Phocas Academy
Search results
Showing videos for: Analytics
Explore the analysis grid
Here we show you how to get started in the Phocas analysis grid. Learn how to jump into your data from the home page, starting from a saved view or following your train of thought to change measures, date ranges and other views.
Watch now
Drill into your data with the 'Focus' button
In this video Karen takes a look at how to use the Focus button to isolate selected data and drill further into data to answer your analysis questions.
Watch now
Compare data with matrix mode
Learn how to compare sales performance of regions, branches or products side-by-side with a simple matrix tool.
Watch now
Explore charts
In this Phocas Analytics video, Karen gives an overview of some of the ways to see trends at a glance with a chart or graph.
Watch now
Save useful data as a favorite
Save useful analysis points, data views and charts as favorites for quick access at any time.
Watch now
Home page at a glance
Learn how to make the most of your home page - the starting point to easily find databases, dashboards, favorites and recents.
Watch now
Search the Academy
Videos by category
- Administration
- Charts
- Customize your data view
- Dashboards
- Designer
- Export and copy
- Favorites
- Financial Statements
- Modes
- Periods
- Rebates by Phocas
- Collaborate
- Beginner
- Advanced search
- Advanced
- Inventory
- Sales
- Finance
- Executive
- CRM
- Budgeting
- Budgeting and Forecasting
- Financial Planning & Analysis
- QuickStart
- Analytics
User level
Role based