Spaces
Apps
Templates
Create
Documentation
All content
Space settings
Shortcuts
Phocas Academy videos
Phocas Academy videos
This trigger is hidden
Phocas User Group (PUG)
Phocas User Group (PUG)
This trigger is hidden
Phocas Software
Phocas Software
This trigger is hidden
Content
Results will update as you type.
Getting started - Phocas basics
Analytics
Analytics QuickStart
Take a tour of Analytics
Drill down into your data (view transactions)
Filter data (use dimensions)
Select data
Focus on data
Copy data
Export data
Search for data
Perform a basic search
Perform an advanced search
Learn about the advanced search rule types
Example - calculation rule
Example - multiple rules
Search for similar or comparative data (right-click filter)
Add levels to the grid (grid nesting)
View information about the data
Compare data with Matrix mode
Change your view of the data
Change the mode
Change the properties
Change the measures
Change the stream
Use the activity filter
Change the data format
Change the period (in Analytics)
Get more options for viewing data
Visualize your data in a chart
Reset data
Phocas AI
Financial Statements
Budgets & Forecasts
Rebates
CRM
Favorites
Dashboards
Toolbox
Encrypt (share secrets)
Administration
Phocas release notes
System requirements
Technical limitations
Scheduled upgrade and maintenance periods
More help and support
Analyze financial statements in Phocas
How to update the Certify PGP Key in Azure Automation.
Apps
Label Manager
Usage