opens in a new browser window.
Export - Download the widget’s data in a range of formats, or in the case of a chart, an image (camera icon).
Minimize - Temporarily minimize the widget to create more space on your dashboard.
Resize - Permanently change the size of the widget. This option is available only when the Flex option is enabled in the line settings.
3 Lines
The widgets on a dashboard are organized into lines. Hover over a line to display its toolbar. If you are viewing a shared dashboard, some of these functions might be unavailable.
Move - Drag and drop a line to a different position on the dashboard. As you drag, a blue box displays to indicate the proposed destination. Release and the line snaps to the blue box.
Edit - Change the name or description of the line, or change the way the widgets display in the line.
Delete - Permanently delete the line if you do not need it. This action will also delete all the widgets in the line. An Are you sure? warning message displays, as there is no way of recovering a deleted line.
Clone - Make a copy of the line, including all of its widgets and place it directly below the original line. Then drag it to a different position on the dashboard, or edit it, as required.
4 Focus and reset options
After you select a specific data item in an interactive widget, you can click the Focus button to filter out the other data. See Filter a dashboard.
The Reset button removes any filters and returns the dashboard to its original state.
5 Dashboard toolbar
The dashboard toolbar on the top right corner allows you to configure the dashboard by adding widgets or lines, setting the refresh frequency or sharing your dashboard with colleagues. This toolbar has the following action buttons:
Embed view - Open the dashboard in a new browser tab.
Custom - Apply a custom period to the widgets on the dashboard.
Print - Open the dashboard in a new browser tab, where you have the option to print it in PDF or send it to a printer.
Share - Share the dashboard. This is also a way you can rename a dashboard.
Delete - Delete the dashboard.
Clone - Make a copy of the dashboard to create a new dashboard.
Refresh - Set a dashboard to automatically refresh with any new data.
Line - Add another line at the bottom of the dashboard in which to add more widgets.
Widget - Add a widget in the form of a query, list, nested table, text or URL.