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Phocas Analytics QuickStart
Analytics Analytics

Phocas Analytics QuickStart

This module for beginners takes you through getting started in Phocas Analytics and doing some simple analysis to get fast results from your data. These videos introduce you to features that you will be using every day.
9 videos
17:39 min
Financial Statements QuickStart
Financial Statements Financial Statements

Financial Statements QuickStart

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.

5 videos
12:29 min
Rebates QuickStart
Rebates Rebates

Rebates QuickStart

This module for beginners helps you get started in Rebate. Learn how to use Rebates, from setting up and configuring your first Rebates project though to calculating and posting rebates.
7 videos
12:53 min
A simple way to re-forecast
Budgets & Forecasts Budgets & Forecasts

A simple way to re-forecast

Re-forecast as conditions change during the year, using your prepared budget as the starting point.
2 videos
4:03 min
Analyze your financial statements
Financial Statements Financial Statements

Analyze your financial statements

Discover how you can change statement views, apply filters, add detail, and drill down into your data to move smoothly from a high-level overview to detailed insights for deeper analysis.
7 videos
13:02 min
Grid customization basics
Analytics Analytics

Grid customization basics

Want another way of looking at things? This module for beginners covers simple methods of customizing your view in the analysis grid.
5 videos
13:22 min
Set up users
Administration Administration

Set up users

This module covers the fundamentals of setting up new users in Phocas, including adding users, setting passwords, importing new users via CSV, and updating multiple users simultaneously using the bulk update feature.
5 videos
15:31 min
Turn data into a chart
Analytics Analytics

Turn data into a chart

Switching from grid to chart view opens up options for various graphical presentation of your data. This module covers basic chart setup through to advanced configuration, with a detailed look at some chart types.
5 videos
11:12 min
Profiles, permissions and restrictions
Administration Administration

Profiles, permissions and restrictions

A user's profile defines their access and capabilities in Phocas. This module demonstrates how to assign profiles and permissions to individuals or groups, and how to efficiently manage data sharing across your Phocas site.
5 videos
12:43 min
Defined periods
Administration Administration

Defined periods

Administrators decide what defined periods (date ranges) appear in the Period dropdown menu for each database. Learn how to maintain these.
4 videos
12:13 min
Phocas CRM
CRM CRM

Phocas CRM

Phocas CRM is a simple way to keep on top of your business’s customer relationship management. This module takes you through logging and monitoring your sales activity and how to easily see its impact on sales results.
11 videos
24:17 min
Customize your financial statements
Financial Statements Financial Statements

Customize your financial statements

Learn how you can customize financial statement layouts and contents to fit your organization's needs by adding, removing, and reordering items.
7 videos
20:42 min
Phocas Budgets & Forecasts
Budgets & Forecasts Budgets & Forecasts

Phocas Budgets & Forecasts

Learn how to use the tools in Phocas Budgets & Forecasts to streamline your budgeting process, work collaboratively yet safely and control workflow. In this module of videos, see the results of combining an intuitive Phocas interface with familiar spreadsheet formats.
8 videos
22:48 min
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