An overview of the Custom Report Formats available within Forecast.Live

Custom Report Formats - An Overview

The Custom Report Format builder is where a user can set up Reports for the Monthly Forecasts. 

A Report is a hierarchy of ordered Categories, which can contain other categories and so on, and can also contain General Ledger accounts.

Each of the section has its own article, links to which are below.



Custom Reports - Where the user-generated reports are shown and can be switched between
Current Report Structure - The structure of the selected report showing Categories and their coupled GL Accounts
General Ledger Accounts - Accounts which are not already present on the current report

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