Work with the grid
1:56 min
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.
Supporting documentation
Phocas product 
Analytics
Analytics Category
Related video tutorials
Flex Modes Filter data (Flex Modes)
Learn how to quickly find what you need by filtering data using the Focus button and keyword search options in Flex Modes.
1:48 min
Flex Modes Create an advanced filter
Learn how to use the Advanced Filter to take your analysis further and answer more complex questions. It’s a powerful way to refine your search results and uncover deeper insights in your data.
3:31 min
Platform Get started as a Viewer
Viewer licenses are for users who mainly need to view data rather than analyze it. Learn where to find and open the assets available to you as a Viewer.
1:08 min
Flex Modes Create a nested view
With the nest view feature in Flex Modes, you can add dimensions as levels in the grid, making your data easier to interpret. This lets you see how different items contribute to the overall results and build reports where you define the hierarchy of the data on display.
1:54 min
Financial Statements 
Budgets & Forecasts 
Rebates 
CRM 
Insights 