> For the complete documentation index, see [llms.txt](https://docs.phocassoftware.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.phocassoftware.com/analytics/understand-the-analytics-changes.md). # Understand the Analytics changes Understand the upcoming changes to Analytics, including product name changes, new functionality, and what they mean for you. We're making changes to Analytics as part of our move to the new Phocas experience. From 13 October, you'll see advance notice of these upcoming changes in Phocas.

Advance notice of the Analytics name change

Coming soon: * Analytics will be renamed **Analytics (Classic)**. You can continue to use it as usual. * Flex Modes will become our new **Analytics** experience. * The new experience will become available, with [new navigation](/basics/getting-started/navigation-new-experience.md) and [Dashboards experiences](/basics/dashboards-new-experience/dashboards-new-experience.md). * **Workspaces**, our new conversational AI product, will become available. Your existing content items, such as favorites, alerts, and dashboards, will remain available. ***

*** ### Why are the names changing? Analytics is the original Phocas business intelligence module and a core part of the Phocas platform. When we developed the next generation of Analytics, we initially made it available as **Flex Modes** so you could use the new functionality while continuing to use the familiar Analytics experience. As the new experience becomes our primary Analytics product, Flex Modes is becoming **Analytics**. The original experience will be called **Analytics (Classic)** and will remain available while you transition to the new experience. ### What happens next? The new experience becomes available soon. When you sign in to Phocas, it'll look much the same as usual. **Analytics** will be called **Analytics (Classic)**, and you'll have the option to switch to the new experience. Turn on **New experience** to use the new navigation, Analytics, Dashboards, and AI Workspaces. You can switch back to the original experience during the transition period. You don't need to wait until November to try the next generation of Analytics. **Flex Modes is already available**, so you can open a database and explore the new Analytics workflow today.

{% hint style="info" %} You don't need to wait until November to try the next generation of Analytics. [Flex Modes is already available](https://docs.phocassoftware.com/flex-modes/), so you can open a database and explore the new Analytics workflow today. {% endhint %} ### Compare Analytics (Classic) and Flex Modes Analytics (Classic) and Flex Modes share many analysis capabilities, but offer different ways to work with your data. Flex Modes, which is becoming the new Analytics, makes it easier to build and adjust your analysis directly in the grid, and explore underlying transactions.

Feature	What's different and why
Customize your analysis	IMPROVED Customize your analysis in any mode, without switching to Custom mode or opening a separate configuration window. NEW Add measure and calculation columns, with changes applied immediately so you can refine your analysis as you work. Combine data from multiple streams in a single grid. Build and edit formulas as you work, with easier access to available functions and the ability to reference other calculations. Include numeric property values, such as a customer's credit limit, in calculations to extend your analysis beyond measures.
Explore underlying transactions	IMPROVED Move between your analysis and its underlying transactions, or use Transaction mode to work directly with transaction-level data. Open the transactions behind a specific value without leaving your analysis. Customize the transaction grid by adding properties, calculations, and filters. Search and filter using transaction properties, and use numeric transaction properties in calculations for more detailed analysis.
Apply conditional formatting	IMPROVED Highlight important values and trends in the grid using conditional formatting. The redesigned experience makes formatting easier to apply and manage.
Filter by top and bottom values	NEW Quickly identify your best- or worst-performing products, customers, or other items by filtering the grid to show the highest or lowest values.
Compare periods to date	IMPROVED Compare periods at the same point in time, even when the periods are incomplete. Period to date now works with all period types, not just months.
Use dynamic dates in advanced filter	NEW Use rolling dates in advanced filters so your saved analyses automatically reflect the current period without needing to update the dates manually.
Use OR condition in advanced filter	NEW Combine search conditions across different dimensions using OR logic to include data that matches any of your specified conditions. For example, review sales in the Regions: ‘California’, ‘New York’ OR the Country: ‘UK’.
Nest rows in the grid	IMPROVED Organize data into nested levels by dragging dimensions into Nest view. The redesigned experience makes it easier to build and manage nested views without switching modes.
Create alerts	IMPROVED Create alerts based on any column in a favorite, including calculations. Choose to receive alerts only when a value crosses a specified threshold, so you're notified of meaningful changes.
Schedule subscriptions to favorites and alerts	IMPROVED Set up multiple schedules for a subscription, with more flexible scheduling options, such as the first Monday of each month.
Access in-product documentation	NEW Access product documentation and get answers to your questions directly within Flex Modes, without leaving your current page.
Coming soon: Add content to a dashboard	IMPROVED Add grid views and a wider range of chart types to dashboards in the new experience.

## Frequently asked questions #### Do I need to migrate to the new experience? No. You can switch to the new experience when you're ready. It's not a one-time migration, and you can switch back to the original experience during the transition period. Your existing favorites, alerts, and dashboards remain available. #### Can I move my existing dashboards to the new experience? Your existing dashboards remain available in the original experience. To use them in Dashboards (new experience), you'll need to recreate them. We're exploring ways to make this easier in the future. #### Will the new experience cost more? The new Analytics and Dashboards experiences are available as free upgrades. Workspaces has separate pricing and packaging. It's free during beta, subject to usage limits, while pricing and packaging are being finalized. #### How long will Analytics (Classic) be available? There's currently no announced end date for Analytics (Classic). You can continue to use it as usual and move to the new experience at your own pace during the transition period. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation by asking a question. Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters: ``` GET https://docs.phocassoftware.com/analytics/understand-the-analytics-changes.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.