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 your financial data
1:43
2
Add levels in a financial statement
2:16
3
View transactions
0:59
4
View financial information in a matrix (change column groups)
2:25
4 videos in this learning module
1
Filter your financial data
1:43
2
Add levels in a financial statement
2:16
3
View transactions
0:59
4
View financial information in a matrix (change column groups)
2:25
Filter your financial data
Discover how to filter and drill into your financial statements, moving from a broad overview to detailed insights for deeper analysis.
Supporting documentation
Add levels in a financial statement
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
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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