Budgets & Forecasts 
Rebates 
CRM Perform an advanced search
3:32 min
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
Help & support Related video tutorials
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
Financial Statements Filter your financial information
Discover how to filter and drill into your financial statements, moving from a broad overview to detailed insights for deeper analysis.
1:42 min
Platform Discover dashboards
See just how user friendly a Phocas dashboard can be. Here we show you how to make some simple selections on a dashboard, focus, clear and reset.
1:51 min
Analytics Create a 'low margin' alert
In this video, learn how to build a low margin report using advanced search - and then create a color-coded alert for your dashboard or home page.
3:31 min