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.
Supporting documentation
Related video tutorials
Manage grid settings
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.
Work with the grid
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.