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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 you are viewing in Phocas 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 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

     

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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 dialog that opens will show the dates that were set for this defined period.

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

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