Analytics 
Budgets & Forecasts 
Rebates 
CRM Financial Statements QuickStart
12:29 minutes total learning time
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.
Phocas product
Financial Statements 5 videos in this learning module
1
Take a tour of Financial Statements
2:53
2
Change your view with the columns menu
1:57
3
View financial information in a chart
2:43
4
Save and share favorites
2:32
5
Add financial analysis to a dashboard
2:24
5 videos in this learning module
1
Take a tour of Financial Statements
2:53
2
Change your view with the columns menu
1:57
3
View financial information in a chart
2:43
4
Save and share favorites
2:32
5
Add financial analysis to a dashboard
2:24
Take a tour of Financial Statements
Explore the Financial Statements grid and its key features.
Supporting documentation
Change your view with the columns menu
Learn how to use the columns menu to change the view of a financial statement and see the information you want.
Supporting documentation
View financial information in a chart
Learn how to use charts to visually explore and interact with your financial information and spot trends at a glance.
Supporting documentation
Save and share favorites
Discover how to quickly save frequently used views as favorites, so you can easily access them next time without redoing any setup.
Supporting documentation
Add financial analysis to a dashboard
Add the views and visualizations you use often to a dashboard for quick and easy insights.
Supporting documentation
Phocas product
Financial Statements 
Related learning modules
Financial Statements Analyze your financial statements
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.
7 videos
13:02 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