I would like to create a report showing actuals and forecast for the whole year and only include actuals up tp the end of the last period (eg reconciled data) not current period data - which is incomplete most of the time.
Guest
Hi, I don't work for Sage/Futrli, but I think you can already do this. You would create a 3 year forecast based on the daily tracker and select the date you want to show forecast data from, then create your reports based on this forecast.