How do I View/Hide Forecast Items Created Against an Account Line of a Scenario?

Written by Matthew Cawthra

About

FUTRLI now gives you the ability to dictate which Account Line details you see on a Forecast, either on FUTRLI itself or printed as a PDF. This feature allows the User greater control of the Forecast appearance, especially when the Forecast is being exported to PDF.

Step One

Within the Scenarios section of FUTRLI, locate the Forecast in question. Each Account Category will have a triangular icon, which when clicked will expand the category. The icon being grey indicates the Category can be expanded.

Screen Shot 2016-11-03 at 16.43.27

Step Two

To expand the Account Category, click the icon. This will show the Account Lines and Forecasts within the Category, both while on FUTRLI and when the Scenario has been exported to PDF.

Screen Shot 2016-11-03 at 16.43.08

Step 3

There are further options in the top navigation bar, where you can hide or show rows with 0 values:

Hide/show rows in scenarios