# \#howto **URL:** https://pug.phocassoftware.com/tag/howto/3.md [Latest](https://pug.phocassoftware.com/latest.md) · [Categories](https://pug.phocassoftware.com/categories.md) · [Tags](https://pug.phocassoftware.com/tags.md) --- ## [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. --- ## [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… --- ## [About the Ask the Community category](https://pug.phocassoftware.com/t/about-the-ask-the-community-category/3023)
**Author:** [@pete.mcfadden](https://pug.phocassoftware.com/u/pete.mcfadden)\ **Replies:** 0\ **Last updated:** [May 26, 2026, 2:07am UTC](https://pug.phocassoftware.com/t/about-the-ask-the-community-category/3023 "2026-05-26T02:07:49Z")
Got a question? Someone here has the answer. This is the place to ask anything Phocas-related, whether you’re troubleshooting a report, figuring out a feature, or just not sure where to start. Connect with other Phocas u… --- ## [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… --- ## [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… --- ## [Can i get info using REST API](https://pug.phocassoftware.com/t/can-i-get-info-using-rest-api/2984)
**Author:** [@robjones1221](https://pug.phocassoftware.com/u/robjones1221)\ **Replies:** 0\ **Last updated:** [September 15, 2025, 3:04pm UTC](https://pug.phocassoftware.com/t/can-i-get-info-using-rest-api/2984 "2025-09-15T15:04:25Z")
Hi, Is it possible to access a REST API to retrieve information? --- ## [Reports and Dashboards](https://pug.phocassoftware.com/t/reports-and-dashboards/2953)
**Author:** [@JC1014](https://pug.phocassoftware.com/u/JC1014)\ **Replies:** 3\ **Last updated:** [June 20, 2025, 1:31pm UTC](https://pug.phocassoftware.com/t/reports-and-dashboards/2953 "2025-06-20T13:31:58Z")
Hi. We are trying to delete unused/unwanted reports and dashboards, can someone explain how we do this please? --- ## [Is there a way a CRM task to be automatically created based on an alert?](https://pug.phocassoftware.com/t/is-there-a-way-a-crm-task-to-be-automatically-created-based-on-an-alert/2951)
**Author:** [@jvergara](https://pug.phocassoftware.com/u/jvergara)\ **Replies:** 0\ **Last updated:** [June 13, 2025, 2:20pm UTC](https://pug.phocassoftware.com/t/is-there-a-way-a-crm-task-to-be-automatically-created-based-on-an-alert/2951 "2025-06-13T14:20:59Z")
I am trying to automate quote follow ups for our sales team based on quote size. I know how to create the alerts where it can email the user. Is it possible to create a task for the follow up? --- ## [How to get Previous YTD with only MTD and not the full month](https://pug.phocassoftware.com/t/how-to-get-previous-ytd-with-only-mtd-and-not-the-full-month/2861)
**Author:** [@Triston](https://pug.phocassoftware.com/u/Triston)\ **Replies:** 2\ **Last updated:** [December 20, 2024, 4:42pm UTC](https://pug.phocassoftware.com/t/how-to-get-previous-ytd-with-only-mtd-and-not-the-full-month/2861 "2024-12-20T16:42:27Z")
I’ve read a few posts on the Previous YTD but didn’t get any results from them. Is there anyway to achieve a Previous YTD that doesn’t record the full month, but instead does Jan 1, (previous year) to previous MTD. I can… --- ## [Variance from total](https://pug.phocassoftware.com/t/variance-from-total/2490)
**Author:** [@jmills](https://pug.phocassoftware.com/u/jmills)\ **Replies:** 14\ **Last updated:** [November 19, 2024, 2:59pm UTC](https://pug.phocassoftware.com/t/variance-from-total/2490 "2024-11-19T14:59:01Z")
Is there anyway to calculate what the variance of a row is from the total of the whole column? Here’s my example: I want to see what the variance is from the % share columns to the heading, E.g. Line 1 is up by 13.9… --- ## [Changing customer name for all widgets within a line for a dashboard](https://pug.phocassoftware.com/t/changing-customer-name-for-all-widgets-within-a-line-for-a-dashboard/2825)
**Author:** [@IffDaddy](https://pug.phocassoftware.com/u/IffDaddy)\ **Replies:** 3\ **Last updated:** [October 14, 2024, 6:04pm UTC](https://pug.phocassoftware.com/t/changing-customer-name-for-all-widgets-within-a-line-for-a-dashboard/2825 "2024-10-14T18:04:25Z")
Does each widget have to be touched separately or is there a way to change all of them (there are 7) at the same time? --- ## [Period based on hour?](https://pug.phocassoftware.com/t/period-based-on-hour/2801)
**Author:** [@Afridi](https://pug.phocassoftware.com/u/Afridi)\ **Replies:** 2\ **Last updated:** [September 17, 2024, 9:34pm UTC](https://pug.phocassoftware.com/t/period-based-on-hour/2801 "2024-09-17T21:34:47Z")
Hi Guys, I am not sure if there is an alternative way to do this. What I am trying to achieve is track sales order created by hour in each day through a dashboard with other KPIs that will be based on hour periods. Ther… --- ## [Transaction Mode Report?](https://pug.phocassoftware.com/t/transaction-mode-report/2803)
