# Ask the Community **URL:** https://pug.phocassoftware.com/c/ask-the-community/98.md [Latest](https://pug.phocassoftware.com/latest.md) · [Categories](https://pug.phocassoftware.com/categories.md) · [Tags](https://pug.phocassoftware.com/tags.md) --- ## [About the Ask the Community category](https://pug.phocassoftware.com/t/about-the-ask-the-community-category/3023)
**Author:** [@pete.mcfadden](https://pug.phocassoftware.com/u/pete.mcfadden)\ **Replies:** 0\ **Last updated:** [May 26, 2026, 2:07am UTC](https://pug.phocassoftware.com/t/about-the-ask-the-community-category/3023 "2026-05-26T02:07:49Z")
Got a question? Someone here has the answer. This is the place to ask anything Phocas-related, whether you’re troubleshooting a report, figuring out a feature, or just not sure where to start. Connect with other Phocas u… --- ## [Phocas Product highlights - MCP server](https://pug.phocassoftware.com/t/phocas-product-highlights-mcp-server/3049)
**Author:** [@hakio](https://pug.phocassoftware.com/u/hakio)\ **Replies:** 2\ **Last updated:** [September 28, 2026, 12:26pm UTC](https://pug.phocassoftware.com/t/phocas-product-highlights-mcp-server/3049 "2026-09-28T12:26:05Z")
I really enjoy the Phocas hightlights/product updates session you started up, besides being well organized, focused and to-the-point, it is great content being showcased. Both the already launched and the stuff coming up… --- ## [Is there a way to specify a stream on a dimension link](https://pug.phocassoftware.com/t/is-there-a-way-to-specify-a-stream-on-a-dimension-link/3042)
**Author:** [@jvergara](https://pug.phocassoftware.com/u/jvergara)\ **Replies:** 1\ **Last updated:** [September 10, 2026, 6:52pm UTC](https://pug.phocassoftware.com/t/is-there-a-way-to-specify-a-stream-on-a-dimension-link/3042 "2026-09-10T18:52:29Z")
I would like to like to a different stream other than the default stream. I have been successful with the default stream. Just on an alternative stream. Here is the default stream link that does work database:Sales|D… --- ## [Is there a way to show a goal line in a line graph?](https://pug.phocassoftware.com/t/is-there-a-way-to-show-a-goal-line-in-a-line-graph/3043)
**Author:** [@jvergara](https://pug.phocassoftware.com/u/jvergara)\ **Replies:** 1\ **Last updated:** [September 9, 2026, 10:46am UTC](https://pug.phocassoftware.com/t/is-there-a-way-to-show-a-goal-line-in-a-line-graph/3043 "2026-09-09T10:46:43Z")
I have used the gauge chart to show goals; however, I would like to do something similar to the pasted chat below. The orange line is the goal and the other is the measure. --- ## [Sending dashboards through e-mail](https://pug.phocassoftware.com/t/sending-dashboards-through-e-mail/779)
**Author:** [@Victor](https://pug.phocassoftware.com/u/Victor)\ **Replies:** 2\ **Last updated:** [September 1, 2026, 12:51am UTC](https://pug.phocassoftware.com/t/sending-dashboards-through-e-mail/779 "2026-09-01T00:51:25Z")
I know there is a previous topic on this but was wondering if there is any headway on making a subscription service for Dashboards? I have a few sales people that would rather receive a hard copy of the Dashboard than lo… --- ## [Merlin and Quotes](https://pug.phocassoftware.com/t/merlin-and-quotes/3032)
**Author:** [@garry.smith](https://pug.phocassoftware.com/u/garry.smith)\ **Replies:** 1\ **Last updated:** [August 13, 2026, 5:36am UTC](https://pug.phocassoftware.com/t/merlin-and-quotes/3032 "2026-08-13T05:36:34Z")
We are a steel stockholders and industrial supplies company and we are looking for a Phocas user that has a robust system to follow up quotes, we do use chrystal reports and Phocas, that would be willing to share a syste… --- ## [Sales Rep Budget and Product Budget in same stream](https://pug.phocassoftware.com/t/sales-rep-budget-and-product-budget-in-same-stream/3021)
**Author:** [@lbullard90](https://pug.phocassoftware.com/u/lbullard90)\ **Replies:** 2\ **Last updated:** [May 25, 2026, 10:10am UTC](https://pug.phocassoftware.com/t/sales-rep-budget-and-product-budget-in-same-stream/3021 "2026-05-25T10:10:10Z")
I have done my sales budget using Easy Budget Upload. This is mapped using the Sales Rep, Customer, Ship To. This is what it looks like right now. One tab is for the value & the other for cost, so that we can compare Val… --- ## [New Budget stream - map Value and Profit measures](https://pug.phocassoftware.com/t/new-budget-stream-map-value-and-profit-measures/3000)
