@tom.falter Any idea on the viewer licenses being able to be subscribed to reports?
1 Like
using a viewer license, yes. You can either log in as the viewer and subscribe, or if you’re admin you can manage subscriptions by right clicking on the favorite. (attached). You cannot, however, do this with dashboards.
2 Likes
I’m not sure if it’s the same thing, as I am somewhat new to Phocas as well - but I have found that if I open a query or dashboard that already has already been saved and has most of the filtering set the way I want it, I can do a ‘save as favorite’ & give it a new name and it retains the filters. I’ve also found that if you copy the url of an existing query or dashboard into a new one, it takes the same effect. Then you just edit what needs editing.