**Author:** [@khogg](https://pug.phocassoftware.com/u/khogg)\ **Replies:** 0\ **Last updated:** [September 12, 2024, 5:54pm UTC](https://pug.phocassoftware.com/t/transaction-mode-report/2803 "2024-09-12T17:54:15Z")
Hello - Most of our employees are viewer licenses, and do not have access to Transactions/Transaction Details. Does anybody know of a way to run a scheduled report or create a dashboard so the viewer license users can l… --- ## [Overdue reminder notices](https://pug.phocassoftware.com/t/overdue-reminder-notices/2800)
**Author:** [@GT86](https://pug.phocassoftware.com/u/GT86)\ **Replies:** 0\ **Last updated:** [September 10, 2024, 2:53am UTC](https://pug.phocassoftware.com/t/overdue-reminder-notices/2800 "2024-09-10T02:53:33Z")
Hey peoples, I am very new to the Pronto world. I have used Oracle extensively. Is there are way of sending customers overdue reminder notices in Pronto? We are on V760 on prem. I have found where this can be done using … --- ## [Subtotal by Specific Selection](https://pug.phocassoftware.com/t/subtotal-by-specific-selection/2740)
**Author:** [@lbullard90](https://pug.phocassoftware.com/u/lbullard90)\ **Replies:** 2\ **Last updated:** [August 5, 2024, 2:35pm UTC](https://pug.phocassoftware.com/t/subtotal-by-specific-selection/2740 "2024-08-05T14:35:42Z")
Are you able to subtotal based on selected lines? I am wanting to subtotal based on what our Product Code starts with. If it starts with 101… I would like it to subtotal. If there is not a standard way to achieve this, i… --- ## [How to setup a Slicer-like list on a Dashboard, without values](https://pug.phocassoftware.com/t/how-to-setup-a-slicer-like-list-on-a-dashboard-without-values/2705)
**Author:** [@richj](https://pug.phocassoftware.com/u/richj)\ **Replies:** 2\ **Last updated:** [May 1, 2024, 10:50am UTC](https://pug.phocassoftware.com/t/how-to-setup-a-slicer-like-list-on-a-dashboard-without-values/2705 "2024-05-01T10:50:17Z")
Hi there, long time no see everyone! Hope all are well. I have recently seen a video of someone creating a dashboard which contains a widget which contains a list of items from a Dimension. But the list had no values … --- ## [Transaction in nested grid](https://pug.phocassoftware.com/t/transaction-in-nested-grid/2687)
**Author:** [@lbullard90](https://pug.phocassoftware.com/u/lbullard90)\ **Replies:** 3\ **Last updated:** [April 10, 2024, 7:37pm UTC](https://pug.phocassoftware.com/t/transaction-in-nested-grid/2687 "2024-04-10T19:37:33Z")
I’m fairly new to Phocas, but have watched many webinars and searched through the Phocas documentation to find a way to have transactions be the lowest level in a nested grid. I’m starting to think it is not a feature wi… --- ## [Filtering on dates](https://pug.phocassoftware.com/t/filtering-on-dates/2678)
**Author:** [@avazquez1](https://pug.phocassoftware.com/u/avazquez1)\ **Replies:** 4\ **Last updated:** [April 6, 2024, 12:28am UTC](https://pug.phocassoftware.com/t/filtering-on-dates/2678 "2024-04-06T00:28:58Z")
I have specific customers in a program that initiated at a specific date 2 years ago. Each enrolled in the program on that day or after. I would like to only capture sales after their enrollment. How can I do this, in wh… --- ## [Subscribing external recipients to favorite reports](https://pug.phocassoftware.com/t/subscribing-external-recipients-to-favorite-reports/2614)
**Author:** [@Rebecca](https://pug.phocassoftware.com/u/Rebecca)\ **Replies:** 4\ **Last updated:** [March 7, 2024, 2:42pm UTC](https://pug.phocassoftware.com/t/subscribing-external-recipients-to-favorite-reports/2614 "2024-03-07T14:42:47Z")
Hello! We are migrating to Phocas and one of the features of our previous system was automating reports. For example, we send monthly sales data to some of our vendors. Is there a way to subscribe external email addresse… --- ## [Sort using one measure but create chart displaying another measure](https://pug.phocassoftware.com/t/sort-using-one-measure-but-create-chart-displaying-another-measure/2655)
**Author:** [@Nicholas](https://pug.phocassoftware.com/u/Nicholas)\ **Replies:** 0\ **Last updated:** [February 23, 2024, 4:44am UTC](https://pug.phocassoftware.com/t/sort-using-one-measure-but-create-chart-displaying-another-measure/2655 "2024-02-23T04:44:48Z")
Hi all, I am trying to create a chart for product performance for the top 25 and I am trying to sort by the value (sales revenue) from highest to lowest. I am then trying to create a chart for these 25 products to only … --- ## [Divisional Financial Statement](https://pug.phocassoftware.com/t/divisional-financial-statement/2646)
