The Trends page are all the details of your Income Statement. We have 7 pre-built trends, as well as the ability to customize new trends to add to your monthly financial review arsenal.
What is the Trends Page?
The Trends page is a great way to see how your accounts from your CoA are trending for a particular timeframe, and how they stack up against each other and influence other accounts.
Filters/How to Use Page
You can utilize our Trends page by navigating through the 7 pre-built trends we have created for you, or create new trends to monitor particular accounts of interest, and visualize how they interact with one another.
Creating a New Trend
Click “New Trend” on the top right of the page.
You will then be brought to the Trend creation page. Select which accounts you would like to create a trend for.
Give your new Trend a name, and then select “Save”
Note: You can only select 6 trends when combining revenue and expense accounts.
You can toggle trends to not be visible on the Trends page, by clicking the toggle on/off on the top right of each trend. (This will not delete the seven default trends)
Any Trend graph you custom create can be deleted by clicking the trash can.