Phocas AI
1:19 min
Phocas AI makes it easy to get quick answers and insights by letting you ask questions that relate to your business databases. This is especially useful for new or occasional users who might not be familiar with all the features. You can ask questions in your own words and see the steps taken to get the results, helping you learn along the way.
Supporting documentation
Related video tutorials
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
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
Analytics Narrow your search by entity or property
See how advanced search helps you quickly filter your data for a clearer starting point. Learn how to apply entity and property search rules to quickly narrow things down.
2:18 min
Analytics 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.
3:32 min
Financial Statements 
Budgets & Forecasts 
Rebates 
CRM 
Insights 