Phocas Academy
Browse through a comprehensive library of video tutorials to help you get the best out of the Phocas platform
Learning modules
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Analytics Phocas Analytics QuickStart
This module for beginners takes you through getting started in Phocas Analytics and doing some simple analysis to get fast results from your data. These videos introduce you to features that you will be using every day.
9 videos
17:51 min
Financial Statements Financial Statements QuickStart
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.
5 videos
12:29 min
Rebates Rebates QuickStart
This module for beginners helps you get started in Rebate. Learn how to use Rebates, from setting up and configuring your first Rebates project though to calculating and posting rebates.
7 videos
12:53 min
Budgets & Forecasts A simple way to re-forecast
Re-forecast as conditions change during the year, using your prepared budget as the starting point.
2 videos
4:03 min
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
Analytics Grid customization basics
Want another way of looking at things? This module for beginners covers simple methods of customizing your view in the analysis grid.
5 videos
13:22 min
Video tutorials
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2:56 min
CRM View, edit and create campaigns in CRM
Learn how to view, edit and create campaigns in Phocas CRM.
2:07 min
2:56 min
Financial Statements Create a financial statement
Learn how to create a custom financial statement to suit your business needs from scratch.
3:20 min
Financial Statements 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.
2:29 min
Platform Monitor your team's Phocas usage
Learn how to monitor your team's Phocas usage and gain insights into the databases they’re accessing, the favorites and dashboards they’ve created, and the queries they’ve run.
1:33 min
