The quickest way to change the dates you are viewing in Phocas is to choose from a list of defined periods, set by administratorsof already defined periods. Defined periods will contain both a current period and previous period and are usually dynamic, meaning they adjust according according to today's date. This is achieved by using offset dates.
How toTo select a defined period
- Choose the PeriodsPeriod button.
- Select a defined period from the list (e.g., Calendar YTDin the image below, Financial Q1 is being selected).
The data in your grid will update accordingly and the Periods button will display your selection.
Example: Viewing data from a defined period.
In this example we want to see sales rep data for last month. We'll assume 'Last month' is already a defined period.
The data in the grid updates to display information for sales reps last month. The Periods button changes to 'Last month'.
Seeing
Check what dates are in a period
To check what dates a particular defined period refers to, choose a period (e.g., Period > Last month) and when the grid updates select Period > Custom. The dialog that opens will show the dates that were set for this defined period.
Setting your own period
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