Financial Statements 
Budgets & Forecasts 
Rebates 
CRM Configure your chart options
3:27 min
See how to change an axis starting point (using auto-axis scale), stack the chart values on top of each other rather than side by side or select and focus on a segment.
Supporting documentation
Help & support Related video tutorials
Analytics Add levels to the 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.
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Analytics Compare data in a matrix
Learn how to filter and pivot rows at the same time, letting you view two dimensions side by side in a matrix. This makes it easy to compare your data and quickly spot any differences.
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Analytics Apply conditional formatting
Learn how to use conditional formatting to quickly highlight key values in the grid. In Flex Modes, you can apply rules that change the text or background color based on cell values. It’s a great way to make trends and outliers stand out without needing to sort or filter.
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Analytics Create KPI-style gauge, summary and bullet charts
Discover how to track key performance indicators using KPI chart types in an Analytics database. In chart view, explore Gauge, Bullet, and Summary charts to visualize business goals and targets, ensuring performance insights are clear and easy to monitor.
3:25 min
