Change the period
2:23 min
Learn about using periods (date ranges) in Phocas. In this video Tina shows you how to choose a pre-defined period, apply a custom period or add a defined period for your own use.
Supporting documentation
Related video tutorials
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
Financial Statements Change the period (Financial Statements)
Learn how to adjust time periods in your financial data to suit your analysis needs. This allows you to compare current data with previous periods for better insights.
2:22 min
Flex Modes 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.
2:32 min
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
Budgets & Forecasts 
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