Run a report showing actual figures up to a chosen month, with forecasts filling in the remaining months of your financial year.
PRO: Forecasting is available in our PRO and MAX packages.
1. Run your selected report
2. Select the report period you'd like to view
3. Click Budgets to display forecast options.
4. Choose the month you would like actuals to run up to.
5. Choose which forecasts to include.
All enabled forecasts uses every enabled forecast assigned to the companies or groups you have selected, as long as the forecast covers your report dates. Joiin lists the forecasts it will use.
Select specific forecasts lets you choose the forecasts yourself.
NOTE: All enabled forecasts follow your report selection. On 'Report by Company' it uses forecasts assigned to the companies you have selected, not forecasts assigned to a group those companies belong to, so a group forecast will not appear. To report on a group forecast, switch to Report by Group. Report by Group uses forecasts assigned to the groups you selected, not forecasts assigned to the member companies. If nothing matches, Joiin tells you there are no enabled forecasts for your selection and dates.
For the full rules on reporting Budget and Forecast against Actual, see the Budgets article.