Financial Statements 
Budgets & Forecasts 
Rebates 
CRM Set defined periods for a database
2:39 min
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.
Supporting documentation
Phocas product
Platform Category
Related video tutorials
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.
3:04 min
Analytics Create your own defined period (days)
Learn how to use 'special offsets' based on days to create your own 'month to date' period.
3:54 min
Analytics 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.
2:59 min
Analytics 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.
2:23 min