Financial Statements QuickStart
9:12 minutes total learning time
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.
Phocas product
5 videos in this learning module
1
Take a tour of Financial Statements
2:13
2
Customize your statement view
1:15
3
Display financial information in a chart
2:05
4
Save frequently used views
1:34
5
Add financial analysis to a dashboard
2:05
5 videos in this learning module
1
Take a tour of Financial Statements
2:13
2
Customize your statement view
1:15
3
Display financial information in a chart
2:05
4
Save frequently used views
1:34
5
Add financial analysis to a dashboard
2:05
Take a tour of Financial Statements
Explore the Financial Statements grid and its key features.
Supporting documentation
Customize your statement view
Change the layout and contents of a financial statement to see the information you want.
Supporting documentation
Display financial information in a chart
Visually explore and interact with your financial information to see trends at a glance.
Supporting documentation
Save frequently used views
Save the views you use often as favorites for quick and easy access.
Supporting documentation
Add financial analysis to a dashboard
Add the views and visualizations you use often to a dashboard for quick and easy insights.
Supporting documentation
Phocas product
Related learning modules
Phocas Financial Statements: Visualize your financial analysis
With a visualization tool that slides out alongside the statement, you can continue to interact with the grid and the chart will dynamically respond to any changes you make. Learn how to make the most of this feature.
Financial Statements: More on customization
Learn how to make the most of the flexibility available to you when customizing Financial Statements.
Phocas Financial Statements
Phocas Financial Statements brings financial reporting and business intelligence together, allowing Finance teams to customize financial statements, compare, consolidate, drill down and analyze.