Select and change periods
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.
Presented by Tina Norman
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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.
Create your own defined period (dynamic month)
Learn how to create a 'calendar YTD' defined period for your own use, using the dynamic month option combined with offset dates.
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.
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.