Explore and analyze data

Learn how to bring together related data from different dimensions as an expandable report in the Phocas grid using the 'nest' feature. Grid nesting allows you to display up to three levels of detail, grouped by dimension.

Learn how to create custom user-defined "month to date" or "calendar year to date" periods from scratch and save them as new defined periods. Since they’re your custom periods, you’ll have complete control to edit or delete them whenever necessary.

Custom periods are temporary date ranges used for analysis without being saved. See how to apply them to review specific timeframes, like a sales promotion. Custom periods can include full months, partial months, or a custom range of dates, depending on the available period types in the database.

Advanced search helps users build detailed reports by applying specific filters to narrow down data. Users can set multiple rules and combine them with conditions like AND or OR to customize and refine their search results. This feature is ideal for creating precise reports or favorites based on specific criteria.

See how advanced search helps you quickly filter your data for a clearer starting point. Learn how to apply entity and property search rules to quickly narrow things down.

Learn how to use Matrix Variance mode to compare data across different periods by adding columns for the previous period and variance—perfect for spotting trends month-over-month or year-over-year. You'll also see how Matrix Share mode transforms your data into percentages, making it easy to analyze ratios, like the share of Product X versus Product Y.

With Market Mode, you compare a market segment to the overall market using market mode. Learn how to define a market and a segment and how to specify what entities you want to count and compare.

Learn how to compare multiple streams of data in Phocas, both in the grid and on a chart, and how to easily and quickly include variance data.

Learn how to switch to variance mode to see where results are improving or struggling. We’ll show you how to compare different periods and switch between customers, products, or any other dimension effortlessly.

Learn how you can use the summary view and properties menu to summarize selected data, or narrow the view for a more detailed analysis.