Company Trend Report (BOLD Analyze)

October 02, 2026 17:35

This report helps to compare specific numbers in different time period- weeks, months, quarters and year.

Note: This report is part of the INSIGHTS product, please contact your Account Manager to learn more

Click here to go to the Operational Category (list of Analyze Reports)

Click on the links below for more information:

Activate Users for BOLD Analyze Reports
Terms and Filters (BOLD Analyze)
List of BOLD Analyze Reports
List of INSIGHTS Dashboards
List of Standard Reports

If you don't have access to INSIGHTS/Analyze, please reach out to your Account Manager.

CHAPTERS

Legend
Filter Panel
Locating the Analyze Report
Logic
Filter Options
Field Details

Legend

Filter Panel

Locating the Analyze Report

Click on Analyze Tab
The Reports Sub Tab will automatically be selected
In the Search Reports field, type COMPANY TREND
Click on the Company Trend Report

Logic

This report helps to compare specific numbers in different time period- weeks, months, quarters and year.

Click here to go to the Operational Category (list of Analyze Reports)

Filter Options

Filter Name	Options	Description
Division	All available Employer List	Use this filter to refine Employer of the Transaction
Region	All available Region List	Use this filter to refine Region of the Transaction
Office	All available Office List	Use this filter to refine Office of the Transaction
Roll Up To Parent Company	Yes/No	If yes, use this filter to roll data up to Root or Company level; otherwise, display data on department level
Compare By	Week, Month, Quarter, Year	Use this filter to compare specific numbers in different time period- weeks, months, quarters and year
Column To Compare	Agency Cost, Bill Amount, Bill Total Hours, Burden, Discount Amount, Employe Taxes, Gross Profit, Gross Wages, Payment Cost, Pay Total Hours, Total Adjustment Cost, Total Bill, Total Pay, Worker Comp Cost, Worker Comp Wage	Use this filter to refine the columns which are to be compared with.
Include In Comparison	Job Type Transaction Office	Use this filter to refine on what basis the values must be compared
Date Type	Accounting Period Date Week Worked	Use this filter to refine report by Date Types selected
Date From		Use this filter to refine Accounting Period Date or Week Worked Date of the Transactions between the date range
Date To		Use this filter to refine Accounting Period Date or Week Worked Date of the Transactions between the date range
Date Range	Options in the dropdown: None, Yesterday, Today, Tomorrow, Last Week, This Week, Next Month,etc.	When 'Date Range' is selected, 'Date From' and 'Date To' will be automatically disabled. The user will need to select either 'Date Range' or enter 'Date From' and 'Date To'.

Field Details

Field Name	Description	Notes
Transaction Employer	Transaction's Employer
Transaction Office	Transaction's Office	Only visible when Include In Comparison = Transaction Office
Company Office	Company's Office
Company ID	Company's ID from Front Office/Bold
BO company ID	Company's ID from Back Office/Classic
Company	Company's Name
Company Department	Company's Department
Company Representative	Company's Representative
Job Type	Job's Type	Only visible when Include In Comparison = Job Type
Total	Total of all the dynamic columns displayed as per the parameter Column To Compare.
Dynamic Columns		The columns are displayed dynamically as per the parameter Compare By. If Year is selected in Compare By then the columns will only include Year that come under the date range. If Quarter is selected in Compare By then the columns will only include 4 quarters that come under the date range. If Month is selected in Compare By then the columns will only include Months that come under the date range. If Week is selected in Compare By then the columns will only include Weeks that come under the date range.