Add custom columns to financial reports
3:57 min
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.
Supporting documentation
Phocas product 
Financial Statements
Financial Statements Category
Related video tutorials
.png?width=297&height=167&name=thumbnail%20(9).png)
Flex Modes Add calculation and measure columns
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.
2:47 min
Financial Statements Create a financial statement
Learn how to create a custom financial statement to suit your business needs from scratch.
3:15 min
Financial Statements View financial information in a matrix (change column groups)
Learn how to use Column Groups to show financial data side-by-side in a matrix format. This setup allows for quicker comparisons and makes it easier to spot differences in performance.
2:25 min
Financial Statements Change your view with the columns menu
Learn how to use the columns menu to change the view of a financial statement and see the information you want.
1:41 min
Analytics 
Budgets & Forecasts 
Rebates 
CRM 
Insights 