Analytics 
Budgets & Forecasts 
Rebates 
CRM Financial reporting
9:19 minutes total learning time
Learn how to save important data points for later, export your financial statements, and keep an eye on key KPIs right from your dashboard.
Phocas product
Financial Statements 4 videos in this onboarding module
1
View financial information in a chart
2:43
2
Export and copy data
1:35
3
Save and share favorites
2:32
4
Explore and view dashboards
2:29
4 videos in this onboarding module
1
View financial information in a chart
2:43
2
Export and copy data
1:35
3
Save and share favorites
2:32
4
Explore and view dashboards
2:29
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
Export and copy data
Discover how you can export your financial data, or copy specific parts to use in other applications.
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
Explore and view dashboards
Discover just how user-friendly a Phocas Financial Statemetns dashboard can be! Learn how to make simple selections, narrow your focus, clear filters, and reset the dashboard with ease.
Supporting documentation
Phocas product
Financial Statements 
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