Learn how to create a working days calendar to exclude non-working days, such as weekends and public holidays, for more accurate average daily values for your users.
In this video for administrators, Tina shows how to use the Dynamic Month offsets option to add to the Period menu, with a date range that updates each new calendar or financial year.
As an administrator, you can control which defined periods (date ranges) appear in the Period dropdown for each database in Phocas. Learn how to create a new period with a dynamic 'offset' date range for automatic updates, or select from a list of pre-built periods.
Learn how to manage and share favorites and dashboards with users, and discover how to subscribe them to email notifications to keep them updated on important changes in key data.
3:18 min
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