Creating and Managing Reports

Forecast provides multiple out-of-the-box reports that can assist you with staying on top of your company's activity in your Forecast accounts, however, it is possible to create custom reports based on your requirements. This article explains how to generate new reports, to learn about each report type and its functionality, please visit Getting Started with Forecast Reporting.

This article includes:

• Creating a new report
• Editing a report
• Sharing and exporting a report

Creating a new report

To create a report you will need to have an Admin, Controller, Manager, or Coordinator permission profile, or your custom permission level must have access to reports,

To create a new report

1. Click on your Company Portfolio (company name tab) in the top header of your account. 
2. Select the Reports tab, where you will be able to see all out-of-the-box reports. 
3. Click on the New Report button. 
4. A pop-up is now open, where you can choose the preferred report type. 
   • Standard Reports: Project Portfolio, Utilization, Time Registered, Task Reports - If you are selecting any of these reports, a report will be automatically created for you without having to select any information.
   • Component Reports (for legacy customers only): Project, Business, People, Portfolio reports - By selecting any of these legacy reports, you will be asked to select which components you want to report on, edit those components and save them. The components differ depending on which legacy report is selected.
5. Once the report is generated, select the preferred Filters to limit the type of data you are viewing. 

Editing a report

The ability to edit reports exists for custom reports and legacy reports that have customizable components such as Project, Business, People, and Portfolio reports.

To edit a report

1. Click on your Company Portfolio (company name tab) in the top header of your account.
2. Select the Reports tab, where you will be able to see all out-of-the-box reports. 
3. Open the existing Report of your choice.
4. Click on the three-dots icon on the top right of the page.
5. Click on Edit from the dropdown.

Deleting a report

Custom reports can be deleted at any time, while some of the built-in reports cannot be deleted from your account.

To delete a report

1. Click on your Company Portfolio (company name tab) in the top header of your account.
2. Select the Reports tab, where you will be able to see all out-of-the-box reports. 
3. Open the existing Report of your choice.
4. Click on the three-dots icon on the top right of the page.
5. Click on Delete from the dropdown.

Sharing and exporting a report

Forecast allows users to share certain reports and export almost all of them as a CSV.

Sharing a report

You can share a password-protected report via email to other users and clients from your Forecast reports. These shared reports are view-only and cannot be edited through this link. 

To share a report

1. Click on your Company Portfolio (company name) in the top header of your account.
2. Select the Reports tab, where you will be able to see all out-of-the-box reports. 
3. Click on the Report that should be shared.
4. Select the Share icon on the top right of the report.
5. In the pop-up, click the Share button.
6. Once the pop-up updates, you'll be provided with a link and password that you can copy or send directly to others via email.

Exporting a report as CSV

Users are also able to export most of the reports from Forecast as a CSV, allowing them to make any edits they wish to the report or use the file in whichever way they see fit. 

To export a report as CSV

1. Click on your Company Portfolio (company name tab) in the top header of your account.
2. Select the Reports tab, where you will be able to see all out-of-the-box reports. 
3. Click on the Report that needs to be exported.
4. Click on the download button which is located next to the eye icon.

After a moment, depending on the amount of data, the report will be exported to a CSV file which will be downloaded to the user's device.