Financial Statements 
Budgets & Forecasts 
Rebates 
CRM Create a working days calendar
Learn how to create a working days calendar to exclude non-working days, such as weekends and public holidays, for more accurate average daily values for your users.
Supporting documentation
Platform 
Related video tutorials
Analytics Create your own defined period (days)
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.
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.
Platform Manage favorites, dashboards, and subscriptions
Learn how to manage and share favorites and dashboards with users, and discover how to subscribe them to email notifications to keep them updated on important changes in key data.