Export forecast
To export forecasts, follow these steps:
- Click Export, the following window appears:
![](https://guides.trasix.one/wp-content/uploads/2021/04/export-forecast-1024x576.jpg)
If options are saved, a menu appears enabling you to select the export option you want as shown below:
![](https://guides.trasix.one/wp-content/uploads/2021/04/export-forecast-with-options-1024x575.jpg)
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 “Forecasts”, if no option is selected, then click Next, the following window appears:
![](https://guides.trasix.one/wp-content/uploads/2021/04/order-form-excel-1024x576.jpg)
- Click Next, the Filter window appears:
![](https://guides.trasix.one/wp-content/uploads/2021/04/select-loc-1024x575.jpg)
If the selected customer is “Full Range”, the window appears as shown below to enable you to select the customer you want:
![](https://guides.trasix.one/wp-content/uploads/2021/04/select-customer-window-1024x576.jpg)
Select the customer and location, then click Next,
- Select the location(s) then click Next, the Options window appears:
![](https://guides.trasix.one/wp-content/uploads/2021/04/select-attributes-forecast-1024x575.jpg)
- Select the attributes you want to include in the Excel file then click Next, the Review window appears:
![](https://guides.trasix.one/wp-content/uploads/2021/04/review-summary-1024x575.jpg)
- 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:
![](https://guides.trasix.one/wp-content/uploads/2021/04/exported-forecast-1024x316.jpg)