**Author:** [@lbullard90](https://pug.phocassoftware.com/u/lbullard90)\ **Replies:** 0\ **Last updated:** [January 9, 2026, 9:40pm UTC](https://pug.phocassoftware.com/t/new-budget-stream-map-value-and-profit-measures/3000 "2026-01-09T21:40:43Z")
Just wanting to get a sense if what I’m wanting to do is possible. I am uploading our 2026 Budget to a new stream in our Sales database. Where my issue comes in is that I’d like map Budget Value and Budget Profit Dolla… --- ## [Mapping to a calculated measure (eg. budget margin to a calculated margin Measure](https://pug.phocassoftware.com/t/mapping-to-a-calculated-measure-eg-budget-margin-to-a-calculated-margin-measure/2129)
**Author:** [@hakio](https://pug.phocassoftware.com/u/hakio)\ **Replies:** 2\ **Last updated:** [January 9, 2026, 9:26pm UTC](https://pug.phocassoftware.com/t/mapping-to-a-calculated-measure-eg-budget-margin-to-a-calculated-margin-measure/2129 "2026-01-09T21:26:23Z")
Hi, I do not believe I can archive what I would like, at the moment in Phocas, but just asking here before raising a product suggestion. In a very common Sales DB we got Measures like Value (rev.) and Cost which is map… --- ## [Separate sync for only Financial Data](https://pug.phocassoftware.com/t/separate-sync-for-only-financial-data/2996)
**Author:** [@avazquez1](https://pug.phocassoftware.com/u/avazquez1)\ **Replies:** 1\ **Last updated:** [December 11, 2025, 1:08pm UTC](https://pug.phocassoftware.com/t/separate-sync-for-only-financial-data/2996 "2025-12-11T13:08:58Z")
I am attempting to create a separate sync for the financial data, (GLBegin..,GLSplit….) to run several times a day. I created a separate folder ‘Rawdatafinancials’ that would only have the financial files. However in th… --- ## [Budgeting - How Do You Export A Budget?](https://pug.phocassoftware.com/t/budgeting-how-do-you-export-a-budget/2151)
**Author:** [@pracz](https://pug.phocassoftware.com/u/pracz)\ **Replies:** 2\ **Last updated:** [December 4, 2025, 1:46pm UTC](https://pug.phocassoftware.com/t/budgeting-how-do-you-export-a-budget/2151 "2025-12-04T13:46:30Z")
Hi All - Is there a way to export an existing budget? For the life of me I can’t find a way to do that. Any help with be greatly appreciated! Thanks you! Pete R --- ## [Retained Earnings Calculation](https://pug.phocassoftware.com/t/retained-earnings-calculation/2995)
**Author:** [@avazquez1](https://pug.phocassoftware.com/u/avazquez1)\ **Replies:** 0\ **Last updated:** [November 18, 2025, 7:41pm UTC](https://pug.phocassoftware.com/t/retained-earnings-calculation/2995 "2025-11-18T19:41:18Z")
We’ve come across a bit of a hurdle in reconciling between the Eclipse generated Financial Statement and the Phocas Financial Module. In Eclipse there exists a system generated account 47 (Current Year Eclipse Net Incom… --- ## [Can i get info using REST API](https://pug.phocassoftware.com/t/can-i-get-info-using-rest-api/2984)
**Author:** [@robjones1221](https://pug.phocassoftware.com/u/robjones1221)\ **Replies:** 0\ **Last updated:** [September 15, 2025, 3:04pm UTC](https://pug.phocassoftware.com/t/can-i-get-info-using-rest-api/2984 "2025-09-15T15:04:25Z")
Hi, Is it possible to access a REST API to retrieve information? --- ## [Top level filter](https://pug.phocassoftware.com/t/top-level-filter/2981)
**Author:** [@avazquez1](https://pug.phocassoftware.com/u/avazquez1)\ **Replies:** 1\ **Last updated:** [September 12, 2025, 7:41pm UTC](https://pug.phocassoftware.com/t/top-level-filter/2981 "2025-09-12T19:41:11Z")
My company has recently merged with another company and have integrated all data into one Phocas instance. Now 20+ price branches. What’s the easiest way to initially filter from the top for different business segments? --- ## [Entering multiple selections](https://pug.phocassoftware.com/t/entering-multiple-selections/2876)
