Onboarding series

This beginner module helps you get started with Phocas Analytics. You’ll learn how to navigate the homepage and grid, plus how to do some simple analysis to quickly get insights from your data. The videos will introduce you to features you’ll use every day.

Learn how to export data, save favorites, set up alerts, and create visual overviews with tools like dashboards, charts, and graphs. These features make it easy to present your metrics clearly and effectively.

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.

Learn how to save important data points for later, export your financial statements, and keep an eye on key KPIs right from your dashboard.

If you have permission to customize statements, you can create, adjust, and manage financial statements to fit your organization’s needs. Learn how to build and tweak your own statements to make it easier to analyze, visualize, and collaborate on your financial data.

Learn how to add new users, set restrictions for them, and update multiple users at once, making user management quicker and easier.

Learn how to manage user and site-wide profiles, folders, favorites and dashboards.

In this module you'll learn how to set database periods and restrictions, create a working days calendar, and track your team's Phocas usage.