Copy and paste
0:40 min
See to easy it is to copy data out of the Phocas grid into another application. In this video we show you how to copy and paste into Excel.
Supporting documentation

Presented by Elizabeth Birch
VP customer Experience
Category
User level
Related video tutorials
Add a new column to the grid to show target performance
In this video you'll learn how to add a column to the Phocas grid to show a variance between sales and budget, to see how sales reps are tracking against their budget. We do this using custom mode.
1:49 min
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.
1:53 min
Save useful data as a favorite
Save useful analysis points, data views and charts as favorites for quick access at any time.
0:48 min
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.
0:54 min