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Add a defined period to the period

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.
Add a defined period to the period
In this session, learn how to:
  • Explore exclusive administrator functions to enhance default defined periods in Phocas
  • Easily assign common predefined periods or create custom dynamic date ranges
  • Utilize offsets for dynamic date changes, ensuring up-to-date and relevant data representation
  • Empower users with enhanced accessibility to valuable insights through personalized and dynamic defined periods
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