Period Types
Senzo supports three period granularities: Monthly, Quarterly, and Annual. The period type you select affects how data is aggregated and displayed across the platform.Monthly
The default view. Each data point represents one calendar month.- Most granular view — best for operational monitoring
- Shows the most recent trends and month-over-month changes
- Used by Pulse Intelligence for its analysis
- Recommended for: Overview, Pulse Intelligence, Alert Rules
Quarterly
Groups months into standard calendar quarters (Q1: Jan–Mar, Q2: Apr–Jun, Q3: Jul–Sep, Q4: Oct–Dec).- Smooths out month-to-month noise
- Better for identifying seasonal patterns
- Recommended for: Metrics Explorer trend analysis, board reporting
Annual
Aggregates all months within a calendar year into a single data point.- Highest level view — best for strategic planning and year-over-year comparison
- Labor costs in Annual view are annualized estimates
- Recommended for: Cost Analytics, Report Builder, Forecast planning
How aggregation works by period type
| Metric type | Monthly | Quarterly | Annual |
|---|---|---|---|
| Headcount, FTE, positions | Last month in period | Last month in period | Last month in period |
| Hours (worked, OT, agency, absence) | Month total | Quarter sum | Year sum |
| Inflow / Outflow | Month count | Quarter sum | Year sum |
| Rates (OT%, vacancy%, absence%) | Recalculated from period totals | Recalculated from quarter totals | Recalculated from year totals |
Where period type is selected
- Overview — Monthly / Annual toggle in the top right
- Metrics Explorer — “View by” selector: Monthly / Quarterly / Annual
- Labor Cost Analytics — Monthly / Annual toggle
- Report Builder — Granularity selector in the config panel
Period type and data upload
Data is uploaded at the monthly level — one row per month per unit/provider type combination. Senzo calculates quarterly and annual views by aggregating the underlying monthly records. You do not need to upload data in quarterly or annual format.If your organization tracks data quarterly rather than monthly, upload one row per quarter per unit/provider type. Senzo will treat each row as a single period and quarterly/annual views will aggregate accordingly.