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How to display forecast predictions on a report
How to display forecast predictions on a report

Add forecast predictions to your reports

Updated over a month ago

Once you have created predictions in a forecast, you can reference them in a report.

πŸ“Ž NOTE: You can reference any type of predictions, whatever method was used to create them.


Step 1 - Create a prediction

In this example, we published a forecast named "Example 3 year cash flow", and we created two predictions against the Corporate Sales account.

πŸ“Ž NOTE: Make sure to publish a forecast to be able to select it in a report later.


Step 2 - Add a prediction to a report

To display predictions in a report, follow the steps below.

  1. Under Dataset, select your forecast.

    In our example, we selected the forecast - Example 3 year cash flow.

  2. Under Choose data, select the account in question.

    In our example, we selected - Corporate Sales.
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    The selected data appears listed under Choose Data.

  3. Click the arrow next to the data item to expand the options.

  4. Click the Data includes dropdown and select - Predictions.
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  5. This will then show the two predictions on the report widget:
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