Available in Sage 50 Premium Accounting and higher.

Modify a Forecast Report

Related topics

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

Select the Forecast report you want to modify:

ClosedForecast Summary
  1. In the Home window, open the Report Centre. Select Forecast and Analysis, and then Forecast Summary.
  2. (Optional) Select the Template you want to use for the report.
  3. Select a Start and Finish month and year from the lists.
  4. 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
  5. Enter the As of date.
  6. (Optional) Select Show Departments and then click Select Departments.
  7. (Optional) Customize the:
    1. Columns that appear in the report
    2. Printer settings for the report
    3. Fonts in the report
  8. (Optional) Save the report as a template in My Reports.
  9. Click OK.
  10. (Optional) Check the Projected Trend % values and make any changes.
  11. Click OK to display the report.
ClosedForecast Detail
  1. In the Home window, open the Report Centre. Select Forecast and Analysis, and then Forecast Detail.
  2. (Optional) Select the Template you want to use for the report.
  3. Select a Start and Finish month and year from the lists.
  4. 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
  5. Enter the As of date.
  6. (Optional) Select Show Departments and then click Select Departments.
  7. (Optional) Customize the:
  8. (Optional) Save the report as a template in My Reports.
  9. Click OK.
  10. (Optional) Check the Projected Trend % values and make any changes.
  11. Click OK to display the report.

Published: June 19, 2017
© 2017 The Sage Group plc or its licensors. All rights reserved. Privacy Policy | Copyright/Trademarks