Phocas has a new user documentation site. This site will be retired soon.

Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

Version 1 Next »

You can select data in a financial statement, such as a list of account names and their values. You can then quickly analyze the average, count and sum (where applicable) of that selected data. You can also copy the selected data for use elsewhere, such as a Microsoft Excel worksheet, removing the next to export the whole statement.

Expand the rows that contain the data. Click the first data item (account/group/cell), then use one of these options to select the other items:

  • Drag your mouse over the items you want to include in the selection.

  • Press and hold the Shift key, click the last item you want to include in the selection, then release the Shift key.

  • Press and hold the Ctrl key, click the other item(s) you want to include in the selection, then release the Ctrl key.

The average, count and sum (where applicable) of the selected data is automatically calculated for you. The results of these calculations display in a status bar at the bottom of the grid.

To copy the selected data, right-click an item in the selection, then click Copy. Paste the selection into the required external destination.

  • No labels