Using the Forecasts list view
The Forecasts list view displays all the forecasts that you have access. You can use and to filter the list of records.
Note: The security access determines what
functions are available. Contact the administrator for any access rights changes.
To access the Forecasts list view, you can click on the navigation bar.
On this page you can:
- Click , to refresh the information.
- Use the Summary View. See Using the Summary View.
- Work with records in a grid. See Working with Grids in list views and tabs.
- Filter My list. See Using Task Pane Filters.
- Use the to search for records. See Using Lookup.
- Click a forecast description on the Forecasts list view to access the Forecast detail view. See Using the Forecast detail view.
- Use the group shortcut menu. See Using the Group Shortcut Menu.
- Manage groups. See Using the Groups List
The Task Pane contains the Common Tasks section. In this section, you can:
- Add to Group. See Adding Ad Hoc Group Records.
- Remove from Group. See Removing Ad hoc Records.
- Save records as a Group. See Adding an Ad Hoc Group.
- Export records. See Exporting Records to a File.
- Promote to Dashboard. See Promoting a Group to the Dashboard.