Filter your financial data

1:43 min

Filtering helps you move from a broad view of your financial statements to a sharper level of detail. You can narrow the data by keyword or by using dimensions like department or product, which enables you to focus on specific segments or categories. By applying filters, you can drill deeper into your financial statements and gain a clearer understanding of your data.

Supporting documentation

Filter the financial information

Phocas product

Financial Statements

Category

Financial reports

Tags

Financial statements Filter

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