Analytics 
Budgets & Forecasts 
Rebates 
CRM Change periods (date ranges)
2:22 min
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.
Supporting documentation
Phocas product 
Financial Statements
Financial Statements Category
Help & support Related video tutorials
Financial Statements Set a custom period in Financial Statements
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.
1:44 min
Platform 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.
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Platform Set defined periods for a database
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.
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Platform Add a defined period using Special Offsets (days)
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