Periods are time and date ranges for the data that displays in the grid. They are often set to months or years.
In Phocas, a 'period' is often actually two date ranges: a current period and a comparative previous period and you can see columns for these periods in Period mode. You can change the period that applies to these columns, to view the information over different timeframes. For example, you might want to view numbers for the rolling 12 months, then change the period to view the numbers for the year to date.
When you first open a database or reset the data during your analysis, the default period is selected and applied for you. You can use the Period menu to change the period that applies to the grid. The Period menu contains a list of defined periods you can select from, along with the option to add a custom period or user defined period. The table below differentiates the three options. Click the links on the right for more detailed information.
