> 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/using-statements/filter-the-financial-information.md). # Filter data Use dimensions to narrow down the financial data and analyze performance in more detail. {% hint style="success" %} See these related pages: * [Dimensions](/basics/getting-started/dimensions.md): General information about dimensions, a core concept in Phocas. * [Overview of dimensions](/financial-statements/getting-started/overview-of-the-link-between-financial-statements-and-dimensions.md): Information about the link between dimensions and Financial Statements. {% endhint %} Instead of only looking at the high-level totals in your financial statements, you can filter the data. For example, you might want to view figures by department, region, or product line. You can filter your financial data directly in the Financial Statements module. If you want to drill into individual transactions, you will move into the Analytics module. {% embed url="" %} Filter your financial data {% endembed %} ## Filter directly in Financial Statements Use these options in the Financial Statements grid to quickly filter the data without leaving the page. #### Filter using the Filters area 1. Drag a dimension into the **Filters** drop zone. 2. Click the dimension to open the **Filters** menu. 3. Select the entities you want to include then click outside the menu to apply the filter. The other entities are removed from the grid. To clear the filter, click the **X** on the dimension in the **Filters** menu.

Filter your data by dragging a dimension into the Filters drop zone

#### Filter using keyword search Enter a keyword (such as account name) or numeric value in the **Filter by keyword** box. The grid updates as you type to show only the matching rows. If a match is within a collapsed group, the group expands automatically. To clear the filter, click the **X** in the search box.
#### Filter using dimensions Clicking a dimension in the panel shows a quick preview of its entities. But the most straightforward way to filter your statement to specific entities is to use the **Filters** area described above: drag the dimension into the **Filters** drop zone, then select the entities you want. The statement updates to show the filtered data, keeping its full structure (categories, calculations, and so on) intact, and the number of selected entities displays on the corresponding dimension button.

Example of a statement with the Department dimension selected

Expand the sections below for more examples.
Example 1: Filter a financial statement to view the performance of one branch Drag the **Branch** dimension into the **Filters** drop zone. Click the dimension to open the **Filters** menu, then select the checkbox for branch 08 and click outside the menu to apply. The statement grid now displays the Profit and Loss for branch 08.
Example 2: Filter a financial statement to view the performance of multiple branches Drag the **Branch** dimension into the **Filters** drop zone. Click the dimension to open the **Filters** menu, then select the checkboxes for branches 02, 03 and 04 and click outside the menu to apply. The statement grid now displays the combined Profit and Loss statement for the selected branches. The net profit value is the sum of the net profits of those branches.
Example 3: Filter a financial statement to view the performance of multiple departments in a country Suppose you have already filtered the Profit and Loss statement by Country (dimension) > Australia (entity) using the **Filters** area. Now you want to take your analysis a step further and see how two specific departments in Australia are performing. Drag the **Department** dimension into the **Filters** drop zone as well. Click the dimension to open the **Filters** menu, then select the checkboxes for departments Sales (SAL) and Marketing (MAR), and click outside the menu to apply. The statement grid now displays the combined Profit and Loss statement for the selected departments in Australia. The net profit value is the sum of the net profits of those departments.
## Remove a filter To remove a filter and return to the high-level summary financial information, click the **X** in the filter tag or on the dimension button. To completely reset the data, click the **Reset** button. --- # 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/financial-statements/using-statements/filter-the-financial-information.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.