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
Related video tutorials
Platform Set defined periods for a database
As an administrator, you can control which defined periods (date ranges) appear in the Period dropdown for each database in Phocas. Learn how to create a new period with a dynamic 'offset' date range for automatic updates, or select from a list of pre-built periods.
Platform Create a working days calendar
Learn how to create a working days calendar to exclude non-working days, such as weekends and public holidays, for more accurate average daily values for your users.
Platform 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.
Flex Modes Change the period (Flex Modes)
Learn how to change the period of your analysis so you can focus on the time frame that matters. See how to select from available periods, create fixed date ranges for specific reporting needs, and use dynamic user-defined periods that update automatically as time moves forward. This helps you compare and review data across the right dates without having to recreate your period settings each time.
Analytics 
Financial Statements 
Budgets & Forecasts 
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CRM 
Sales Insights 