In this module
The data you see in the grid is determined by the period (or date range) you have selected. Learn about selecting, changing and creating periods in Phocas.
-
1Select and change periods (0:00)Learn about using periods (date ranges) in Phocas. In this video Tina shows you how to choose a pre-defined period, apply a custom period or add a defined period for your own use.
-
2Create your own defined period (dynamic month) (0:00)Learn how to create a 'calendar YTD' defined period for your own use, using the dynamic month option combined with offset dates.
-
3Create your own defined period (days) (0:00)Learn how to use 'special offsets' based on days to create your own 'month to date' period.
No description found
What would you like to learn today?
Common topics: administration, custom mode, charts, rebates, sales
Help out a friend!
Click the images below to share this page