Phocas has a new user documentation site. This site will be retired soon.
You are viewing an old version of this page. View the current version.
Compare with Current View Version History
« Previous Version 4 Current »
The top left bar above the grid contains the following functions (tools) you can use to change your view of the data in the grid.
Mode
The columns that display in the grid.
Properties
The type of details (for the selected dimension) that display in the first column(s) in the grid, such as Name and Code.
Measures
The type of numerical data that displays in the grid, such as Local Value, Profit or Quantity.
Stream
The source of the data in the grid.
Activity filter
A way to determine if the grid displays data for which there are transactions (activity) or not (no activity) or both (all).
Format
The format of numerical data in the grid, such as actual numbers, percentages or average.
Period
The timeframe (date range) that applies to the data in the grid, such as Rolling 12 Months, Quarter 1 or Year to Date.
Save your new view as a favorite, so you can quickly access it next time.