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Periods are time and date ranges for the data displayed in the Phocas grid, and are often set to that displays in the grid. They are often set to months or years. In Phocas

In Phocas, a 'period' is often actually two date ranges: current current period and a comparative previous period. You can select a defined period or add your own, or apply a custom period to current analysis.

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titleFixed and dynamic dates

Custom period dates are fixed, i.e., you can set a date as 'January 2016', for example, but you can't define, say, 'last month''.

If you want a dynamic date range you can use offset dates, which are available when you add your own defined period. This option allows you to set a date (or date range) based on today's date, so that the data updates.

The Period button displays the selected period for the database. If you have not selected a period, the default period for that database is displayed (in the image below, it's 'Rolling 12 months').

previous period and you can see columns for these periods in Period mode. You can change the period that applies to these columns, to view the information over different timeframes. For example, you might want to view numbers for the rolling 12 months, then change the period to view the numbers for the year to date.

When you first open a database or reset the data during your analysis, the default period is selected and applied for you. You can use the Period menu to change the period that applies to the grid. The Period menu contains a list of defined periods you can select from, along with the option to add a custom period or user defined period. The table below differentiates the three options.

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Change the period (in a financial statement)
Change the period (in a financial statement)
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