Creating and Managing Reports

Forecasts 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 you can generate new reports, to learn about each individual report type and their functionality, please visit Getting Started with Forecast Reporting.

Creating a New Report

In order 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  in the top header of your account. This is usually reflected as your company name.
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. 
   • 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.
   • 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 customisable components such as Project, Business, People, Portfolio reports.

To edit a report

1. Click on your Company Portfolio  in the top header of your account. This is usually reflected as your company name.
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  in the top header of your account. This is usually reflected as your company name.
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 a report

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

To share a report

1. Click on your Company Portfolio  in the top header of your account. This is usually reflected as your company name.
2. Select the Reports tab, where you will be able to see all out of the box reports. 
3. Click on the Report in question.
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.