Home Academy Learning modules

Work more efficiently

8:20 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.

4 videos in this learning module

1

More options for viewing data

2:20
2

Change your data format

1:47
3

Gain more screen space and other tips

3:20
4

Set your default period for a database

0:53
More options for viewing data
Change your data format
Gain more screen space and other tips
Set your default period for a database

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 your 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 product
Analytics Analytics
Phocas Software help and support
Help & support

Have questions or need to report an issue with a Phocas product?

Get support

Related learning modules

Get started with Analytics
Analytics Analytics

Get started with Analytics

This module for beginners takes you through getting started in Phocas Analytics and doing some simple analysis to get fast results from your data. These videos introduce you to features that you will be using every day.
6 videos
14:10 min
Get started with Flex Modes
Analytics Analytics

Get started with Flex Modes

This beginner-friendly module walks you through getting started in Flex Modes and shows you how to run simple analyses for quick insights. Learn how to explore your data with Flex Modes and see how the different modes and features give you the flexibility to view, compare, and analyze your information in ways that work best for you. 

 

2 videos
4:17 min
Explore and analyze data
Analytics Analytics

Explore and analyze data

Want another way of looking at things? This module for beginners covers simple methods of customizing your view in the analysis grid.
10 videos
25:30 min
View data in charts and dashboards
Analytics Analytics

View data in charts and dashboards

Switching from grid to chart view opens up options for various graphical presentation of your data. This module covers basic chart setup through to advanced configuration, with a detailed look at some chart types.
4 videos
10:05 min
NewSee the inventory trends shaping wholesale distribution in 2026 — Get our latest reportDownload now