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Work more efficiently

9:39 minutes total learning time
This module takes you through key grid customization features in Phocas. These videos help you tailor your workspace and improve how you work with data.

5 videos in this learning module

1

Get more options for viewing data

2:20
2

Change the data format

1:47
3

Gain more screen space and other tips

3:20
4

Set your default period for a database

0:53
5

Phocas AI

1:19
Get more options for viewing data
Change the data format
Gain more screen space and other tips
Set your default period for a database
Phocas AI

Get more options for viewing data

Looking for a different perspective? In this video, discover options like "Show Others," "Show Average," "Hide Total," "Totals as Average," and "Show Net Zero." These one-touch features make it easy to explore your data in new ways and satisfy your curiosity.

Supporting documentation

Change the data format

Learn how switching from actual figures to percentage share view can instantly reveal discrepencies between sales value and profitabilty.

Supporting documentation

Gain more screen space and other tips

Learn how to streamline the grid for extra screen space and explore useful features like freezing the properties column, copying and pasting data, and various export options.

Supporting documentation

Set your default period for a database

The default period is the timeframe you first see when you open a database, set by an administrator to give you access. If it doesn't work for you, you can change it for your account, so your preferred date range shows up every time you open the database.

Supporting documentation

Phocas AI

Phocas AI makes it easy to get quick answers and insights by letting you ask questions that relate to your business databases. This is especially useful for new or occasional users who might not be familiar with all the features. You can ask questions in your own words and see the steps taken to get the results, helping you learn along the way.

Supporting documentation

Phocas product
Analytics Analytics
Phocas Software help and support
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