Set your default period for a database
0:53 min
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.
Supporting documentation
Phocas product 
Analytics
Analytics Category
Related video tutorials
Analytics 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.
4:55 min
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
Insights Set up a database
Learn how to configure a database for Customer segmentation in Insights. This tutorial walks through selecting your data, setting segmentation groups, and defining Frequency, Monetary, and Recency thresholds so you can start analyzing customer behavior.
2:32 min
.png?width=297&height=167&name=thumbnail%20(10).png)
Financial Statements Edit a financial statement
Learn how to edit an existing financial statement to suit your business needs.
3:53 min
Budgets & Forecasts 
Rebates 
CRM 