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Display actual or historical data on a report
Display actual or historical data on a report

How to view actual and historical data in a report.

Updated over 2 weeks ago

When you build your own widget, you have three options for the type of data you can show in a report:

  • Actual data - This is your actual known data up to today's date

  • Prior year actuals - The results from the same time last year

  • Forecast data - The figures created from a published forecast

When reporting on a mix of actual and forecasted data, your options will depend on the type of forecast you select.

1 year P&L only

This will only display forecasted data for the period selected.

3 year cash flow

With this forecast, you can control when the actual data shows until, then when the forecasted data shows from. You can do this within the forecast itself.

3 year cash flow with due invoices

This forecast option will always display actual data until yesterday, then forecasted data from today.

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