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This page has retired and will soon be deleted. The content now sits on the Change the period page.
See also the Phocas basics > Periods page to learn more about the Period menu and the different types of periods.

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

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To select a defined period 

  • Choose the Period button. 

    • In Summary view or when you have selected a dimension (as applicable), click the Period menu, then select a defined period from the list

    (in the image below, Financial Q1 is being selected)

    . 

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    Check what dates are in a period 

    To

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    When the grid updates with the new defined period, you can check what dates

    a particular defined

    that period refers to

    , choose a period (e.g., Period > Last month) and when the grid updates select Period > Custom. The screen that opens will show the dates for this defined period. 

    The example below shows the dates for 'YTD' (i.e., January-May).

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    : click Period > Custom. The Custom Period window displays the date range. 

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