# Latest **URL:** https://pug.phocassoftware.com/latest.md [Latest](https://pug.phocassoftware.com/latest.md) · [Categories](https://pug.phocassoftware.com/categories.md) · [Tags](https://pug.phocassoftware.com/tags.md) --- ## [Welcome to the Phocas community](https://pug.phocassoftware.com/t/welcome-to-the-phocas-community/8)
**Author:** [@system](https://pug.phocassoftware.com/u/system)\ **Replies:** 0\ **Last updated:** [September 13, 2017, 1:01am UTC](https://pug.phocassoftware.com/t/welcome-to-the-phocas-community/8 "2017-09-13T01:01:11Z")
Welcome to the Phocas User Group (PUG) forum The forum is where you can connect with fellow Phocas users, share ideas, ask questions, and get more out of our products together. Users can exchange information about the w… --- ## [Descriptions on dimensions (metadata)](https://pug.phocassoftware.com/t/descriptions-on-dimensions-metadata/2217)
**Author:** [@JonKemp](https://pug.phocassoftware.com/u/JonKemp)\ **Replies:** 5\ **Last updated:** [September 22, 2026, 1:16pm UTC](https://pug.phocassoftware.com/t/descriptions-on-dimensions-metadata/2217 "2026-09-22T13:16:50Z")
Hi, A good idea came in from our sales team today. One of the elements that can confuse new users is not having the ability to provide a description against the dimension when performing a query. For example we could … --- ## [Is there a way to specify a stream on a dimension link](https://pug.phocassoftware.com/t/is-there-a-way-to-specify-a-stream-on-a-dimension-link/3042)
**Author:** [@jvergara](https://pug.phocassoftware.com/u/jvergara)\ **Replies:** 1\ **Last updated:** [September 10, 2026, 6:52pm UTC](https://pug.phocassoftware.com/t/is-there-a-way-to-specify-a-stream-on-a-dimension-link/3042 "2026-09-10T18:52:29Z")
I would like to like to a different stream other than the default stream. I have been successful with the default stream. Just on an alternative stream. Here is the default stream link that does work database:Sales|D… --- ## [Is there a way to show a goal line in a line graph?](https://pug.phocassoftware.com/t/is-there-a-way-to-show-a-goal-line-in-a-line-graph/3043)
**Author:** [@jvergara](https://pug.phocassoftware.com/u/jvergara)\ **Replies:** 1\ **Last updated:** [September 9, 2026, 10:46am UTC](https://pug.phocassoftware.com/t/is-there-a-way-to-show-a-goal-line-in-a-line-graph/3043 "2026-09-09T10:46:43Z")
I have used the gauge chart to show goals; however, I would like to do something similar to the pasted chat below. The orange line is the goal and the other is the measure. --- ## [Dashboard subscription with PDF/Image included](https://pug.phocassoftware.com/t/dashboard-subscription-with-pdf-image-included/3040)
**Author:** [@hakio](https://pug.phocassoftware.com/u/hakio)\ **Replies:** 2\ **Last updated:** [September 1, 2026, 12:02pm UTC](https://pug.phocassoftware.com/t/dashboard-subscription-with-pdf-image-included/3040 "2026-09-01T12:02:13Z")
Strictly speaking, there actually is a subscription options for dashboards - from the Home-screen → Dashboard-tab and the 3 vertical dots where a subscribe-options is found. But it doesn’t do much - and not the one thin… --- ## [Don't encryption SQL code in .sync file](https://pug.phocassoftware.com/t/dont-encryption-sql-code-in-sync-file/3003)
**Author:** [@janthony](https://pug.phocassoftware.com/u/janthony)\ **Replies:** 3\ **Last updated:** [September 1, 2026, 1:11am UTC](https://pug.phocassoftware.com/t/dont-encryption-sql-code-in-sync-file/3003 "2026-09-01T01:11:17Z")
We now have all our .sync files in git. There are some great code review features for sql, both human and AI, but we are unable to utlilise because the sql is encrypted. The sql encryption is a relative recent feature ie… --- ## [Sending dashboards through e-mail](https://pug.phocassoftware.com/t/sending-dashboards-through-e-mail/779)
**Author:** [@Victor](https://pug.phocassoftware.com/u/Victor)\ **Replies:** 2\ **Last updated:** [September 1, 2026, 12:51am UTC](https://pug.phocassoftware.com/t/sending-dashboards-through-e-mail/779 "2026-09-01T00:51:25Z")
I know there is a previous topic on this but was wondering if there is any headway on making a subscription service for Dashboards? I have a few sales people that would rather receive a hard copy of the Dashboard than lo… --- ## [Bulk Subscribe Users to Favorite](https://pug.phocassoftware.com/t/bulk-subscribe-users-to-favorite/3036)
