Versions Compared

Version Old Version 3 New Version 4
Changes made by

Helen Gosper

Helen Gosper

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

The quickest way to change the dates you are viewing in Phocas is to choose from a list of already defined periods. Defined periods contain a current period and previous period and are usually dynamic, meaning they adjust according to today's date.  

Info
titleRelated articles

To select a defined period

 

  1. Choose the Period button. 
  2. Select a defined period from the list (in the image below, Financial Q1
is
  1.  is being selected). 
    Image Modified

 

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

 and when the grid updates

select

select Period > Custom. The dialog that opens will show the dates that were set for this defined period.

Info
titleRelated articles