How to run a year-to-date actuals and forecast report : Joiin Help Centre

How to run a year-to-date actuals and forecast report Print

Modified on: Tue, 19 May, 2026 at 10:53 AM

Run a report showing actual figures up to a chosen month, with forecasts filling in the remaining months of your financial year.

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. Optionally choose which forecasts to include on the report.

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