Analytics 
Budgets & Forecasts 
Rebates 
CRM Analyze your financial statements
13:02 minutes total learning time
Discover how you can change statement views, apply filters, add detail, and drill down into your data to move smoothly from a high-level overview to detailed insights for deeper analysis.
Phocas product
Financial Statements 7 videos in this learning module
1
Filter your financial information
1:42
2
Change periods (date ranges)
2:22
3
Set a custom period in Financial Statements
1:44
4
Add levels in a financial statement
2:15
5
View financial information in a matrix (change column groups)
2:25
6
View transactions
0:59
7
Export and copy data
1:35
7 videos in this learning module
1
Filter your financial information
1:42
2
Change periods (date ranges)
2:22
3
Set a custom period in Financial Statements
1:44
4
Add levels in a financial statement
2:15
5
View financial information in a matrix (change column groups)
2:25
6
View transactions
0:59
7
Export and copy data
1:35
Filter your financial information
Discover how to filter and drill into your financial statements, moving from a broad overview to detailed insights for deeper analysis.
Supporting documentation
Change periods (date ranges)
Learn how to adjust time periods in your financial data to suit your analysis needs. This allows you to compare current data with previous periods for better insights.
Supporting documentation
Set a custom period in Financial Statements
Discover how to set custom periods—temporary date ranges you can apply to your financial data analysis. Custom periods are especially useful when you want to analyze data for specific timeframes, such as during a sales promotion or other one-off events.
Supporting documentation
Add levels in a financial statement
Learn how to add levels to your financials to break down data and easily see how individual items contribute to overall performance.
Supporting documentation
View financial information in a matrix (change column groups)
Learn how to use Column Groups to show financial data side-by-side in a matrix format. This setup allows for quicker comparisons and makes it easier to spot differences in performance.
Supporting documentation
View transactions
Learn how you can view the underlying transactions that make up each value in your financial statement.
Supporting documentation
Export and copy data
Discover how you can export your financial data, or copy specific parts to use in other applications.
Supporting documentation
Phocas product
Financial Statements 
Related learning modules
Financial Statements Financial Statements QuickStart
This module for beginners helps you get started in Phocas Financial Statements. Learn about the grid, layouts and charts and how to add a favorite view to your dashboard.
5 videos
12:29 min
Financial Statements Customize your financial statements
Learn how you can customize financial statement layouts and contents to fit your organization's needs by adding, removing, and reordering items.
7 videos
20:42 min