Choose your own date ranges
10:24 minutes total learning time
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.
Phocas product
3 videos in this learning module
1
Select and change periods
3:31
2
Create your own defined period (dynamic month)
2:59
3
Create your own defined period (days)
3:54
3 videos in this learning module
1
Select and change periods
3:31
2
Create your own defined period (dynamic month)
2:59
3
Create your own defined period (days)
3:54
Select and change periods
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.
Supporting documentation
Create your own defined period (dynamic month)
Learn how to create a 'calendar YTD' defined period for your own use, using the dynamic month option combined with offset dates.
Supporting documentation
Create your own defined period (days)
Learn how to use 'special offsets' based on days to create your own 'month to date' period.
Supporting documentation
Phocas product
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