Trend Reports

Article Contents: This article explains how the Trend Report helps users track the trend of a selected report. It covers choosing reports, setting the direction for 12 months forward or backward, and running a Daily Trend Report.

​

By Period: 

To process this report, follow these procedures:

Step 1: Choose the direction, either Forward or Backward. To view the financial information forward 12 months choose Forward, to view the financial for the 12 months prior choose Backward.

Step 2: Choose your First Period, year and heading for the Columns. The user has the option of Period, Starting Date or Ending Date. 

Step 3: Choose the Format and Enable Drill Down Y/N. If Enable Drill Down is checked, you will be able to view Summary & Detail Trial Balances for each line by clicking on the blue totals. You must select HTML report format to enable drill down.

Step 4: Next, you will select your Columns. In the below example, we have selected 2015 Actuals for periods 1-7 and 2015 Budget for periods 8-12. We have entered Header Texts to print as “Actual” and “Budget”:

Here is the report that generates with those selected options:

By Daily:

To process this report, follow these procedures:

Step 1: Select Daily as the type.

Step 2: Choose the Format and Enable Drill Down Y/N. If Enable Drill Down is checked, you will be able to view Summary & Detail Trial Balances for each line by clicking on the blue totals. You must select HTML report format to enable drill down

Step 3: Next, you will select your Columns. In the below example, we have selected Actuals for days 1-15 and Budget for days 16-31. We have entered Header Texts to print as “Actual” and “Budget”:

Step 4:  Last, you will select the reports to run. Checkmark next to each report and click “Run”: 

Here is the report that generates with those selected options:

• Related Articles

• Scheduled Reports

  Article Contents: This article contains information about scheduling reports in the system. Scheduled Reports allow reports to run automatically at a defined frequency such as daily, weekly, monthly, or yearly. Step-By-Step: Step 1: Navigate to ...

• System Reports

  Article Contents: This article explains the System Reports tab under System Setup. These reports provide insights into financial report design, account verification, user roles, permissions, and company user access. Go to System Reports under system ...

• Financial Reports

  Article Content: This article provides an overview of the financial reports section found under system setup Step-By-Step Step 1: Go to System Setup → Report Setup → Financial Reports. This screen displays a list of all financial reports available in ...

• AP Reports

  Article Contents: This article explains the AP Reports tab, where you can access and process all Accounts Payable reports, including invoice details, payment history, vendor activity, and audit information. 1099 Detail Listing: The 1099 Detail ...

• Scheduled Report Templates

  Article Contents: This article contains information about creating templates for scheduled reports. Scheduled Report Templates allow you to define the structure and settings of reports that will be used when scheduling reports. Scheduled Report ...