Choose the symptom you can observe
Open the matching case. Check the existing state before changing a record or repeating an action.
A year or period is absent from the trend view.
Check first
- Confirm the selected years, franchise scope, office, service, and class filters.
- Check whether the missing period has a submitted report or only a draft or estimate.
- Compare the period's status in the reporting worklist with the trend source records.
Next action
Correct the comparison scope or complete the missing source period before interpreting the trend. If the period is intentionally absent, label the gap and keep it out of a continuous comparison.
Confirm the result
The trend view names every included period and identifies any omitted period with its reason and source status.
The current partial period makes the trend look unusually high or low.
Check first
- Check whether the current period has ended and whether all expected reports are present.
- Compare completed periods with completed periods rather than mixing a partial period into the baseline.
- Record the selected date range and completeness state alongside the chart or table.
Next action
Separate the partial period from completed-year comparisons and label it as incomplete. Use it for a current snapshot only until the reporting period closes.
Confirm the result
The comparison clearly distinguishes completed history from the incomplete period and the conclusion does not treat them as equivalent.
A filter combination returns no trend data.
Check first
- Remove one filter at a time to identify whether the franchise, office, service, or class scope is too narrow.
- Check that the selected scope uses the same labels as the retained source reports.
- Confirm that the selected years contain records for the chosen scope.
Next action
Use the narrowest scope that still answers the question, or record that the source does not contain a comparable series. Do not broaden the scope silently and present the result as the original comparison.
Confirm the result
The saved comparison states the final filters and shows either a populated series or an explicit no-data explanation.
One period jumps sharply without an obvious explanation.
Check first
- Open the source reports behind the period and compare their scope, units, and submission status.
- Check for a change in service, class, franchise ownership, or reporting definition.
- Look for a correction, duplicate, missing row, or late submission near the period boundary.
Next action
Treat the point as an investigation question, not a conclusion. Record the source difference or open follow-up and leave the retained history unchanged until the cause is confirmed.
Confirm the result
The trend brief includes the outlier period, the source references checked, and a dated explanation or open owner for the remaining question.
Prepare a useful escalation
- Include the exact years, franchise or location scope, service or class filters, and completeness state.
- Attach the source periods behind an unexpected point rather than only a screenshot of the chart.
- Ask the reporting owner to approve any definition change before comparing the new series with prior history.
Reference the relevant record instead of copying credentials or unrelated personal information into the handoff.