Export forecast summary
To export forecast summary, follow these steps:
- Click Export, the following window appears:
If options are saved, a menu appears enabling you to select the export option you want as shown below:
Select the option you want, the Format window is skipped. You can delete any of the saved options by hovering the mouse over it then clicking the Delete icon.
- Select “Forecast Summary”, if no option is selected, then click Next, the following window appears:
- Click Next, the Options window appears:
If the selected customer is “Full Range”, the window appears as shown below to enable you to select the customer you want:
Select the customer you want, then click Next.
- Select the attributes you want to include in the Excel file then click Next, the Review window appears:
- Click Finish, a window appears to enable you to enter the file name and the location where you want to store it.
The exported forecast file appears as follows:
