Trends Page

Learn more about our Trends page and how to customize your trends.

Ciara Minion avatar
Written by Ciara Minion
Updated over a week ago

Trends Page

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

  1. Click “New Trend” on the top right of the page.

  2. You will then be brought to the Trend creation page. Select which accounts you would like to create a trend for.

  3. Give your new Trend a name, and then select “Save”

Note: You can only select 6 trends when combining revenue and expense accounts.

Hiding/Editing Trends

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.

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