Available in Sage Simply Accounting Premium and higher.

1. In the Home window, open the Report Center. Select Forecast and Analysis, and then Forecast Summary.
2. (Optional) Select the Template you want to use for the report.
3. Select a Start and Finish month and year from the lists.
4. Select the method you want to Base forecast on:
   • Current month
   • Previous month
   • Previous 2 months
   • Previous 3 months
   • Previous 6 months
   • Previous year - same month
5. Enter the As of date.
6. (Optional) Select Show Departments and then click Select Departments.
7. (Optional) Customize the:
8. Columns that appear in the report
9. Printer settings for the report
10. Fonts in the report

8. (Optional) Save the report as a template in My Reports.
9. Click OK.
10. (Optional) Check the Projected Trend % values and make any changes.
11. Click OK to display the report.

1. In the Home window, open the Report Center. Select Forecast and Analysis, and then Forecast Detail.
2. (Optional) Select the Template you want to use for the report.
3. Select a Start and Finish month and year from the lists.
4. Select the method you want to Base forecast on:
   • Current month
   • Previous month
   • Previous 2 months
   • Previous 3 months
   • Previous 6 months
   • Previous year - same month
5. Enter the As of date.
6. (Optional) Select Show Departments and then click Select Departments.
7. (Optional) Customize the:
   • Columns that appear in the report
   • Printer settings for the report
   • Fonts in the report
8. (Optional) Save the report as a template in My Reports.
9. Click OK.
10. (Optional) Check the Projected Trend % values and make any changes.
11. Click OK to display the report.