Flex Modes provide a richer, more flexible way to explore variances, totals, and trends over time. Easily switch between analysis, charts, and transactions; build grouped and nested queries with a few clicks; use AND/OR filters for precise results and add calculated columns.

How do Flex Modes differ from Analytics?

Flex Modes is currently an extension of Analytics. You’ll continue to use Analytics just as you always have — Flex Modes simply adds new ways to explore your data and specifically provides a richer and more flexible way to explore variances, totals and trends over time. This includes advanced filtering options like AND/OR to get precise, detailed results from specific data combinations.

Do I have to pay extra for it?

The first release of Flex Modes is at no extra cost for existing customers.

Do I need training to start using Flex Modes?

Flex Modes are designed to be intuitive to pick up and use. If you're already comfortable in Phocas, you'll find it familiar - if you'd like guidance – there is an in product guided video, user documentation , and a special edition Phocas User Group (PUG) training session .

Is Flex Modes available for all users?

Flex Modes is available for full licenses (not for viewer licenses).

Do I need to enable Flex Modes, or is it turned on automatically?

It’s enabled by default and appears in the side navigation under the Analytics product.

Where can I find training or help articles for Flex Modes?

Technical documentation , in product videos and Phocas User Group training .

How can I help improve Flex Modes?

We welcome any of your feedback. Please use the in-product feedback button to share your feedback.

What kind of calculations can I do in Flex Modes?

You can: Add custom calculated columns directly in the Grid leveraging built-in formulas Create percentage shares (e.g., % of total) Calculate changes over time Combine calculations with AND/OR data filters Include count measures in your calculations and additional measure columns to the grid and use them in calculations

What AI will be incorporated into Flex Modes?

Yes! We are planning to incorporate natural language querying and predictive analytics.

Will I be able to create dashboards in Flex Modes?

Dashboards aren’t available in Flex Modes just yet - but they’re on the roadmap.

Will my existing saved views or dashboards work in Flex Modes?

Analytics still remains the place where you view your existing favorites and dashboards. These are not viewable in Flex Modes.

Can I save my Flex Mode queries or views?

You can save your queries as a favorite.

Can I export the data or charts from Flex Modes?

Export to CSV or Excel isn’t available in Flex Modes just yet - but it’s on the roadmap.

How do calculated columns work — and can I reuse them?

Calculated columns cannot be reused across modes or favorites, but they are saved within your favorite and can be used to produce charts from.

How can I manage user permissions?

User permissions are based on the existing database permissions, so if a user has access to the database Flex Modes will work. Favorites can be shared within your organization with the owner of a favorite able to grant access to that favorite. Giving access to a favorite will require the user to have database permissions for the favorite to work.

What is the vision for Flex Modes?

Flex Modes marks the beginning of something much bigger. It’s built on our latest technology — laying the foundation for Phocas AI Vision , handling larger data volumes, and enabling faster development cycles. It’s where we’ll be focusing future innovation for Analytics — expect to see continuous improvements and new capabilities over time.

What are you working on next for Flex Modes?

CSV exports, Dashboards and looking at how Flex Modes can help us realize our AI vision .

Analytics

Say hello to Flex Modes

Flex Modes, rolling out over the coming weeks, is an extension of Analytics adding new ways to explore your data – providing a richer and more versatile way to dig into variances, totals and trends over time. While Flex Modes is still in its early stages, we wanted to get it into your hands early so you can start exploring and gaining value straight away.

A more flexible way to explore your data.

See it in action Training Use cases What's next FAQs

Special edition training session

Flex Modes

Richer and more flexible ways to explore variances, totals and trends over time.

Flex Modes

Tuesday 3 June, 2025

11:00 AM AEST

Whether you're building complex queries, spotting outliers, or switching between high-level metrics and individual transactions, Flex Modes extends the current functionality of Analytics.

In this session, we’ll walk you through why we built Flex Modes, what’s coming next, and how to start using it - including how to:

Identify outliers in your data using any calculation or measure
Easily switch between top-level numbers and individual transactions leveraging interconnected tabs for analysis, charts and transactions
Use AND/OR advanced searches to filter data and get precise results
Do complex calculations (including count measures)

Presented by

Harry Eldridge

Technical Pre-Sales Manager

Rebecca Ambrose

Head of Customer Marketing

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Conditional formatting

Easy identification of any kind of outliers using any calculation or measure

Flag outliers based on any measure, such as unusually high order volumes, inventory shortages, or delays in shipping.

Set rules to automatically highlight values that fall outside expected ranges (e.g., orders that exceed a certain threshold or delivery times longer than average).

Additional rules such as above average, below average, top and bottom results.
Easy to use conditional formatting with more flexible, custom rule settings.

Say hello to Flex Modes

See Flex Modes in action

Flex Modes

Flex Modes

Registration

Calculations

Conditional formatting

Interconnected tabs

Advanced search

What's next

Exports

Dashboards

AI

Frequently asked questions

What are Flex Modes?

What are Flex Modes?

How do Flex Modes differ from Analytics?

Pricing, feedback & training

Do I have to pay extra for it?

Do I need training to start using Flex Modes?

Is Flex Modes available for all users?

Do I need to enable Flex Modes, or is it turned on automatically?

Where can I find training or help articles for Flex Modes?

How can I help improve Flex Modes?

Functionality

What kind of calculations can I do in Flex Modes?

What AI will be incorporated into Flex Modes?

Will I be able to create dashboards in Flex Modes?

Will my existing saved views or dashboards work in Flex Modes?

Can I save my Flex Mode queries or views?

Can I export the data or charts from Flex Modes?

How do calculated columns work — and can I reuse them?

How can I manage user permissions?

Vision & what's next

What is the vision for Flex Modes?

What are you working on next for Flex Modes?