Explore and analyze financial information
7:23 minutes total learning time
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.
Phocas product 
Financial Statements
Financial Statements 4 videos in this learning module
1
Filter data (Financial Statements)
1:43
2
Manage statement levels
2:16
3
View transactions (Financial Statements)
0:59
4
View financial information in a matrix (change column groups)
2:25
4 videos in this learning module
1
Filter data (Financial Statements)
1:43
2
Manage statement levels
2:16
3
View transactions (Financial Statements)
0:59
4
View financial information in a matrix (change column groups)
2:25
Filter data (Financial Statements)
Filtering helps you move from a broad view of your financial statements to a sharper level of detail. You can narrow the data by keyword or by using dimensions like department or product, which enables you to focus on specific segments or categories. By applying filters, you can drill deeper into your financial statements and gain a clearer understanding of your data.
Supporting documentation
Manage statement levels
Learn how to add levels to your financials to break down data and easily see how individual items contribute to overall performance.
Supporting documentation
View transactions (Financial Statements)
Learn how you can view the underlying transactions that make up each value in your financial statement.
Supporting documentation
View financial information in a matrix (change column groups)
Learn how to use Column Groups to show financial data side-by-side in a matrix format. This setup allows for quicker comparisons and makes it easier to spot differences in performance.
Supporting documentation
Phocas product
Financial Statements 
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