> 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/financial-statements/financial-statements.md).

# Financial Statements

Phocas Financial Statements allows you to build custom financial statements to suit your business needs for easy financial data analysis, visualization, and collaboration.

Use the search box to quickly find what you’re looking for, click one of the key topics below, or browse the full list of pages in the menu on the left.

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<table data-view="cards"><thead><tr><th></th><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>Take a tour of Financial Statements</strong></td><td>Explore the Financial Statements grid and its key features.</td><td></td><td><a href="/financial-statements/getting-started/take-a-tour-of-financial-statements.md">Take a tour of Financial Statements</a></td></tr><tr><td><strong>Customize your view</strong></td><td>Change the layout and contents of a financial statement to see the information you want.</td><td></td><td><a href="/financial-statements/using-statements/customize-your-view-financial-statements.md">Customize your view</a></td></tr><tr><td><strong>Display financial information in a chart</strong></td><td>Visually explore your financial information to see trends at a glance.</td><td></td><td><a href="/financial-statements/using-statements/view-financial-information-in-a-chart.md">View financial information in a chart</a></td></tr><tr><td><strong>Save frequently used views and charts</strong></td><td>Save favorites for quick and easy access.</td><td></td><td><a href="/financial-statements/using-statements/save-and-share-favorites.md">Save and share favorites</a></td></tr><tr><td><strong>Add financial analysis to a dashboard</strong></td><td>Add views and visualizations to dashboards for quick and easy insights.</td><td></td><td><a href="/financial-statements/using-statements/add-financial-analysis-to-a-dashboard.md">Add financial analysis to a dashboard</a></td></tr><tr><td><strong>Manage financial statements (advanced)</strong></td><td>Create and maintain custom financial statements to meet your organization’s needs.</td><td></td><td><a href="/financial-statements/managing-statements/manage-financial-statements.md">Manage financial statements</a></td></tr></tbody></table>

***

Want to know what's new? [Read our release notes](/other-information/release-notes.md)

Can’t find what you are looking for? [Raise a Customer Support Desk request](https://portal.usepylon.com/phocas/login)


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