Human Essentials

Documentation

Trends Reports

The trends reports (one each for Distributions, Donations, and Purchases) give you a picture of the activity on any Item over the last 12 months.

The examples below will use the Distributions - Trends report, but everything is basically the same for Donations- Trends and Purchases - Trends.

Please note that the levels for these reports may be up to 24 hours old – we generate the overnight because it would be a very slow report otherwise.

To bring up the Distributions - Trends Report, click on “Reports”, then “Distributions - Trends”

This will bring up a blank “Monthly” Distributions report, like so:

Blank trends report

To see the activity on a particular Item, click on that Item. You can click on as many as you want – if, for instance, you want compare the Distributions of multiple sizes, you can do that – but in general, fewer will be better.

(Our test data only has very recent data in it, so you’ll see more bars, unless of course, you are a brand new bank!)

trends report with 2 items

You can also hover over any month to see the numerical levels for the chosen Items for that month.

trends report with breakout

To clear the Items - either click on them again, or click “Deselect All”

You can click “Select All” to see all the Items. That will produce a very busy visual, indeed.

Prior - Itemized reports Next - Annual Survey