Home Academy Video tutorials

Add your own defined period

4:55 min
Add your own defined period
Learn how to create custom user-defined "month to date" or "calendar year to date" periods from scratch and save them as new defined periods. Since they’re your custom periods, you’ll have complete control to edit or delete them whenever necessary.

Supporting documentation

Phocas product Analytics Analytics
Category
Phocas Software help and support
Help & support

Have questions or need to report an issue with a Phocas product?

Get support

Related video tutorials

Change the period (Flex Modes)
Flex Modes 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.

 

2:32 min
Apply a custom period
Analytics Analytics

Apply a custom period

Custom periods are temporary date ranges used for analysis without being saved. See how to apply them to review specific timeframes, like a sales promotion. Custom periods can include full months, partial months, or a custom range of dates, depending on the available period types in the database.
1:27 min
Set your default period for a database
Analytics Analytics

Set your default period for a database

The default period is the timeframe you first see when you open a database, set by an administrator to give you access. If it doesn't work for you, you can change it for your account, so your preferred date range shows up every time you open the database.
0:53 min
Switch modes
Flex Modes Flex Modes

Switch modes

Learn how to switch between modes and views to analyze your data in different ways. See how Period, Variance, Stream, Total, and Transaction modes change what appears in the grid, and how Summary and Dimension views help you move between an overall result and more detailed analysis. You’ll also see how selections and filters can carry across supported views, so you can compare the same data from different perspectives without rebuilding your setup.

 

2:32 min
NewIntroducing Phocas' Sales Performance Suite: designed and built for sales teams to sell the way top performers doSee it in action