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 periods (date ranges)
2:22
3
Set a custom period in Financial Statements
1:45
4
Change your view with the columns menu
1:41
5
Save and share favorites
2:32
6
Export and copy data
1:36
6 videos in this learning module
1
Take a tour of Financial Statements
2:48
2
Change periods (date ranges)
2:22
3
Set a custom period in Financial Statements
1:45
4
Change your view with the columns menu
1:41
5
Save and share favorites
2:32
6
Export and copy data
1:36
Take a tour of Financial Statements
Explore the Financial Statements grid and its key features.
Supporting documentation
Change periods (date ranges)
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
Set a custom period in 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 your view with the columns menu
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
Export and copy data
Discover how you can export your financial data, or copy specific parts to use in other applications.
Supporting documentation
Phocas product
Financial Statements 
Related learning modules
Financial Statements Explore and analyze financial information
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.
4 videos
7:23 min
Financial Statements Create and manage financial statements
Learn how you can customize financial statement layouts and contents to fit your organization's needs by adding, removing, and reordering items.
9 videos
32:52 min
Financial Statements Add data to your financial statements
COMING SOON – This module introduces the Journals feature in Financial Statements: a simple, flexible tool for entering debit and credit-style journal entries for tasks like intercompany eliminations and management reporting adjustments. You’ll learn how to make quick manual adjustments between entities, publish them back to your financial statements, and streamline workflows when managing multiple ERPs or using Excel.
3 videos
8:38 min
Financial Statements Use financial statements for budgeting
This module takes you through key budgeting features using financial statements in Phocas. These videos help you plan and manage budgets more effectively.
2 videos
7:17 min
Analytics 
Budgets & Forecasts 
Rebates 
CRM 
Insights 