Home Academy Video tutorials

Create a nested view of your financial statement

4:52 min
Create a nested view of your financial statement
Here David shows the simple drag and drop steps involved in creating a nested Profit & Loss statement to present a visual comparison of data and drill deeper into cost centre contributions across regions.
Phocas product
Category
Role
Tags
Phocas Software help and support
Help & support

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

Get support

Related video tutorials

Grid nesting

Grid nesting

Learn how to bring together related data from different dimensions as an expandable report in the Phocas grid using the 'nest' feature. Grid nesting allows you to display up to three levels of detail, grouped by dimension.
3:49 min
Use multiple currencies

Use multiple currencies

Set up Financial Statements to convert local currencies into a reporting currency in your Balance Sheet using a single FX rate.
6:20 min
Add financial analysis to a dashboard

Add financial analysis to a dashboard

Add the views and visualizations you use often to a dashboard for quick and easy insights. 
2:05 min
Save frequently used views

Save frequently used views

Save the views you use often as favorites for quick and easy access. 
1:34 min