Home Academy Video tutorials

Changing periods

2:22 min
Changing periods
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
Phocas Software help and support
Help & support

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

Get support

Related video tutorials

Set a custom period in Financial Statements
Financial Statements 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
Add a defined period using Dynamic Month option
Platform 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
Set defined periods for a database
Platform 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.

2:39 min
Add a defined period using Special Offsets (days)
Platform Platform

Add a defined period using Special Offsets (days)

In this video for administrators Tina shows how to add a defined period using a special offset that matches a day with a corresponding day in a previous month.

4:10 min