The Projected Forecast reports show actual figures for the date range selected and then the budget figure for the remainder of the 12 month period. The report may be run for Profit and Loss or Cash Flow.
To run the Projected Forecast report from the main menu select Reporting > Projected Forecast.
Criteria
Report type - select either Profit and Loss or Cash Flow.
The report criteria defaults the Actuals From Date as the start of the financial year and the Actuals To Date as today's date but these dates may be changed as required. The Actuals period should be no more than 11 months.
The Report Period can be either Monthly, Quarterly or Annual.
In the Projected To field, use the drop down to select the Budget to be used for the report. This will not show Draft budgets.
If any of the criteria are changed then you need to click on the refresh button to update the report.
Export to PDF
Use this to export the report to pdf which can then be downloaded or printed:
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