One Touch Reporting: The report is showing old figures.
Question: When running my One Touch Report, it is showing old figures or dates in the reports exported.
Answer: One Touch Reporting saves the exported report into your Documents folder, using the name of your forecast. If you have run the OTR report multiple times but not deleted the excel sheet, the new report will not be created and you will continue to see the old figures.
If you go into Documents on your computer, you will find an excel document with the same name as your forecast.
If you delete this and then run the OTR again, this should produce the OTR report as expected.
How To: Use One Touch Reporting (OTR)
Try the template (at the bottom of this page) to see how it works. Overview The One Touch Reporting (OTR) feature is designed to reduce the amount of time taken to produce final and quality reporting. Using the One Touch button, you can drop your ...
Hotlink: P&L Report Still Reflecting Old Figures
Issue: When using Hot Links in a forecast, you have updated the figures in the spreadsheet, refreshed the link and the record is correct but when you run the P &L report the old figures are still appearing. Solution: Remove the Hot Link for each ...
One Touch Reporting - An error occured while using the template
Issue: When trying to create a OTR report from Forecast 5, you are receiving the error below: Cause: This can be due to a number of reasons: 1. The excel template you are trying to use is already open. 2. The forecast name contains characters that ...
Moving Forecast 5 from one machine to another.
If you have a Single Computer License and you change computers, there are two ways to do keep your forecasts: Method 1: For those using Localdb - Moving the Data Folder On your old PC, go to C:\ProgramData\Forecast 5 Ltd - please note this is ...
Some records showing no data after consolidating
Issue: When consolidating forecasts, all records import but only the figures from one base forecast is appearing. Cause: The main bank account names are different, causing confusion on consolidating the forecasts. Solution: Update all base ...