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How to display forecast predictions on a report

Add forecast predictions to your reports

Written by Futrli Support

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

📎 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.

📎 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.


    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.


  5. This will then show the two predictions on the report widget:

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