Trends Tab
There are four main parameters available: Trend View and Trend List.
- Trend View: A dropdown option that lets users choose how to display trends, either by Office or by Year.
- Trend List: A multi-select dropdown that allows users to choose which trends to view. Multiple trend metrics can be selected at once. Following are the available values in trend list:
- Accrual Balance
- Active Assignments
- Active Direct Hire Jobs
- Active Employees
- Active Injuries
- Active Internal Users
- Active Job Candidates
- Active Jobs
- Active Open Positions
- Active Revenue Opportunities
- Active Revenue Opportunity Estimate
- Active Unemployment
- AI Recommendation Count
- Application to Assignment Days
- Application to Employee Days
- Application To New Hire Days
- Approved Timesheets
- Assigned Job Candidates
- Assignment Turnover
- Average Assignment Duration
- Average Bill Rate
- Average Payrate
- Canceled Jobs
- Charge
- Closed Jobs
- Completed Tasks
- Customers with Active Assignments
- Database Size MB
- Days to Win Opportunity
- Direct Hire Placements
- Discount
- Do Not Assign Employees
- DSO
- Email Draft
- Email Outbound
- Employees With Active Assignments
- Employee To Assignment Days
- End Assignments
- End Assignment Schedules
- End Assignment Schedules With No Timesheet
- End Assignments With No Timesheet
- Fill Rate
- First Assignments
- Four Week Redeploy
- GP Adjustment Bill
- Gross Profit
- Gross Profit Percent
- Gross Profit Per Hour
- Gross Profit Per user
- Idle Employees
- Import Timesheets
- Inactive Employees
- Inactive Job Candidates
- Invoice Corrections
- Invoiced Clients
- Invoice Payments
- Job Description Draft
- Loss Revenue
- Lost Revenue Opportunity Estimate
- Manual Timesheets
- Missed Opportunities
- Missing Timesheets
- Mobile Employee Users
- Mobile Internal Users
- Mobile Timesheets
- New Applicants
- New Appointments
- New Assessment
- New Assignments
- New Assignment Schedules
- New Assignments Overfill
- New Assignments Regular
- New Assignments Replace
- New Background check
- New Background Checks
- New Bill Hours
- New Comments
- New Customers
- New Direct Hire Jobs
- New Documents
- New Employees
- New Engagement
- New Everify
- New Health Care
- NewHire Paperwork Count
- NewHire Paperwork Duration
- New Hires
- New Injuries
- New Internal Users
- New Interviews
- New Invoice Clients
- New Job Candidates
- New Job Portal
- New Jobs
- New Leads
- New Open Positions
- New Pay Card
- New Pay Card Enrollments
- New Pay Employees
- New Referrals
- New Resumes
- New Revenue
- New Revenue Opportunities
- New Revenue Opportunity Estimate
- New Scheduled Jobs
- New Scheduled Jobs Open Positions
- New Targets
- New Tasks
- New Tax Filing
- New Time Entry
- New Unemployments
- New WOTC
- NLP Search
- Number Of Applicant From External Job Portal
- Number Of Applicants Applied Internally
- On Time Delivery
- Organization Payments
- OT Bill Hours
- OT Pay Hours
- Outstanding Balance
- Paid Employees
- Pay Corrections
- Person Profile
- Portal Timesheets
- Previous Week Redeploy
- Rehire Employees
- ReOnboard Employees
- Resume Generator
- Revenue Opportunities Lost
- Revenue Opportunities Won
- RT Bill Hours
- RT Pay Hours
- Sales
- Same Week Redeploy
- Self Assignment
- SMS Inbound
- SMS Outbound
- Statement Letter Email
- Support Bot
- Symmetry Location Count
- Third Party Timesheets
- Time To Fill
- Total Applicants
- Total Bill
- Total Bill Hours
- Total Customers
- Total Employees
- Total Leads
- Total New Customers
- Total New Hires
- Total Pay
- Total Pay Hours
- Total Targets
- Total Timesheets
- Turnover Rate
- Two Week Redeploy
- Web Contact Users
- Web Employee Users
- Web Internal Users
- Won Revenue Opportunity Estimate
- Date picker (From and to): Allows users to define a specific date range for generating and viewing data accordingly.
- Entities Field: Enables users to select one or more offices for which they want to view insights.
All trend charts display data based on the selected offices and date range.
Note: By default, the most recent available AP date with corresponding data will be selected, while future AP dates will remain disabled.
Trend Graph Details
- Year View:
When the Trend View is set to Year, the graph displays data for the past three years for the selected offices. - Branch View:
When the Trend View is set to Branch and no dates are provided, the start date defaults to January 1st of the current year (e.g., Jan 1, 2025), and the end date is set to the latest accounting period date.
If a date range is selected, the graph displays data for offices within that specified range. - Graph Layout and Interaction:
Each trend graph includes X and Y axes like a standard graph: - The X-axis represents week numbers.
- The Y-axis represents the selected trend metric.
The background of the graph is color-coded by month to enhance visual clarity.
- In Year View, each line’s endpoint displays the corresponding year.
- In Office View, it displays the office name.
When the user hovers over a line, a tooltip shows the week number, accounting period date, and the trend value.
The user must select a trend from the list, choose the view they want to display it in, and—if the Branch View is selected—specify a date range. They may also select specific offices (optional). If no offices are selected, the system automatically retrieves the list of offices the logged-in user has access to. After making these selections, the user clicks Run to generate the trend graph for the chosen trend and view.