Gain more screen space and other tips

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.

Learn how to publish your completed budget or forecast data to the underlying database, making it available for dashboards, analysis, and reporting, or export it to Excel for use elsewhere.

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.

 

Learn how to explore your data with Flex Modes, and see how the different modes and features give you greater flexibility in how you view, compare, and analyze your information.