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
The My Reports search bar can be used to search R365's entire catalog of reports.
- Navigate to My Reports.
- Enter all or part of the report name in the search bar.
- The Results tab will open with the list of search results.
- From beneath the report name, click Run to run the report with the selected report view.
-OR-
Click Customize to adjust the report parameters and run the report.
Report Parameters
Field | Description |
|---|---|
Filter By | A listing of all the location categories. |
Filter | A listing of all locations associated with the selected location category. |
Start | The first date of the reported date range. |
End | The last date of the reported date range. |
Current Year Actual | This option will show or hide the 'Current Year Actual' and 'Forecast vs Actual Variance' columns in the report. |
Prior Year Actual | This option will show or hide the 'Actual Prior Year' column in the report. |
Two Years Prior Actual | This option will show or hide the 'Actual 2 Years Ago' column in the report. |
Exclude Dates Without Saved Forecasts | This option will show or hide days without a saved forecast. |
Group By | Choose to group forecasts and subtotals by location or date. |
Subtotals | This option will show or hide the subtotal rows in the report. |
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. |
Click here to learn more about Report Views and their added functionality.
Report Columns
Header
Field | Description |
|---|---|
Location # and Location Name | Location number and name of the location in R365.
|
Forecast | Total dollar amount forecasted for the location or date. |
Actual | Actual sales for the location or date.
|
Forecast vs Actual Variance | The difference between the 'Forecast Amount' and the 'Actual'. |
Actual Prior Year | The actual sales for the same day last year. |
Actual 2 Years Ago | The actual sales for the same day two years ago. |
Group Detail
Field | Description |
|---|---|
Group Information | Location name or date being grouped. |
Location # | Location number. |
Location Name | Name of the location in R365. |
Date | Date of the forecast. |
Forecast Amount | Dollar amount forecasted for the date. |
Actual | Actual sales for the date. If the report is run for future dates, this column will always show 0.00. |
Forecast vs Actual Variance | The difference between the 'Forecast Amount' and the 'Actual'. |
Actual Prior Year | Actual sales for the same day last year. |
Actual 2 Years Ago | Actual sales for the same day two years ago. |
Week Subtotals | Totals for the week. |
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. Click here to learn how to send, export, or print this report.
