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 Use alerts
Learn how to create and manage alerts in Phocas to keep track of important results and quickly see when something needs your attention. Set the metric to monitor, define red, yellow, and green thresholds, choose when notifications are triggered, and set up email delivery. You’ll also see how to test alerts before creating them, find them on the homepage, subscribe to shared alerts, and restore deleted alerts when needed.
Flex Modes View transactions
Learn how to work with transaction-level data in Phocas to investigate the detail behind your analysis. Explore the difference between Transaction view and Transaction mode, add transaction and dimension properties, sort and nest data, apply filters, and create calculations. Working at this level helps you trace results back to individual records, isolate specific invoices, and organize transaction data so you can investigate results in more detail.
Flex Modes Copy or export data
Learn how to copy or export data from the grid when you want to continue working with it outside Phocas. See how to copy selected cells or rows into a spreadsheet, or export a wider set of data as a CSV or XLSX file. You’ll also see how Excel exports retain features such as conditional formatting and nested rows, helping you carry more of your current view into Excel.
Flex Modes Switch modes
Learn how to switch between modes and views to analyze your data in different ways. See how Period, Variance, Stream, Total, and Transaction modes change what appears in the grid, and how Summary and Dimension views help you move between an overall result and more detailed analysis. You’ll also see how selections and filters can carry across supported views, so you can compare the same data from different perspectives without rebuilding your setup.
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.
Sales Insights 