View transactions
Learn how to work with transaction-level data in Phocas to investigate the detail behind your analysis. Explore the difference between Transaction view and Transaction mode, add transaction and dimension properties, sort and nest data, apply filters, and create calculations. Working at this level helps you trace results back to individual records, isolate specific invoices, and organize transaction data so you can investigate results in more detail.
Supporting documentation
Related video tutorials
Analytics What did I sell yesterday? (using transaction mode)
Flex Modes Switch modes
Learn how to switch between modes and views to analyze your data in different ways. See how Period, Variance, Stream, Total, and Transaction modes change what appears in the grid, and how Summary and Dimension views help you move between an overall result and more detailed analysis. You’ll also see how selections and filters can carry across supported views, so you can compare the same data from different perspectives without rebuilding your setup.
Flex Modes Take a tour of Flex Modes
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.
Analytics 
Financial Statements 
Budgets & Forecasts 
Rebates 
CRM 
Sales Insights 