The Forecast Report displays the current Daily Forecast for each day in the selected date range along with Weekly and Period subtotals.


By including Current Year and/or Prior Year Actuals, this report can be used as an Actual vs Forecast report. This report can also be exported as a starting point for a Forecast Upload.  


Navigation


To navigate to the Forecast Report, click 'My Reports' under 'Reports' in the left pane, then select 'Financial' in the top header of the reporting window. Once opened, a listing of reports will be shown. 


Find 'Forecast Report' and select 'Customize' next to the report; this will open up a listing of all Report Parameters that can be used to define the report.


Report Parameters 




1) Filter By - A listing of all the Location categories

2) Filter - A listing of all Locations associated with the selected Location category

3) Start - The first date of the reported date range

4) End - The last date of the reported date range

5) Current Year Actual - This option will show or hide the 'Current Year Actual' and 'Forecast vs Actual Variance' columns in the report

6) Prior Year Actual - This option will show or hide the 'Actual Prior Year' column in the report

7) Two Years Prior Actual - This option will show or hide the 'Actual 2 Years Ago' column in the report 

8) Exclude Dates Without Saved Forecasts - This option will show or hide days without a saved Forecast 

9) Group By - Choose to group Forecasts and subtotals by Location or date

10) Subtotals - This option will show or hide the subtotal rows in the report

11) Run Button - Runs the report. Users can also send, export, or print the report directly from this button by clicking the down arrow portion and selecting the desired action. Learn more about this functionality here.


Click here to learn more about Report Views and their added functionality.


Report Columns


Header




1) Location # and Location Name - Location Number and Name of the Location in R365

  • Note: If grouped by date, these columns will be replaced with a 'Date' column

2) Forecast - Total dollar amount Forecasted for the Location or date

3) Actual - Actual Sales for the Location or date

  • Note: If the report is run for future dates, this column will always show 0.00

4) Forecast vs Actual Variance - The difference between the 'Forecast Amount' (#2) and the 'Actual' (#3)

5) Actual Prior Year - The Actual Sales for the same day last year

6) Actual 2 Years Ago - The Actual Sales for the same day two years ago



Group Detail



7) Group Information - Location Name or date being grouped

8) Location # - Location Number

9) Location Name - Name of the Location in R365

10) Date - Date of the Forecast 

11) Forecast Amount - Dollar amount Forecasted for the date 

12) Actual - Actual Sales for the date

  • Note: If the report is run for future dates, this column will always show 0.00

13) Forecast vs Actual Variance - The difference between the 'Forecast Amount' (#11) and the 'Actual' (#12)

14) Actual Prior Year - Actual Sales for the same day last year

15) Actual 2 Years Ago - Actual Sales for the same day two years ago

16) Week Subtotals - Totals for the Week

17) Period Subtotals - Totals for the Period


Email, Export, or Print the Report



This report can be emailed, exported, or printed in custom formatting directly from the reporting window. Learn how to send, export, or print this report here.