Showing videos for: Advanced

Copy and paste 

Copy and paste 

See to easy it is to copy data out of the Phocas grid into another application. In this video we show you how to copy and paste into Excel.

Use advanced search to narrow customer properties

Use advanced search to narrow customer properties

Elizabeth shows you how to use advanced search to filter and refine your customer properties to get the data you are looking for. Apply a variety of search rules and see the grid update.

Forecast months of stock on hand (custom mode)

Forecast months of stock on hand (custom mode)

Here we show you how to build a stock report that tells you many months' worth of stock is left based on the average quantity sold compared with stock on hand.

We do this by adding a new column containing a couple of simple calculations.

Advanced search by entity

Advanced search by entity

This video shows you how to use advanced search so that you are only searching by entity. We step you through selecting a value, setting the filter and applying the search.

Make your dashboard interactive

Make your dashboard interactive

This video shows you how to take dashboards to a new level. With a few simple moves you can get dashboard widgets interacting with each other, make selections, focus and filter down to a fine level - all without leaving the dashboard.

Create your own defined period (dynamic month)

Create your own defined period (dynamic month)

Learn how to create a 'calendar YTD' defined period for your own use, using the dynamic month option combined with offset dates.

Create your own defined period (days)

Create your own defined period (days)

Learn how to use 'special offsets' based on days to create your own 'month to date' period.

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