Analytics "How Tos"
      Back to home
      1. Help Center
      2. Analytics
      3. Analytics "How Tos"

      Building a Revenue Trend

      Learn how to create a report that trends total revenue over a specified time frame.

      1. Visit Analytics from the left navigation

      2. Navigate to our Standard Reports

      3. Click Custom Report Template

      4. In the top right hand corner - click on the gear icon to "Explore from Here" OR hit CTRL + ALT + E

      5. Optional: To clear "Practice Name" from the report, locate the dimension on the left hand side and click on the dimension

      6. Choose and locate the date dimension to trend by (Posted Date or Transaction Date)

      7. Next to the date dimension click "Filter" to add the date dimension into the filter panel

      8. Choose the desired time frame

      9. Click on the date dimension to add it to the report. Please select the date dimension that you would like to trend by (ie. date, month, quarter, week, etc.)

      10. Locate "Total Revenue" by searching for the measure in the top left hand corner and select it to add it to the report

      11. Click run

      12. The visualization panel will automatically select a graph based on the data but can be changed by selecting the graph icon of your choosing (bar, line, etc.)