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Documentation Index

Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt

Use this file to discover all available pages before exploring further.

The Trend Analysis page (/fa/analytics/trends) displays revenue and expense trend charts over time for the current organization.

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Overview

The Trend Analysis page fetches trend data via useFinancialTrends (keyed by organizationId) and renders two chart components:
  • RevenueTrendChart: Revenue trends over time.
  • ExpenseTrendChart: Expense trends over time.
Both charts receive the full trends array and an isLoading: false prop. The page shows skeleton placeholders while loading and an error card on failure.

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Who it’s for

Requires permission: fa.analytics.trends.view.

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Before you start

  • Financial transaction data must exist for the current organization.
  • You need fa.analytics.trends.view to access this page.

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Steps

View trend analysis
  1. Navigate to /fa/analytics/trends.
  2. Review the Revenue Trend and Expense Trend charts.

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Key concepts

  • Trend data: Financial time-series data fetched via useFinancialTrends.

Finance & Revenue

Finance & Revenue core overview.

Governance & parity

This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/fa.tsx
  • src/cores/fa/pages/TrendAnalysisPage.tsx
  • src/cores/fa/hooks/useFinancialTrends.ts
  • src/cores/fa/components/analytics/RevenueTrendChart.tsx
  • src/cores/fa/components/analytics/ExpenseTrendChart.tsx