Financial Statements QuickStart
9:52 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
Financial Statements 5 videos in this learning module
1
Take a tour of Financial Statements
2:53
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
2:53
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
Financial Statements 
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