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To configure a forecast report

To configure a forecast report in Tempo Budgets for Server, you need Folio Owner or Folio Administrator permissions:

  1. Select your folio using Tempo > (folio name).
  2. Click the Report tab at the top (or press '5')
  3. Click Show Report for the Forecast Report.
  4. Configure the report:
    1. Enter a minimum and maximum amount in Min Amount and Max Amount fields at the top of the report.

    2. Use the date picker to select a Start Date and End Date. You can click Reset to start over.

  5. Set the report parameters at the right: 
    1. From the For dropdown select either Costs or Revenues, and from the Account dropdown select the account to associate with this report.

    2. Select the Folios, Categories, or Roles that you wish to include in the report.

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