**Author:** [@yioriya](https://pug.phocassoftware.com/u/yioriya)\ **Replies:** 2\ **Last updated:** [February 12, 2024, 8:04pm UTC](https://pug.phocassoftware.com/t/divisional-financial-statement/2646 "2024-02-12T20:04:36Z")
Hi, I am new here, so I apologize in advance if someone previously asked this. My GL Account has sub account, based on division. Ex. 4000-10 is sales for 1 division and 4000-20 is for another. This is happening virtua… --- ## [👀 Help - Avg Lead Time Measure](https://pug.phocassoftware.com/t/help-avg-lead-time-measure/2636)
**Author:** [@dan.klob](https://pug.phocassoftware.com/u/dan.klob)\ **Replies:** 6\ **Last updated:** [February 9, 2024, 6:56pm UTC](https://pug.phocassoftware.com/t/help-avg-lead-time-measure/2636 "2024-02-09T18:56:01Z")
Has anyone found a way to analyze PO lead times? a.k.a. average lead time? Here’s my quandary; in our purchasing database I can calculate the lead time days between the order and receive dates, but I’m struggling to find… --- ## [Help - Create KPI Summary from calculation](https://pug.phocassoftware.com/t/help-create-kpi-summary-from-calculation/2637)
**Author:** [@jpage](https://pug.phocassoftware.com/u/jpage)\ **Replies:** 1\ **Last updated:** [February 6, 2024, 2:14pm UTC](https://pug.phocassoftware.com/t/help-create-kpi-summary-from-calculation/2637 "2024-02-06T14:14:38Z")
Hello, I am fairly new to the software and I need to accomplish what is circled in the image below. If it can be done? Could anyone help me, Please? Thank you! --- ## [Need Help W Bar Graph (Month Over Month Variance 2023 v 2022)](https://pug.phocassoftware.com/t/need-help-w-bar-graph-month-over-month-variance-2023-v-2022/2629)
**Author:** [@wdavis](https://pug.phocassoftware.com/u/wdavis)\ **Replies:** 4\ **Last updated:** [January 23, 2024, 3:35pm UTC](https://pug.phocassoftware.com/t/need-help-w-bar-graph-month-over-month-variance-2023-v-2022/2629 "2024-01-23T15:35:42Z")
As the title states, I need some help focusing on a segment of the business and showing as a bar graph. The sales rep wants to analyze month by month sales this year over last year. Currently using a custom date range by… --- ## [Entered Date as a Measure](https://pug.phocassoftware.com/t/entered-date-as-a-measure/1213)
**Author:** [@jimmueller](https://pug.phocassoftware.com/u/jimmueller)\ **Replies:** 15\ **Last updated:** [June 1, 2023, 5:57pm UTC](https://pug.phocassoftware.com/t/entered-date-as-a-measure/1213 "2023-06-01T17:57:41Z")
I would like to get Entered Date to show as a measure in my Sales database. Is it just a matter of dragging it from the Properties to the Measure? --- ## [How to add a count function to measures](https://pug.phocassoftware.com/t/how-to-add-a-count-function-to-measures/419)
**Author:** [@KPICKLES](https://pug.phocassoftware.com/u/KPICKLES)\ **Replies:** 33\ **Last updated:** [April 14, 2023, 4:03am UTC](https://pug.phocassoftware.com/t/how-to-add-a-count-function-to-measures/419 "2023-04-14T04:03:48Z")
Hi PUG Network, We need to add a count function to measures for our orders data base. Currently it looks across the order lines and sums the value of those rather than the individual order headers. Is there an easy way … --- ## [Active Directory Integration / SAML](https://pug.phocassoftware.com/t/active-directory-integration-saml/1391)
**Author:** [@ScottDizzy](https://pug.phocassoftware.com/u/ScottDizzy)\ **Replies:** 4\ **Last updated:** [February 15, 2023, 3:42pm UTC](https://pug.phocassoftware.com/t/active-directory-integration-saml/1391 "2023-02-15T15:42:15Z")
We are trying to setup Active Directory Single Sign On / SAML for Epicor Data Analytics (EDA). We followed these directions Log in with Atlassian account and feel that we set things up correctly. That is about the end… --- ## [Sales by Month for 60 months](https://pug.phocassoftware.com/t/sales-by-month-for-60-months/2355)
**Author:** [@Ian.Fletcher](https://pug.phocassoftware.com/u/Ian.Fletcher)\ **Replies:** 2\ **Last updated:** [January 11, 2023, 4:20pm UTC](https://pug.phocassoftware.com/t/sales-by-month-for-60-months/2355 "2023-01-11T16:20:09Z")
Hi, any idea to setup a way of looking at the last 5 years of sales figures by month in one view or bar chart? Every time i try to set up 60 months, it also asks for a previous period, which i am not interested in, any… [Next page](https://pug.phocassoftware.com/tag/howto/3.md?match_all_tags=true&page=1&tags%5B%5D=howto)