Financial Statements 
Budgets & Forecasts 
Rebates 
CRM Onboarding series
Analytics onboarding
Learn to navigate Phocas Analytics, analyze data efficiently, and generate insightful reports.
Analytics Discover Phocas Analytics
This beginner module helps you get started with Phocas Analytics. You’ll learn how to navigate the homepage and grid, plus how to do some simple analysis to quickly get insights from your data. The videos will introduce you to features you’ll use every day.
4 videos
8:27 min
Analytics Review and analyze your data
Explore how to use the Phocas Grid to easily review and analyze your data. Learn to drill down from high-level summaries to detailed transactions and view your data from various angles, such as by customer, branch, product, or region.
6 videos
12:22 min
Analytics Report on your data
Learn how to export data, save favorites, set up alerts, and create visual overviews with tools like dashboards, charts, and graphs. These features make it easy to present your metrics clearly and effectively.
4 videos
8:46 min
Administration onboarding
Learn the basics of Phocas Administration and find out how to manage users, set permissions, and configure databases.
Administration User settings
Learn how to add new users, set restrictions for them, and update multiple users at once, making user management quicker and easier.
3 videos
10:37 min
Administration Permissions and restrictions
Learn how to manage user and site-wide profiles, folders, favorites and dashboards.
4 videos
10:01 min
Administration Database settings
In this module you'll learn how to set database periods and restrictions, create a working days calendar, and track your team's Phocas usage.
4 videos
8:02 min
