Change the period (Financial Statements)
Learn how to use predefined, custom, and user defined periods to control the date range shown in your financial statements. User defined periods can have fixed or dynamic dates. You can also set a default period for a database, so it's applied automatically each time you open it.
Supporting documentation
Related video tutorials
Analytics (Classic) Apply a custom period
Learn how to set a custom period by choosing a time unit, deciding whether the grid shows the most recent data first, and picking start and end dates for the current period. The previous period updates to one year earlier automatically, and you can change it if needed. Once applied, the grid shows the data for that temporary date range, with the range displayed in the status bar.
Financial Statements Apply a custom period (Financial Statements)
Learn how to set a temporary date range by choosing a time unit, start and end dates, and the order of your columns. The previous and comparison periods update automatically, and you can adjust them before you apply the period to your grid.
Analytics (Classic) Change the period (Analytics Classic)
Learn how every figure in the grid is tied to a period, which sets the date range and the basis for comparing current and previous values. Choose a predefined period, check the dates it uses, and, with the right permissions, apply a temporary custom period or save a user defined period with fixed or dynamic dates. You can also change a database's default period from the homepage.
Dashboards Filter your dashboard
Learn how connected widgets highlight the same entity across a dashboard, and how Focus filters everything down to your selection. You'll add and pin your own filters, see which widgets respond to them, and apply a single period across every widget, then use Reset to return to the default view.
