The Trending Analysis report tracks invoiced, paid, and recognized revenue trends over time. It is its own page in the Financials workbook.
How to Read the Report
What you can break down: revenue can be compared across a variety of fields, including GL Code, Product Type, Program Name, Session Name, and Day of the Week. This makes it the right report for questions like "how is revenue for this GL code trending month over month?" or "which day of the week do we sell the most?"
Setting the time scale: the report supports flexible time periods, from days up to quarters and years. Set the time grain to match the question you are asking, then set the date range to the window you want to compare. The YoY Comparison table alongside shows the same measure against the prior year.
Tips: if you are looking for a one-period financial summary rather than a trend, the Sales Summary report is usually the better starting point.
Controls and Columns
Column Date Format | Control that sets the date bucket for the columns: years, quarters, months, weeks, or days. |
Field to Compare | Control that sets what each row is grouped by (e.g., GL Code, Product Type, Program Name, Session Name, Day of the Week). |
Metric | Control that sets which revenue measure is shown: invoiced, paid, or recognized (including forecasted) revenue. |
Is Business Day? / Is Weekend? | Controls that limit the trend to business days or weekend days. |
Year to Date? | Toggle that restricts every year to the same year-to-date window, so pacing comparisons use the same portion of each year. |
Field | The value of the Field to Compare control each row is grouped by. |
Date Grain | The date bucket for each column, set by the Column Date Format control. |
Sum of Switch Metric | The value of the selected Metric for the row and date bucket. |
YoY Comparison | The companion table showing the same measure against the same period in the prior year. |