**Author:** [@avazquez1](https://pug.phocassoftware.com/u/avazquez1)\ **Replies:** 3\ **Last updated:** [September 8, 2025, 10:11pm UTC](https://pug.phocassoftware.com/t/entering-multiple-selections/2876 "2025-09-08T22:11:49Z")
In the advanced search is it possible to enter multiple products at once rather than one by one? --- ## [Google Sheets as a Data Source?](https://pug.phocassoftware.com/t/google-sheets-as-a-data-source/2967)
**Author:** [@edberner](https://pug.phocassoftware.com/u/edberner)\ **Replies:** 3\ **Last updated:** [August 25, 2025, 12:19am UTC](https://pug.phocassoftware.com/t/google-sheets-as-a-data-source/2967 "2025-08-25T00:19:02Z")
Is it possible to use a Google Sheets document as a Data Source? How do I connect them? Thanks --- ## [Pricing Analytics and the crossover between Sales & Purchasing](https://pug.phocassoftware.com/t/pricing-analytics-and-the-crossover-between-sales-purchasing/2972)
**Author:** [@mcgran](https://pug.phocassoftware.com/u/mcgran)\ **Replies:** 0\ **Last updated:** [August 1, 2025, 9:10pm UTC](https://pug.phocassoftware.com/t/pricing-analytics-and-the-crossover-between-sales-purchasing/2972 "2025-08-01T21:10:16Z")
I am struggling with narrowing down/consolidating the specifics between the business’s Purchase Cost, Landed Cost (including shipping) + handling, shelving, maintaining, etc. & the Sales Price. Not to mention the variabl… --- ## [Inventory Stream - EDA](https://pug.phocassoftware.com/t/inventory-stream-eda/2963)
**Author:** [@e\_duku](https://pug.phocassoftware.com/u/e_duku)\ **Replies:** 2\ **Last updated:** [August 1, 2025, 7:40pm UTC](https://pug.phocassoftware.com/t/inventory-stream-eda/2963 "2025-08-01T19:40:56Z")
Hi, we have Epicor data analytics implemented by Phocas and was wondering if anyone has any idea about the Stream \> Usage under Inventory database? There’s Inventory, Sales, open Orders and Usage and I know all except U… --- ## [Creating an analytics report using 2 databases](https://pug.phocassoftware.com/t/creating-an-analytics-report-using-2-databases/2919)
**Author:** [@mtuckman](https://pug.phocassoftware.com/u/mtuckman)\ **Replies:** 2\ **Last updated:** [August 1, 2025, 6:43pm UTC](https://pug.phocassoftware.com/t/creating-an-analytics-report-using-2-databases/2919 "2025-08-01T18:43:09Z")
I am trying to create a report that would combine similar data from 2 different databases. We have multiple businesses with the same data that run sales by month, but I’d like to show a combined sales amount. Is this po… --- ## [Reports and Dashboards](https://pug.phocassoftware.com/t/reports-and-dashboards/2953)
**Author:** [@JC1014](https://pug.phocassoftware.com/u/JC1014)\ **Replies:** 3\ **Last updated:** [June 20, 2025, 1:31pm UTC](https://pug.phocassoftware.com/t/reports-and-dashboards/2953 "2025-06-20T13:31:58Z")
Hi. We are trying to delete unused/unwanted reports and dashboards, can someone explain how we do this please? --- ## [Is there a way a CRM task to be automatically created based on an alert?](https://pug.phocassoftware.com/t/is-there-a-way-a-crm-task-to-be-automatically-created-based-on-an-alert/2951)
**Author:** [@jvergara](https://pug.phocassoftware.com/u/jvergara)\ **Replies:** 0\ **Last updated:** [June 13, 2025, 2:20pm UTC](https://pug.phocassoftware.com/t/is-there-a-way-a-crm-task-to-be-automatically-created-based-on-an-alert/2951 "2025-06-13T14:20:59Z")
I am trying to automate quote follow ups for our sales team based on quote size. I know how to create the alerts where it can email the user. Is it possible to create a task for the follow up? --- ## [YTD vs LYTD in analytics](https://pug.phocassoftware.com/t/ytd-vs-lytd-in-analytics/2943)
**Author:** [@Lee-Jones](https://pug.phocassoftware.com/u/Lee-Jones)\ **Replies:** 1\ **Last updated:** [May 28, 2025, 3:01am UTC](https://pug.phocassoftware.com/t/ytd-vs-lytd-in-analytics/2943 "2025-05-28T03:01:16Z")
Im trying to create a customised variance report. The report lines with our customer’s financial year that runs April to March and shows individual product volumes . I’ve set up a customised date that run April 2025 to… --- ## [Tips to share a dashboard](https://pug.phocassoftware.com/t/tips-to-share-a-dashboard/2805)
