What if you could add historical data to a client report without overwhelming them with too much data? This is not possible today without a ton of formatting and charting work in excel and still, some clients will want a more visual representation of their historical data.
This is no longer a worry with Digits Reports. Through our trendline option you can pull in the last 3, 6, or 12 months worth of data quickly and easily to show your client quickly where to pay attention. Was this line item seasonal? Have similar drop offs or increases happened in the past? These are all questions that are quickly answered through trendlines.
In Digits:
1. Open your Digits Report
2. Click on the “Options” panel
3. Select “Show Trendline” along with the Interval (3, 6, or 12 months)
4. Seamlessly show trends over time for clients in a beautiful way