--- title: "Forecast Report" slug: "forecast-report" description: "View daily forecast amounts by location with weekly and period subtotals and optional current-year and prior-year actuals." updated: 2025-08-28T04:06:54Z published: 2025-08-28T04:06:54Z canonical: "docs.restaurant365.com/forecast-report" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt > Use this file to discover all available pages before exploring further. # Forecast Report 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. 1. Open the **Reports** app. 2. Navigate to **My Reports**. 3. Enter all or part of the report name in the **search bar**. 4. The **Results** tab will open with the list of search results. 5. 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. ![Overview of report options in Restaurant365 with highlighted run and customize buttons.](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/report.png) --- ## Report Parameters ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-C6ZMIL96.png) | **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](/doc/docs/my-reports-using-my-reports#report-views) and their added functionality. --- ## Report Columns ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-Y66LWAPP.png) ### Header | **Field** | **Description** | | --- | --- | | **Location # and Location Name** | Location number and name of the location in R365. > If grouped by date, these columns will be replaced with a 'Date' column ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/88a621c3-8318-4f53-9407-70ce166f7444.png) | | **Forecast** | Total dollar amount forecasted for the location or date. | | **Actual** | Actual sales for the location or 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** | 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. Learn more about how to [send, export, or print this report](/doc/docs/my-reports-send-export-or-print-reports). ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-U3S8UCR9.png)