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Getting started - Phocas basics
Analytics
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Analytics QuickStart
Take a tour of Analytics
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Drill down into your data (view transactions)
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Filter data (use dimensions)
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Select data
Focus on data
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Copy data
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Export data
Search for data
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Add levels to the grid (grid nesting)
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View information about the data
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Compare data with Matrix mode
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Change your view of the data
Change the mode
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Period mode
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Period Variance mode
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Period Stream mode
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Moving mode
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Stream mode
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Total mode
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Transaction mode
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Matrix mode
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Matrix Variance mode
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Matrix Share mode
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Variance mode
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Search mode
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Market mode
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Custom mode
Flexible Variance mode
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Change the properties
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Change the measures
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Change the stream
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Use the activity filter
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Change the data format
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Change the period (in Analytics)
Get more options for viewing data
Visualize your data in a chart
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Reset data
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Phocas AI
Financial Statements
Budgets & Forecasts
Rebates
CRM
Favorites
Dashboards
Toolbox
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Encrypt (share secrets)
Administration
Phocas release notes
System requirements
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Technical limitations
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Scheduled upgrade and maintenance periods
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More help and support
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Analyze financial statements in Phocas
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How to update the Certify PGP Key in Azure Automation.
Apps
Label Manager
Usage
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