Phocas Financial Statements: Visualize your financial analysis

5:24 minutes total learning time
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.
2 videos in this learning module
1
View financial information in a chart
1:49
2
Highlight financial performance using a waterfall chart
3:35
 
 

View financial information in a chart

This video shows how to open the chart pane, configure a chart and add a chart to a dashboard.

Supporting documentation

Dan Harrison
Presented by Dan Harrison
Chartered Accountant and industry expert

Highlight financial performance using a waterfall chart

This video shows how to use a waterfall chart to highlight financial performance over time, and use the chart in matrix mode to see how entities have contributed to that performance.

Supporting documentation

Dan Harrison
Presented by Dan Harrison
Chartered Accountant and industry expert
Phocas product
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