Staying Organized

I’m looking for any suggestions to organize/clean up our Phocas reports, dashboards, and folders. We’ve gotten to a point where we have too many reports to keep track of (multiple users with the ability to create/edit) and even as an Admin I can’t see everything at once unless I look through the Admin menu. We have several departments/many hands in Phocas, so we are trying to get organized and clean up the existing reports and purge unnecessary and duplicate reports. Has anyone run into this with multiple users and departments? Any suggestions on a better way to look at everything or organize so that we don’t have duplicate reports?

Hi @j_lane, welcome to PUG!

Maybe a good place to start is in the admin menu sorting your favourites and dashboards by date last opened and deleting the ones no one is using, or at least reviewing them?


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