Forecasts can be created or uploaded to Joiin via the forecasts page. Once added, the forecasts can be applied using the budgets toggle on reports.


For more info on creating a forecast, please see this guide


Running your Forecast


Now you are ready to run your report:


1. Start by selecting the Budgets toggle shown in the top left corner of your report



2. If you have used the Forecast feature, select Forecast in the Data Source setting



3. Select either Forecast Only or Actual & Forecast using the tick boxes provided


4. If you would like to use a specific forecast, use the Select Specific Forecasts button at the bottom of the pop-up window



5. Click Apply Changes


Once the forecast is applied to the report with the above settings, it will appear as shown below.