Phocas Academy
Learning modules
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Analytics Get started with Analytics
Financial Statements Get started with Financial Statements
This module for beginners helps you get started in Phocas Financial Statements. Learn about the grid, layouts and charts and how to add a favorite view to your dashboard.
Budgets & Forecasts Get started with Budgets & Forecasts
Flex Modes Get started with Flex Modes
This beginner-friendly module walks you through getting started in Flex Modes and shows you how to run simple analyses for quick insights. Learn how to explore your data with Flex Modes and see how the different modes and features give you the flexibility to view, compare, and analyze your information in ways that work best for you.
Rebates Get started with Rebates
CRM Get started with CRM
Video tutorials
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Flex Modes Change the period (Flex Modes)
Learn how to change the period of your analysis so you can focus on the time frame that matters. See how to select from available periods, create fixed date ranges for specific reporting needs, and use dynamic user-defined periods that update automatically as time moves forward. This helps you compare and review data across the right dates without having to recreate your period settings each time.
Flex Modes Manage grid settings
Learn how Grid settings help you control what appears in the grid and how your data is presented. Adjust the period order, include or exclude items based on activity, and refine date-related settings to focus the grid on the results that are most relevant to your analysis.
Flex Modes Save and share favorites
Learn how to save useful analysis views as favorites. This tutorial shows you how to create, update, share, and reuse favorites, as well as subscribe to receive them by email on a schedule.
Flex Modes Work with the grid
Learn how to work efficiently with the grid. This tutorial shows you how to sort data, freeze properties, navigate larger result sets, use grid actions and shortcuts, and quickly calculate values from selected data.
Sales Insights Set up a database
Learn how to configure a database for Customer segmentation in Insights. This tutorial walks through selecting your data, setting segmentation groups, and defining Frequency, Monetary, and Recency thresholds so you can start analyzing customer behavior.
CRM 
