Import and Export Forecasts

Import and Export Forecasts

You may use this function to save your forecast as an external file or to send the forecast to support or a client.

Export Forecast

1. Highlight the Forecast you wish to export. Click Export Forecast.


2. Select where to save forecast.

  



Import Forecast

1. Click the Import Forecast option.


2. Browse to where the forecast is stored and click Open.

 


    • Related Articles

    • IMPORTANT: How To Backup Your Forecasts

      Question: I would like to backup my forecasts. Explanation: Currently Forecast 5 is not a cloud-based solution which means that each client is responsible for their own data. We do not have access to your data unless consciously provided. Please ...
    • AUD forecast defaulting with NZD details

      Issue/Error: When creating a forecast, and selecting AUD, the forecast still populates with NZD defaults. Solution: Below is an SQL database that will generate AUD template. To restore this, follow the steps below for your license: A – Single ...
    • Import Error: SQL Exception: Incorrect Syntax near "s"

      Issue: Receiving this error message when trying to import records, sections or folders. SQL Exception Incorrect Syntax near "s" Unclosed quotation mark after the character string 'WHERE' This error is caused because there is a single quote character ...
    • Exporting Slowness

      If you are finding the exporting of forecasts or copy forecasts rather slow, we suggest upgrading your SQL Server from the standard LocalDB to SQL Express. You can download a version from here. Observed improvements on speed:   Local DB SQL EXPRESS ...
    • Forecast Data Export Guide

      The Data Export allows you to export multiple existing forecasts from Forecast 5 into a formatted spreadsheet to be imported into an external product, e.g., Spotlight, Fathom. Please see the attachment tab for the guide