Change the mode
Supporting documentation
Analytics 
Related video tutorials
Flex Modes Switch modes
Learn how to switch between modes and views to analyze your data in different ways. See how Period, Variance, Stream, Total, and Transaction modes change what appears in the grid, and how Summary and Dimension views help you move between an overall result and more detailed analysis. You’ll also see how selections and filters can carry across supported views, so you can compare the same data from different perspectives without rebuilding your setup.
Flex Modes Take a tour of Flex Modes
Learn how to explore your data with Flex Modes, and see how the different modes and features give you greater flexibility in how you view, compare, and analyze your information.
Flex Modes View transactions
Learn how to work with transaction-level data in Phocas to investigate the detail behind your analysis. Explore the difference between Transaction view and Transaction mode, add transaction and dimension properties, sort and nest data, apply filters, and create calculations. Working at this level helps you trace results back to individual records, isolate specific invoices, and organize transaction data so you can investigate results in more detail.
Flex Modes Change the period (Flex Modes)
Learn how to change the period of your analysis so you can focus on the time frame that matters. See how to select from available periods, create fixed date ranges for specific reporting needs, and use dynamic user-defined periods that update automatically as time moves forward. This helps you compare and review data across the right dates without having to recreate your period settings each time.
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