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Dashboards in Phocas typically have dynamic content, refreshing regularly to keep the latest and most relevant information at your fingertips. They are interactive, allowing you to select, focus, filter and link.

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Set a dashboard to automatically refresh

Select Refresh  to update a dashboard with any new data or, if you have permission, set a refresh frequency (every 15 minutes or every hour). The refresh interval is not saved with the dashboard and will be reset if you navigate away from the page.

To stop a dashboard automatically refreshing select  > Stop.

Focus and filter on a dashboard

Select one or more segments of a chart on the dashboard and Focus. The chart will update; unselected items will be removed. You can also select and focus on rows in a grid widget.

Example

In this example, the user hovers on a 'Customer type' pie chart in a dashboard and selects the 'Manufacturing' segment of the chart, then focuses. This applies a filter to the entire dashboard, as the three images below illustrate.

Image 1. On a dashboard, the user selects and focuses on 'Manufacturing' within a pie chart.

Image 2: Dashboard without any filters applied.

  • To see the difference that the filter makes, note the 'total revenue' call in the top-left widget (underlined in red).

Image 3: The same dashboard filtered by 'Manufacturing customer type'.

  • Note the 'total revenue' in the top-left ' widget (underlined in red) now only represents 'manufacturing' customers.

Choose filtering order 

You can choose whether to apply a dashboard filter before or after an existing widget filter, such as an advanced search filter. The order in which the filter is applied affects the results. 

Change the filter order by opening the widget. If a prior filter has been the widget has filter applied you will see an option to select either 'Filter applied first' or 'Filter applied last' i.e, whether you want a dashboard filter to be applied before or after the widget's existing filter is applied).

The image below shows the different results returned depending on the filter order.

Status bar, resetting and clearing

The filter will be displayed at the top of the dashboard and can be cleared the filter with the 'X' or Reset. All widgets that have been filtered will display a small filter icon. Each filter can be cleared individually, using the X.

Hovering on an item in the status bar displays a pop-up listing your focused selections, filters etc.

Selectable and filterable widgets 

Widget types that are able to be selected and filtered have this option switched on by default. Users can edit a widget to change 'Is Filterable' to 'no', for example, to compare the whole company to just one rep, or to just one branch. So you might have two identical widgets, one which filters and the other that doesn’t.   

Filtering is applied to widgets which share a common dimensions; widgets which do not contain the dimension are not filtered.

Link dashboards  

Dashboards can be set up to link to one another. This allows you to select a link within a widget to open another dashboard. You can also choose to filter the data shown in second dashboard. 

How to link dashboards 

Note that only 'grid' widgets (not charts) can be used. You can set a 'link to' dashboard when creating the widget, or go back and edit the widget.

Select the dashboard you want link to. In this example, it's 'Customer Scorecard'.
 

Save the widget. The data in the 'Code' column of that widget will turn blue, indicating an active link. 

Open filtered dashboard

Click on the active customer code in the widget to open the 'link to' dashboard in a new tab. The dashboard (in this example, 'Customer Scorecard') opens, already filtered by the selected customer.