How to use the Forecast Report

The Forecast report is a PDF-ready booklet that contains a summary of your final budget, including management Notes, Profit & Loss, and KPIs. You can run this report either for one selected company or consolidated.

Below is a step-by-step guide on how to use the Forecast Report.

1. How to Start

You will find the Forecast Report in Essentials -> Forecast.

Click on the field behind the Run button, and select the year and company from the dropdown menus. If you want a consolidated report, just leave the company selection blank.

Click on the Run button to retrieve the latest version of your forecast.

2. How to use the contents

The Forecast report includes several pages, including Notes, Profit & Loss, and KPIs. You can navigate between the pages by clicking on them.

3. How to add notes

On the Notes page, you can further explain your forecast by dividing it into headings and paragraphs. If you enter comments, click the Save button to save these for later use.

4. How to print or create a PDF

If you want to present to the board or other stakeholders, you can export the report to PDF or print it. To do this, simply click on the page you want to view and use the Actions button (top right) to export or print the report as needed. If you choose File, select PDF as the format.

For the best view, select the Portrait option. With the option Include all sheets, you can export/print all pages. If you leave this unchecked, only the current sheet will be printed.

If you want to print the report as a concept, select the Print as concept option. This will add a watermark to your printout.

And that's it! You have successfully created and exported/printed your Forecast Report.

Recommended reading:
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