Add calculation and measure columns

2:47 min

Learn how to enhance your analysis in Flex Modes by adding custom columns. Whether you’re creating calculation columns to build formulas like percentages and comparisons, or adding measure columns to bring in additional data such as counts, this feature gives you the flexibility to explore your data more deeply and uncover meaningful insights.

Supporting documentation

Manage columns

Phocas product

Analytics

Category

Flex Modes

Tags

Customize Columns Measures

Help & support

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

Get support

Related video tutorials

Financial Statements

Add custom columns to financial reports

If you have permission to customize statements, you can design your own version of a Profit and Loss statement and Balance Sheet statement by defining the columns that they contain, giving you much greater flexibility in the layout and analysis capabilities.

3:57 min

Financial Statements

Create a budget from within financial statements

Learn how to quickly create a profit and loss budget from your financial statements using one click budgeting and start working in a ready-to-use workbook.

1:04 min

Financial Statements

Set up elimination journals

Learn how to set up and post elimination journals in Phocas Financial Statements. This video covers the full elimination workflow, from creating an elimination entity and enabling elimination-only accounts to posting journals in Data Entry. It also shows how eliminations are kept separate from ERP actuals, helping you report clearly while maintaining a clean audit trail.

5:20 min

Analytics

Create an advanced filter in Flex Modes

Learn how to use the Advanced Filter to take your analysis further and answer more complex questions. It’s a powerful way to refine your search results and uncover deeper insights in your data.

3:31 min