Apply a custom period (Financial Statements)

1:45 min

Discover how to set custom periods—temporary date ranges you can apply to your financial data analysis. Custom periods are especially useful when you want to analyze data for specific timeframes, such as during a sales promotion or other one-off events.

Supporting documentation

Phocas product

Financial Statements

Category

Customize views

Tags

Financial statements Period

Help & support

Have questions or need to report an issue with a Phocas product?

Get support

Related video tutorials

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

Financial Statements

Edit a financial statement

Learn how to edit an existing financial statement to suit your business needs.

3:53 min

Financial Statements

Create a budget from within financial statements

Learn how to quickly create a profit and loss budget from your financial statements using one click budgeting and start working in a ready-to-use workbook.

1:04 min