REportfolio 12 Month $ Forecast Report Tip

In REportfolio, the default starting date for the 12 Month $ Forecast Report is the current month.

If, however, your boss asks for a forecast report for Q1 and Q2 15 minutes before a meeting, don’t panic. You can easily choose a different starting month by using the Payments drop-down menus. Simply set the Month to January and the Year to 2010.

Then click the Excel Export button to save the report to a spreadsheet for fast editing and formatting. Your boss will be impressed!

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