Set your default period for a database

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.

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.

Learn how Grid settings help you control what appears in the grid and how your data is presented. Adjust the period order, include or exclude items based on activity, and refine date-related settings to focus the grid on the results that are most relevant to your analysis.

 

Learn how to work efficiently with the grid. This tutorial shows you how to sort data, freeze properties, navigate larger result sets, use grid actions and shortcuts, and quickly calculate values from selected data.