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Period mode is the default mode in Phocas. It displays data for selected dates, either as a summary or, if you choose, in greater detail.

What you see in period mode

If you haven't selected a dimension (i.e., you are still in summary view), the grid will display the relevant time unit for the selected period as the first column (e.g., if the period is 'Year to date', month will be the first column). Other columns are: current period, current cumulative, previous period, previous cumulative, variance and percentage variance. 

Once you select a dimension, period mode changes to display active properties for the chosen dimension, a column for each relevant time unit for the selected period and a total column. 

Note about periods 

Every database in Phocas has a default period, which determines what date range displayed when you first select a database. You can change to a different date range using the Periods button.

Using period mode to show daily sales for a particular month

Related topics

Example: Here we want to view daily sales of each branch in August.

  1. Select 'Branch' dimension.
  2. Select Modes > Period.
  3. Then select Custom > Days, enter 'Start 1st Aug' and 'End 31st August' and Apply.
    The columns in your grid will update accordingly, as in the screen shot below, to show daily sales of each branch. If more than one measure is selected, more columns will appear. 

     



 


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