**Author:** [@Triston](https://pug.phocassoftware.com/u/Triston)\ **Replies:** 3\ **Last updated:** [April 29, 2025, 6:20pm UTC](https://pug.phocassoftware.com/t/tips-to-share-a-dashboard/2805 "2025-04-29T18:20:45Z")
I am wanting to create a dashboard that has numerous different metrics all in one place to send out to my management team, but they don’t have Phocas accounts and won’t be able to view the dashboard. Anyone have a sugge… --- ## [Cash Flow Statement - Non Cash Items](https://pug.phocassoftware.com/t/cash-flow-statement-non-cash-items/2933)
**Author:** [@sszafranek](https://pug.phocassoftware.com/u/sszafranek)\ **Replies:** 0\ **Last updated:** [April 29, 2025, 6:17pm UTC](https://pug.phocassoftware.com/t/cash-flow-statement-non-cash-items/2933 "2025-04-29T18:17:34Z")
Anyone know how to add non-cash items to a cash flow statement? Is this even possible in EDA? It would be nice to have this functionality for certain periods --- ## [Replicating a view](https://pug.phocassoftware.com/t/replicating-a-view/2929)
**Author:** [@Daniel\_White](https://pug.phocassoftware.com/u/Daniel_White)\ **Replies:** 0\ **Last updated:** [April 24, 2025, 9:29am UTC](https://pug.phocassoftware.com/t/replicating-a-view/2929 "2025-04-24T09:29:10Z")
We have had EDA (Phocas) for a couple of years now but have only just gone live on EPICOR Kinetic. When Phocas was setup for us in the past, it seems that there was a ‘View?’ created on Inventory Monthly, now that we are… --- ## [RMAs - GM not being reversed out of the Sales base](https://pug.phocassoftware.com/t/rmas-gm-not-being-reversed-out-of-the-sales-base/2925)
**Author:** [@AdamM](https://pug.phocassoftware.com/u/AdamM)\ **Replies:** 0\ **Last updated:** [April 22, 2025, 6:45pm UTC](https://pug.phocassoftware.com/t/rmas-gm-not-being-reversed-out-of-the-sales-base/2925 "2025-04-22T18:45:07Z")
Hello - Anyone familiar with the particulars of RMAs in Phocas? If the RMA is conducted in Epicor, why does the Sales database not pick up the reversal of the sale on the GM$ level? The Net Sales with Misc picks up the … --- ## [And/OR in advanced selection](https://pug.phocassoftware.com/t/and-or-in-advanced-selection/2923)
**Author:** [@avazquez1](https://pug.phocassoftware.com/u/avazquez1)\ **Replies:** 0\ **Last updated:** [April 17, 2025, 7:17pm UTC](https://pug.phocassoftware.com/t/and-or-in-advanced-selection/2923 "2025-04-17T19:17:32Z")
Has anyone had trouble with and/ or selections, I would like only two products and a whole buyline. I’ve placed OR in both product and buyline, click apply but then it reverts back to AND --- ## [Dynamically select Rows](https://pug.phocassoftware.com/t/dynamically-select-rows/2516)
**Author:** [@PhocasedAussie](https://pug.phocassoftware.com/u/PhocasedAussie)\ **Replies:** 1\ **Last updated:** [April 1, 2025, 7:06pm UTC](https://pug.phocassoftware.com/t/dynamically-select-rows/2516 "2025-04-01T19:06:44Z")
Continuing the discussion from Dynamically select top 20 customers: I am Interested in this feature and was wondering if this has been implemented yet? --- ## [Easy Budget Upload Number](https://pug.phocassoftware.com/t/easy-budget-upload-number/2906)
**Author:** [@lferguson](https://pug.phocassoftware.com/u/lferguson)\ **Replies:** 0\ **Last updated:** [March 24, 2025, 10:33pm UTC](https://pug.phocassoftware.com/t/easy-budget-upload-number/2906 "2025-03-24T22:33:03Z")
Is is possible to upload more than one budget using easy budget upload? I know that each budget can only have one measure but we are looking to have three budgets. We would use the value, GM$ and GM% as the measures for… --- ## [2 versions of the Sales DB](https://pug.phocassoftware.com/t/2-versions-of-the-sales-db/2900)
**Author:** [@avazquez1](https://pug.phocassoftware.com/u/avazquez1)\ **Replies:** 1\ **Last updated:** [March 4, 2025, 12:04am UTC](https://pug.phocassoftware.com/t/2-versions-of-the-sales-db/2900 "2025-03-04T00:04:03Z")
I made a modification in our Sales DB to exclude 2 buylines to better match our sales dashboard. However the accounting department does not want these excluded. I would like the build with the exclusions to be the defa… [Next page](https://pug.phocassoftware.com/c/ask-the-community/98.md?page=1)