Lock data selections
Learn how to lock selections so you can continue selecting, clearing and reseting without affecting the original selections. This feature is useful to restrict what other people see on your screen or just to save time during ad hoc analysis.
Presented by David Chambers
Help & support
Have questions or need to report an issue with a Phocas product?Get support
Related video tutorials
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.
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.
Show total as average
Here we show you how to save time by checking a box to display total amounts as averages.
Hide results that net to zero
This video shows how to easily hide results where activity occured but where it equalled zero, such as a refunds, giveway or credits.