Home Academy Video tutorials

Perform an advanced search

3:32 min
Perform an advanced search
Advanced search helps users build detailed reports by applying specific filters to narrow down data. Users can set multiple rules and combine them with conditions like AND or OR to customize and refine their search results. This feature is ideal for creating precise reports or favorites based on specific criteria.

Supporting documentation

Phocas product Analytics Analytics
Category
Phocas Software help and support
Help & support

Have questions or need to report an issue with a Phocas product?

Get support

Related video tutorials

Create an advanced filter in Flex Modes
Flex Modes Flex Modes

Create an advanced filter in Flex Modes

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
Exclude customers from Insights calculations
Analytics Analytics

Exclude customers from Insights calculations

Learn how to use the Remove customers option to exclude specific customers from Insights calculations. You’ll see how exclusions immediately affect customer counts and revenue totals, and how removing customers differs from filtering by excluding them entirely from segmentation and Insights results.

 

 

 

2:30 min
Filter and resegment customers
Analytics Analytics

Filter and resegment customers

Learn how to use filtering and re-segmenting to analyse your customers from different perspectives. This tutorial explains the difference between narrowing your view and recalculating customer behavior, helping you uncover deeper insights and identify opportunities within specific areas of your business.

 

 

 

2:42 min
Compare data in a matrix in Flex Modes
Flex Modes Flex Modes

Compare data in a matrix in Flex Modes

Learn how to filter and pivot rows at the same time, letting you view two dimensions side by side in a matrix. This makes it easy to compare your data and quickly spot any differences.

 

1:37 min
NewSee the latest features, improvements and what's new in productView product updates