REPORT VIEW – Within the FORECASTING MODULE 

  1. Within the forecast you can look at the data in a different way.
  2. Select the View Report button at the top right hand side of the screen.
  3. A Pivot table will be displayed for the Job you have just forecasted.
  4. You can select to look at the Report for multiple jobs from the Select Jobs dropdown.
  5. This provides you the ability to find out information across all your jobs.
  6. For example, you may want to look at all your Site labour.   Your Budget and any Costs that have been allocated against all your jobs.
  7. At the reference code column, click on the funnel
  8. When the list is displayed – untick the (Show All)
  9. Pick the reference code you want to search for the information across all your jobs.
  10. The information displayed will be for all your jobs.
  11. You can then select the Export to XLXS button at the bottom left and the information will be dropped into Excel.