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The quickest way to change the dates you are viewing in Phocas the grid is to choose select from a list of defined periods, set by administratorsof already defined periods. Defined periods will contain both a current period and period and previous periodand are usually dynamicusually dynamic, meaning they adjust according adjust according to today's date. This is achieved by using offset dates.
How toIn Summary view or when you have selected a dimension (as applicable), click the Period menu, then select a defined period
from the list
(e.g., Calendar YTD).
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 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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When the grid updates with the new defined period, you can check what dates that period refers to: click Period > Custom. The Custom Period window displays the date range.
