Get started with Financial Statements
12:44 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
Financial Statements 6 videos in this learning module
1
Take a tour of Financial Statements
2:48
2
Change the period (Financial Statements)
2:22
3
Apply a custom period (Financial Statements)
1:45
4
Change the columns
1:41
5
Save and share favorites
2:32
6
Copy or export financial information
1:36
6 videos in this learning module
1
Take a tour of Financial Statements
2:48
2
Change the period (Financial Statements)
2:22
3
Apply a custom period (Financial Statements)
1:45
4
Change the columns
1:41
5
Save and share favorites
2:32
6
Copy or export financial information
1:36
Take a tour of Financial Statements
Explore the Financial Statements grid and its key features.
Supporting documentation
Change the period (Financial Statements)
Learn how to adjust time periods in your financial data to suit your analysis needs. This allows you to compare current data with previous periods for better insights.
Supporting documentation
Apply a custom period (Financial Statements)
Discover how to set custom periods—temporary date ranges you can apply to your financial data analysis. Custom periods are especially useful when you want to analyze data for specific timeframes, such as during a sales promotion or other one-off events.
Supporting documentation
Change the columns
Learn how to use the columns menu to change the view of a financial statement and see the information you want.
Supporting documentation
Save and share favorites
Discover how to quickly save frequently used views as favorites, so you can easily access them next time without redoing any setup.
Supporting documentation
Copy or export financial information
Discover how you can export your financial data, or copy specific parts to use in other applications.
Supporting documentation
Phocas product
Financial Statements 
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