Budgets & Forecasts 
Rebates 
CRM What did I sell yesterday? (using transaction mode)
1:41 min
A common question is 'What did I sell yesterday?' or 'What did my reps sell yesterday?'. Learn how to drill down to transactions on a particular date, for a particular person, region or product.
Supporting documentation
Phocas product
Analytics 
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
Financial Statements 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.
2:22 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