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Administration: Defined periods

11:22 minutes total learning time
Administrators decide what defined periods (date ranges) appear in the Period dropdown menu for each database. Learn how to maintain these.
3 videos in this learning module
1
Add a defined period to the Periods menu
4:08
2
Add a defined period using Dynamic Month option
3:04
3
Add a defined period using Special Offsets (days)
4:10
Add a defined period to the Periods menu
Add a defined period using Dynamic Month option
Add a defined period using Special Offsets (days)

Add a defined period to the Periods menu

As an administrator you can decide what defined periods (date ranges) are listed in the Period dropdown in Phocas for each database. In this video for Phocas administrators Tina shows how to create a brand new period with a simple 'offset' date range to ensure the period updates dynamically, or to simply choose from a list of pre-built periods.

Supporting documentation

Add a defined period using Dynamic Month option

In this video for administrators, Tina shows how to use the Dynamic Month offsets option to add to the Period menu, with a date range that updates each new calendar or financial year.

Supporting documentation

Add a defined period using Special Offsets (days)

In this video for administrators Tina shows how to add a defined period using a special offset that matches a day with a corresponding day in a previous month.

Supporting documentation

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