Time series

JustPerform Canvas Add-in provides the functionality using which users can view the data in the following forms

• Year to date

• Month to date

• Half-year to date

• Quarter to date

• Balances

The above functionalities can be used for Assets, Liabilities, Income and expenses.

Year to date

The year to date functionality helps the users to retrieve the data from the starting of the year till the current period of the year. For example, if the user is currently in July month and wants to know the revenue they generated till July so the user can select year to date to get the total revenue they generated from January till July.

Month to date

The month to date functionality helps the users to retrieve the data from the starting of the month till the current date of the month. For example, if the user is currently on the 20th day of the month and wants to know how much expense they occured till today for the month so the user can select the month to date functionality to retrieve the data till the current date of the month.

Half-year to date

The half-year to date functionality divides the year into two periods each of 6 months. The first half is from January till June and the second half is from July till December. The users can retrieve the data from the starting of the half they belong to till the month they currently are in. For example, the user is currently in March so Half-year to date will retrieve the data from Jan till March. If the user is currently in September so Half-year to date will retrieve the data from July till September.

Quater to date

The quarter to date functionality divides the year into four periods each of 3 months. The first quarter is January till March, the second quarter is April till June, the third quarter is July till September, the fourth quarter is October till December. The users can retrieve the data from the starting of the quarter they belong to till the month they are currently in. For example, the user is currently in August so Quarter to date will retrieve the data from July till August.

Balances

Balances help the user to retrieve the data in the way they are currently saved on the system level. The data retrieved will be the same as the user has saved the only difference is in the sign. The Income and Liabilities are stored as negative numbers whereas the Expense and Assets are stored as positive numbers.