Learn how to customize financial statements Phocas Financial Statements enables you to build custom financial statements based on your financial database to suit your business presentation needs. Move from the basics of You can move from viewing your financial information in the statements grid through to analysis and visualizations , and learn how to securely share findings securely with others in your business.
| Tip |
|---|
Watch the tutorial videos in the Resource Center to learn how to get the most out of your Financial Statements module. To access the Resource Center, click the |
Use the search box to quickly find what you’re looking for, click one of the key topics below, or browse the full list of pages in the menu on the left.
| Page Tree Search | ||
|---|---|---|
|
Get started with Financial Statements
| Page Tree | ||||
|---|---|---|---|---|
|
Change your view of a financial statement
| Page Tree | ||||
|---|---|---|---|---|
|
Manage and customize financial statements - Advanced user guide
Customize a financial statement
| Page Tree | ||||
|---|---|---|---|---|
|
New features
Read our Release notesLearn about access to your financial data and take a tour of the Financial Statements module.
Customize your statement view
Set up a worksheet to suit your needs; change the data you see and how it’s laid out.
Analyze a financial statement
Drill down into the lower levels of detail to better understand what is happening in your business.
Display financial information in a chart
Visually explore and interact with your financial information in a chart format.
Share financial information
Save your views and charts as favorites to share them with your team or add them to dashboards to help you monitor financial performance.
Manage financial statements
Create the financial statements and customize the layouts and contents to meet your organization’s needs.
Keep up with the latest changes. Read the Financial Statements release notes.
Can’t find what you are looking for? Raise a Customer Support Desk request.
Want to learn more about Phocas Budgets and Forecasts? Visit our website.