Create a Working Days calendar
3:39 min
In this video for administrators Andy shows how to create a working days calendar. This allows you to exclude non-working days (e.g., weekends and public holidays) to give your users a more accurate average daily value.
Supporting documentation

Presented by Andy Bass
Implementations Consultant
Category
Related video tutorials
Create your own defined period (days)
Learn how to use 'special offsets' based on days to create your own 'month to date' period.
3:54 min
Add a defined period using Dynamic Month option
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.
3:04 min
Add a defined period to the Periods menu
As an administrator you can decide what defined periods (date ranges) are listed in the Period dropdown in Phocas for each database. In this video for Phocas administrators Tina shows how to create a brand new period with a simple 'offset' date range to ensure the period updates dynamically, or to simply choose from a list of pre-built periods.
4:08 min
Bring statistical streams into a Financial Statements database
In this video for administrators, Nick shows how to incorporate non financial information, such as 'units sold' or 'customers', into Phocas financial statements. Learn how to make these statistical streams available to users by adding them to the financial statements database in Designer.
3:39 min