**Author:** [@drneubauer](https://pug.phocassoftware.com/u/drneubauer)\ **Replies:** 1\ **Last updated:** [August 14, 2026, 2:17am UTC](https://pug.phocassoftware.com/t/bulk-subscribe-users-to-favorite/3036 "2026-08-14T02:17:44Z")
Proposal: Develop functionality that allows multiple users to be subscribed to the same favorite or dashboard at once, eliminating the tedious process of configuring subscriptions individually. This capability would be e… --- ## [Merlin and Quotes](https://pug.phocassoftware.com/t/merlin-and-quotes/3032)
**Author:** [@garry.smith](https://pug.phocassoftware.com/u/garry.smith)\ **Replies:** 1\ **Last updated:** [August 13, 2026, 5:36am UTC](https://pug.phocassoftware.com/t/merlin-and-quotes/3032 "2026-08-13T05:36:34Z")
We are a steel stockholders and industrial supplies company and we are looking for a Phocas user that has a robust system to follow up quotes, we do use chrystal reports and Phocas, that would be willing to share a syste… --- ## [Flex Mode : Export to CSV when nesting](https://pug.phocassoftware.com/t/flex-mode-export-to-csv-when-nesting/3033)
**Author:** [@JonKemp](https://pug.phocassoftware.com/u/JonKemp)\ **Replies:** 1\ **Last updated:** [August 13, 2026, 5:17am UTC](https://pug.phocassoftware.com/t/flex-mode-export-to-csv-when-nesting/3033 "2026-08-13T05:17:13Z")
The flex mode supprots CSV if a flat grid, however when nesting occurs we can no longer export to CSV. The fundamental reason for CSV export is when nested we no longer get a flattened output, anything that is grouped u… --- ## [Phocas Community Learning Circle - July 29 - 10am AEST](https://pug.phocassoftware.com/t/phocas-community-learning-circle-july-29-10am-aest/3028)
**Author:** [@pete.mcfadden](https://pug.phocassoftware.com/u/pete.mcfadden)\ **Replies:** 1\ **Last updated:** [July 30, 2026, 7:32pm UTC](https://pug.phocassoftware.com/t/phocas-community-learning-circle-july-29-10am-aest/3028 "2026-07-30T19:32:53Z")
Hi Phocas Community One of the requests we got from our recent feedback loop with members and customers was to provide more avenues for customers to connect with other customers. One way to do that is through this forum… --- ## [Dashboard master filters](https://pug.phocassoftware.com/t/dashboard-master-filters/936)
**Author:** [@JonKemp](https://pug.phocassoftware.com/u/JonKemp)\ **Replies:** 14\ **Last updated:** [July 17, 2026, 10:00pm UTC](https://pug.phocassoftware.com/t/dashboard-master-filters/936 "2026-07-17T22:00:17Z")
Hi, Sorry if posted before, couldn’t see a topic. A suggestion I would like to put forward is to allow the dashboard designer to place an overriding filter for a dashboard which is using the common dimensions. Note thi… --- ## [Defensive Programming - Deleting](https://pug.phocassoftware.com/t/defensive-programming-deleting/2136)
**Author:** [@jmills](https://pug.phocassoftware.com/u/jmills)\ **Replies:** 6\ **Last updated:** [July 17, 2026, 9:57pm UTC](https://pug.phocassoftware.com/t/defensive-programming-deleting/2136 "2026-07-17T21:57:22Z")
There should be some warning and/or prompt to prevent you from deleting a user that has things that they own. We recently deleted a user who left the company; we checked that they didn’t owner anything but later found ou… --- ## [Bulk Update — Feedback & Feature Requests](https://pug.phocassoftware.com/t/bulk-update-feedback-feature-requests/3030)
**Author:** [@Till](https://pug.phocassoftware.com/u/Till)\ **Replies:** 2\ **Last updated:** [July 6, 2026, 10:15pm UTC](https://pug.phocassoftware.com/t/bulk-update-feedback-feature-requests/3030 "2026-07-06T22:15:21Z")
The Bulk Update tool is great for managing users at scale, but a few areas could use improvement. 1. Output of Changes At the final confirmation screen, it would be helpful to see a clearer summary of what’s changing —… --- ## [Dynamically select top 20 customers](https://pug.phocassoftware.com/t/dynamically-select-top-20-customers/1034)
**Author:** [@DBragg](https://pug.phocassoftware.com/u/DBragg)\ **Replies:** 9\ **Last updated:** [June 24, 2026, 2:14am UTC](https://pug.phocassoftware.com/t/dynamically-select-top-20-customers/1034 "2026-06-24T02:14:20Z")
I’m trying to create a report that will automatically select the top 20 customers based on sales FYTD. Since it will be a report updated on ongoing bases, I would like the favourite to always select the top 20 customers,… --- ## [Community Changes](https://pug.phocassoftware.com/t/community-changes/3011)
