Get started with Financial Statements
14:14 minutes total learning time
Get comfortable with Phocas Financial Statements as you learn how to easily find your way around, apply filters, and adjust your view to suit your specific analysis needs.
Phocas product
Financial Statements 7 videos in this onboarding module
1
Take a tour of Financial Statements
2:48
2
Filter your financial data
1:43
3
Change periods (date ranges)
2:22
4
Change your view with the columns menu
1:41
5
Add levels in a financial statement
2:16
6
View transactions
0:59
7
View financial information in a matrix (change column groups)
2:25
7 videos in this onboarding module
1
Take a tour of Financial Statements
2:48
2
Filter your financial data
1:43
3
Change periods (date ranges)
2:22
4
Change your view with the columns menu
1:41
5
Add levels in a financial statement
2:16
6
View transactions
0:59
7
View financial information in a matrix (change column groups)
2:25
Take a tour of Financial Statements
Explore the Financial Statements grid and its key features.
Supporting documentation
Filter your financial data
Discover how to filter and drill into your financial statements, moving from a broad overview to detailed insights for deeper analysis.
Supporting documentation
Change periods (date ranges)
Learn how to adjust time periods in your financial data to suit your analysis needs. This allows you to compare current data with previous periods for better insights.
Supporting documentation
Change your view with the columns menu
Learn how to use the columns menu to change the view of a financial statement and see the information you want.
Supporting documentation
Add levels in a financial statement
Learn how to add levels to your financials to break down data and easily see how individual items contribute to overall performance.
Supporting documentation
View transactions
Learn how you can view the underlying transactions that make up each value in your financial statement.
Supporting documentation
View financial information in a matrix (change column groups)
Learn how to use Column Groups to show financial data side-by-side in a matrix format. This setup allows for quicker comparisons and makes it easier to spot differences in performance.
Supporting documentation
Phocas product
Financial Statements 
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