We launched a new side menu to help you get around Phocas more easily and find all your important tools and data in a sleek, collapsible menu. We made some other navigation changes to simplify your screen and bring common actions closer to where you need them. Access your Phocas modules and open recents, favorites and dashboards. Access the Administration menu. Filter the items in each module, or in recents, favorites and dashboards. This option replaces the Navigate to search box that was in the top bar. Launch the Resource Centre to access help and learning resources directly in Phocas. In a database, perform common actions from a new position near the database name. Simply click the arrow to view your options. For more details, see Find your way around Phocas.Side menu
Quick access to common actions
The best place to quickly get started with Phocas Analytics is our Resource Center in Phocas. When you open an Analytics database for the first time, the QuickStart feature displays on the bottom-right side of your screen. It contains a checklist with guided tours that step you through the basics. At any time, you can click the Resource Center button near the bottom of the Phocas menu on the left to access other helpful links.
For detailed steps, click on the links below.
Take a tour of Analytics - Explore the Analytics grid and its key features.
Drill down into your data - Isolate selected data to deepen your analysis with the Focus feature.
Compare data to uncover key insights - Review the performance of regions, products, customers and more side-by-side with Matrix mode.
Visualize your data - View your data in a chart or graph to see trends at a glance.
Save views, charts and analysis points - Save useful views and visualizations as favorites for quick access at any time.
Prefer videos? Watch the Phocas QuickStart: Analytics videos in the Academy.