**Author:** [@pete.mcfadden](https://pug.phocassoftware.com/u/pete.mcfadden)\ **Replies:** 4\ **Last updated:** [June 1, 2026, 12:44am UTC](https://pug.phocassoftware.com/t/community-changes/3011 "2026-06-01T00:44:02Z")
Hi everyone, I’m Pete, I recently joined Phocas as the Global Education Program Manager, and one of the things I’m most excited about is this community. Over the coming months, you’ll start to see some changes to the PU… --- ## [Sales Rep Budget and Product Budget in same stream](https://pug.phocassoftware.com/t/sales-rep-budget-and-product-budget-in-same-stream/3021)
**Author:** [@lbullard90](https://pug.phocassoftware.com/u/lbullard90)\ **Replies:** 2\ **Last updated:** [May 25, 2026, 10:10am UTC](https://pug.phocassoftware.com/t/sales-rep-budget-and-product-budget-in-same-stream/3021 "2026-05-25T10:10:10Z")
I have done my sales budget using Easy Budget Upload. This is mapped using the Sales Rep, Customer, Ship To. This is what it looks like right now. One tab is for the value & the other for cost, so that we can compare Val… --- ## [What’s new in Phocas](https://pug.phocassoftware.com/t/what-s-new-in-phocas/3015)
**Author:** [@pete.mcfadden](https://pug.phocassoftware.com/u/pete.mcfadden)\ **Replies:** 2\ **Last updated:** [May 6, 2026, 1:04am UTC](https://pug.phocassoftware.com/t/what-s-new-in-phocas/3015 "2026-05-06T01:04:44Z")
We’re constantly enhancing Phocas to deliver more value to your business. We have launched a new page that brings together a curated view of product updates — from new features and products to key enhancements — along wi… --- ## [PUG Classroom Melbourne: Automotive edition in May](https://pug.phocassoftware.com/t/pug-classroom-melbourne-automotive-edition-in-may/3016)
**Author:** [@pete.mcfadden](https://pug.phocassoftware.com/u/pete.mcfadden)\ **Replies:** 0\ **Last updated:** [April 28, 2026, 6:06am UTC](https://pug.phocassoftware.com/t/pug-classroom-melbourne-automotive-edition-in-may/3016 "2026-04-28T06:06:46Z")
Hi everyone We have an Automotive focussed in-person event coming up in Melbourne on May 13 2026. Take your Phocas skills to the next level with a practical, hands-on afternoon tailored for automotive distributors. Ses… --- ## [Compare variance over multiple years by month](https://pug.phocassoftware.com/t/compare-variance-over-multiple-years-by-month/3001)
**Author:** [@claire\_lindsay](https://pug.phocassoftware.com/u/claire_lindsay)\ **Replies:** 6\ **Last updated:** [April 21, 2026, 3:52am UTC](https://pug.phocassoftware.com/t/compare-variance-over-multiple-years-by-month/3001 "2026-04-21T03:52:03Z")
Currently in Phocas if you need to compare sales against 2 financial year periods by month, you’re able to do this in Phocas by selecting the variance or period variance mode. However there are times when we need to comp… --- ## [Restricting Account-level View in Financial Statements](https://pug.phocassoftware.com/t/restricting-account-level-view-in-financial-statements/3006)
**Author:** [@tim.janes](https://pug.phocassoftware.com/u/tim.janes)\ **Replies:** 0\ **Last updated:** [March 16, 2026, 8:59pm UTC](https://pug.phocassoftware.com/t/restricting-account-level-view-in-financial-statements/3006 "2026-03-16T20:59:02Z")
Hi, I know I can use “Account Restrictions” to prevent users from drilling into the transaction level on Financial Statements, and I also know that I can set restrictions on a user’s license/access to the Financial Stat… --- ## [New Budget stream - map Value and Profit measures](https://pug.phocassoftware.com/t/new-budget-stream-map-value-and-profit-measures/3000)
**Author:** [@lbullard90](https://pug.phocassoftware.com/u/lbullard90)\ **Replies:** 0\ **Last updated:** [January 9, 2026, 9:40pm UTC](https://pug.phocassoftware.com/t/new-budget-stream-map-value-and-profit-measures/3000 "2026-01-09T21:40:43Z")
Just wanting to get a sense if what I’m wanting to do is possible. I am uploading our 2026 Budget to a new stream in our Sales database. Where my issue comes in is that I’d like map Budget Value and Budget Profit Dolla… --- ## [Mapping to a calculated measure (eg. budget margin to a calculated margin Measure](https://pug.phocassoftware.com/t/mapping-to-a-calculated-measure-eg-budget-margin-to-a-calculated-margin-measure/2129)
