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.
- Open the Reports app.
- 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. |
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
Field | Description |
|---|---|
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. |
Email, Export, or Print the Report
This report can be emailed, exported, or printed in custom formatting directly from the reporting window. Learn more about how to send, export, or print this report.
