A typical home screen. On this home screen, Alerts, Dashboards and Favorites have been expanded, while the list of Databases is collapsed.
Open a favorite, dashboard or database
Expand to see the full list. Select the name to open a favorite, dashboard or database. The selected item will open in the same window and the name will appear in the navigation bar.
Filter or search the home screen
Search the home screen
- Type a word in the search box. The search begins as soon as you start typing. It uses 'is like', so you don't need to search for the entire name. Clear the search by deleting the text in the search box.
Filters and search box
Filter by folder or database
- Choose Database > and select a database to filter you screen. The database button will display the selection. To view all, select Database > All. E.g, selecting 'Sales' from the databases list will result in the screen showing only favorites created from that database and dashboards containing a widget from that database.
- Choose Folder > All, Personal or Shared, or select a specific folder that has been shared with you. The Folder button will display your choice and will turn orange to show that a filter is active.
What else you can do from the home screen
Share a dashboard or favorite
Share a dashboard with a non-Phocas user
Generate a link to share a view-only version of a dashboard with someone who doesn't have a Phocas login. See Share a dashboard with anyone
Subscribe to a favorite
Choose the gray Subscribe iconto have a favorite automatically delivered to your inbox in a format of your choice. To learn how to do this, see Subscribe to a favorite.
Note. Administrators can right-click on a favorite to manage subscriptions for that favorite.
Create a dashboard
You can create a new dashboard straight from the home screen by choosing the New dashboard button near the top left. Learn how to create a dashboard.
Delete a dashboard or favorite
Deletean item, or only remove it from your screen.
Select a default period for a database
Choose the period icon so that a particular date range displays each time you open that database. Learn how to Select a default period for a database.icon to assign a default period to a database