Financial Statements 
Budgets & Forecasts 
Rebates 
CRM Explore the Phocas grid
1:56 min
Here we show you how to get started in the Phocas analysis grid. Learn how to jump into your data from the home page, starting from a saved view or following your train of thought to change measures, date ranges and other views.
Supporting documentation
Phocas product
Analytics Category
Related video tutorials
Analytics Focus on grid data
Learn how to drill down into detailed data to uncover valuable insights for your business. You'll also discover how to filter data and focus on specific information to sharpen your analysis.
2:03 min
Analytics Homepage at a glance
Learn how to make the most of your homepage - the starting point to easily find databases, dashboards, favorites and recents.
2:23 min
Platform Manage default database restrictions
Learn how to manage default restrictions for all users with access to a database, making it easy to set up a secure, default configuration.
1:30 min
Analytics Set your default period for a database
The default period is the timeframe you first see when you open a database, set by an administrator to give you access. If it doesn't work for you, you can change it for your account, so your preferred date range shows up every time you open the database.
0:53 min