Financial Statements 
Budgets & Forecasts 
Rebates 
CRM Grid customization basics
13:22 minutes total learning time
Want another way of looking at things? This module for beginners covers simple methods of customizing your view in the analysis grid.
Phocas product
Analytics 5 videos in this learning module
1
Gain more screen space and other tips
3:20
2
Change your data format
1:47
3
More options for viewing data
2:20
4
Select and change periods
2:23
5
Perform an advanced search
3:32
5 videos in this learning module
1
Gain more screen space and other tips
3:20
2
Change your data format
1:47
3
More options for viewing data
2:20
4
Select and change periods
2:23
5
Perform an advanced search
3:32
Gain more screen space and other tips
Learn how to streamline the grid for extra screen space and explore useful features like freezing the properties column, copying and pasting data, and various export options.
Supporting documentation
Change your data format
Learn how switching from actual figures to percentage share view can instantly reveal discrepencies between sales value and profitabilty.
Supporting documentation
More options for viewing data
Looking for a different perspective? In this video, discover options like "Show Others," "Show Average," "Hide Total," "Totals as Average," and "Show Net Zero." These one-touch features make it easy to explore your data in new ways and satisfy your curiosity.
Supporting documentation
Select and change periods
Learn about using periods (date ranges) in Phocas. In this video Tina shows you how to choose a pre-defined period, apply a custom period or add a defined period for your own use.
Supporting documentation
Perform an advanced search
Advanced search helps users build detailed reports by applying specific filters to narrow down data. Users can set multiple rules and combine them with conditions like AND or OR to customize and refine their search results. This feature is ideal for creating precise reports or favorites based on specific criteria.
Supporting documentation
Phocas product
Analytics 
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