Financial Statements QuickStart
- Denise McGettigan
The best place to quickly get started with Phocas Financial Statements is our Resource Center in Phocas. When you open a Financial Statements database for the first time, the QuickStart feature displays on the bottom-right side of your screen. It contains a checklist with guided tours that step you through the basics. You can click the Resource Center button near the bottom of the Phocas menu on the left to access other helpful links.
For detailed steps, click on the links below.
Take a tour of Financial Statements - Explore the Financial Statements grid and its key features.
Customize your statement view - Change the layout and contents of a financial statement to see the information you want.
Display financial information in a chart - Visually explore and interact with your financial information to see trends at a glance.
Save frequently used views - Save the views you use often as favorites for quick and easy access.
Add financial analysis to a dashboard - Add the views and visualizations you use often to a dashboard for quick and easy insights.
Prefer videos? Watch the Financial Statements QuickStart videos in the Academy.