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
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
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
Presented by Tina Norman
Implementations Consultant
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
Presented by Tina Norman
Implementations Consultant
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
Presented by Tina Norman
Implementations Consultant
Related learning modules
Administration: Setting up users
This module covers the essentials of setting up new users in Phocas. Add users, set passwords and manage access to data via restrictions, profiles and permissions.
Administration: Advanced
Learn about advanced administration options, including managing how data is shared by your users and how to exclude weekends and public holidays from your results.
Administration: Profiles, permissions and restrictions
A user's profile determines what they can do in Phocas. This module covers assigning profiles and permissions to groups of users or individuals.
Administration: Setting up users (advanced)
If you're experienced in Phocas administration, learn how to save time with features for administrators with multiple users.