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The quickest way to change the dates you are viewing in Phocas is to choose from a list of defined periods, set by administrators. Defined periods will contain both a current period and previous period and are usually dynamic, meaning they adjust according to today's date. This is achieved by using offset dates.
How to select a defined period
- Choose the Time periodsPeriods button.
- Select a defined period from the list (e.g., Calendar YTD).
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.
- Choose a database, and select the 'Sales rep' dimension.
- Select Periods > Last month and Apply.
The data in the grid updates to display information for sales reps last month. The Periods button changes to 'Last month'.
Seeing 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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Select a default period for a database, Time periods Periods, Setting Set periods to display in reverse order, Offset dates, Save a favorite |