Available in Sage 50 Premium Accounting and higher.
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:
- (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
View detailed information about a specific part of this report
Open this report in Microsoft Excel
Export this report to another format