Modify a Forecast Report
Select the Forecast report you want to modify:
Forecast Summary
- In the Home window,
open the Report Centre. Select Forecast and Analysis,
and then Forecast Summary.
- (Optional) Select
the Template
you want to use for the report.
- Select a Start and Finish month
and year from the lists.
- Select the method
you want to Base forecast on:
- Current month
- Previous month
- Previous 2 months
- Previous 3 months
- Previous 6 months
- Previous year
- same month
- Enter the As of date.
- (Optional) Select
Show Departments and then click Select Departments.
- (Optional) Customize
the:
- Columns
that appear in the report
- Printer
settings for the report
- Fonts
in the report
- (Optional) Save the report as a template in My
Reports.
- Click OK.
- (Optional) Check
the Projected Trend % values and make any
changes.
- Click OK
to display the report.
Forecast Detail
- In the Home window,
open the Report Centre. Select Forecast and Analysis,
and then Forecast Detail.
- (Optional) Select
the Template
you want to use for the report.
- Select a Start and Finish month
and year from the lists.
- Select the method
you want to Base forecast on:
- Current month
- Previous month
- Previous 2 months
- Previous 3 months
- Previous 6 months
- Previous year
- same month
- Enter the As of date.
- (Optional) Select
Show Departments and then click Select Departments.
- (Optional) Customize
the:
- (Optional) Save the report as a template in My
Reports.
- Click OK.
- (Optional) Check
the Projected Trend % values and make any
changes.
- Click OK
to display the report.
What do you want to do?
Change the presentation of this report in the report viewer
Print this report
View detailed information
about a specific part of this report
Open this report
in Microsoft Excel
Export this report
to another format
Change
your default printer settings for reports
Refresh this report