**Author:** [@hakio](https://pug.phocassoftware.com/u/hakio)\ **Replies:** 2\ **Last updated:** [January 9, 2026, 9:26pm UTC](https://pug.phocassoftware.com/t/mapping-to-a-calculated-measure-eg-budget-margin-to-a-calculated-margin-measure/2129 "2026-01-09T21:26:23Z")
Hi, I do not believe I can archive what I would like, at the moment in Phocas, but just asking here before raising a product suggestion. In a very common Sales DB we got Measures like Value (rev.) and Cost which is map… --- ## [Separate sync for only Financial Data](https://pug.phocassoftware.com/t/separate-sync-for-only-financial-data/2996)
**Author:** [@avazquez1](https://pug.phocassoftware.com/u/avazquez1)\ **Replies:** 1\ **Last updated:** [December 11, 2025, 1:08pm UTC](https://pug.phocassoftware.com/t/separate-sync-for-only-financial-data/2996 "2025-12-11T13:08:58Z")
I am attempting to create a separate sync for the financial data, (GLBegin..,GLSplit….) to run several times a day. I created a separate folder ‘Rawdatafinancials’ that would only have the financial files. However in th… --- ## [Default Properties](https://pug.phocassoftware.com/t/default-properties/2997)
**Author:** [@kmadden](https://pug.phocassoftware.com/u/kmadden)\ **Replies:** 0\ **Last updated:** [December 5, 2025, 7:31pm UTC](https://pug.phocassoftware.com/t/default-properties/2997 "2025-12-05T19:31:20Z")
Hi. It would be extremely useful if we could set the default properties that are initially visible to all users. Currently all are visible by default. This would save time by reducing the time taken by each user to se… --- ## [Budgeting - How Do You Export A Budget?](https://pug.phocassoftware.com/t/budgeting-how-do-you-export-a-budget/2151)
**Author:** [@pracz](https://pug.phocassoftware.com/u/pracz)\ **Replies:** 2\ **Last updated:** [December 4, 2025, 1:46pm UTC](https://pug.phocassoftware.com/t/budgeting-how-do-you-export-a-budget/2151 "2025-12-04T13:46:30Z")
Hi All - Is there a way to export an existing budget? For the life of me I can’t find a way to do that. Any help with be greatly appreciated! Thanks you! Pete R --- ## [Retained Earnings Calculation](https://pug.phocassoftware.com/t/retained-earnings-calculation/2995)
**Author:** [@avazquez1](https://pug.phocassoftware.com/u/avazquez1)\ **Replies:** 0\ **Last updated:** [November 18, 2025, 7:41pm UTC](https://pug.phocassoftware.com/t/retained-earnings-calculation/2995 "2025-11-18T19:41:18Z")
We’ve come across a bit of a hurdle in reconciling between the Eclipse generated Financial Statement and the Phocas Financial Module. In Eclipse there exists a system generated account 47 (Current Year Eclipse Net Incom… --- ## [Dashboard Group Of Lines](https://pug.phocassoftware.com/t/dashboard-group-of-lines/590)
**Author:** [@JonKemp](https://pug.phocassoftware.com/u/JonKemp)\ **Replies:** 5\ **Last updated:** [November 13, 2025, 7:44pm UTC](https://pug.phocassoftware.com/t/dashboard-group-of-lines/590 "2025-11-13T19:44:23Z")
Hi, Would it be possible to create a grouped options for lines. At the moment we have a line which can have multiple widgets inside. This works very well, however would it be possible to have a group of lines that can… --- ## [Group "others" in Pie Charts for Executive Dashboard](https://pug.phocassoftware.com/t/group-others-in-pie-charts-for-executive-dashboard/2989)
**Author:** [@PaulB](https://pug.phocassoftware.com/u/PaulB)\ **Replies:** 0\ **Last updated:** [October 5, 2025, 8:53pm UTC](https://pug.phocassoftware.com/t/group-others-in-pie-charts-for-executive-dashboard/2989 "2025-10-05T20:53:46Z")
Here is the case study I’m trying to fix: I have a few pie charts that show customer detail, very helpful until you start believing the percentages listed on the pie chart. The pie chart below is 2025 Fiscal YTD Bookin… --- ## [Budgets: being able to convert Working line into Sum Line](https://pug.phocassoftware.com/t/budgets-being-able-to-convert-working-line-into-sum-line/2987)
**Author:** [@Alisa](https://pug.phocassoftware.com/u/Alisa)\ **Replies:** 0\ **Last updated:** [October 2, 2025, 6:50pm UTC](https://pug.phocassoftware.com/t/budgets-being-able-to-convert-working-line-into-sum-line/2987 "2025-10-02T18:50:33Z")
Ability to convert from working line to sum line in budget worksheet (currently have to delete and re-do). [Next page](https://pug.phocassoftware.com/latest.md?page=1)