1. Where it is ?
You can access the Trend Analysis tool from the Operations app under the Reporting tab in the sidebar menu.
2. Main Screen
On the main screen, you will find the inputs necessary to generate your trend analysis:- Trend Type : Select the type of trend you want to analyze (Readings, Consumables, Findings, Work Order Status, Completed Work Orders).
- Date Range : Choose the range between two specific dates.
- Billing Account : Specify the data for a specific customer.
- Service Location : Specify the data for a specific location.
3. Trend Type
From the Trend Type, you can select the trend for weather readings (Reading Categories), Work Order Findings (Finding Category), Work Order Consumables (Products), Planned Work Order Status, or Completed Work Orders. For Readings, Findings, and Consumables, you can choose either all or specific items.
4. Loading Data
Once you’ve selected your inputs, simply click the ‘Load Data’ button to generate the report based on your selections.
The Generated Reports
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For each Trend Type, you will receive both a trend analysis chart and a data list.
5. Trend Chart
6. Data Lists
7. Click on Jul 1, 2025
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