Folders

Share dashboards, favorites, and alerts by placing them in a folder that other users can access.

There are no default folders in Phocas, as each organization will typically want its own custom folders. Your administrator manages these folders. For example, your organization might have folders for different functional areas of the business, such as a Branch folder, which contains content items related to the branch's performance. All users who work in that branch would be granted access to the folder so they can see those items.

You can select from the list of available folders when creating, sharing, or cloning a dashboard, favorite, or alert. 

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On your Phocas homepage, the Folder column identifies the folders in which each content item is shared. To see only the content items in a specific folder, click the All dropdown menu, click Select none, then select the checkbox for that folder and click out of the filter.

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Related pages

• Collaboration

• Favorites

• Dashboards

• Folders (administration)