Period mode is the default mode in Phocas. It provides a high-level overview of data in summary view or a month-by-month/day-by-day view of selected data for the current period in analysis view.
How the grid appears in this mode
Analysis view: Displays a column for all active properties in the current dimension plus a column for each the time unit appropriate to the selected period, and a total column.
Choose a summary view of your data: The first column contains the appropriate unit of time for the selected period (for exampledisplays data for selected dates, either as a summary or, if you choose, in greater detail.
What you see in period mode
If you haven't selected a dimension (i.e., you are still in summary view), the grid will display the relevant time unit for the selected period as the first column (e.g., if the period is 'Year to date', then month will be displayedthe first column). The other columns areOther columns are: current period, current cumulative, previous period, previous cumulative, variance and percentage variance.
Once you select a dimension, period mode changes to display active properties for the chosen dimension, a column for each relevant time unit for the selected period and a total column.
Note about periods
Every database in Phocas has a default period, which determines what date range displayed when you first select a database. You can change to a different date range using the Periods button.
Using period mode to show daily sales
in for a particular month