Financial Statements 
Budgets & Forecasts 
Rebates 
CRM Select and change periods
2:23 min
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.
Supporting documentation
Related video tutorials
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
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
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