Running the Forecast Summary Report

Note: You must configure and schedule the Make Availability Reportable Task before running this report. For more information, see Adding the Make Availability Reportable task to a schedule
  1. Select My Reports > Schedule Optimization Reports > Staffing Reports > Forecast Summary Report to run the report on demand.
  2. Specify this information:
    Location
    Select the locations to include in the report.
    Include Sublocations
    Select Yes to include sublocations in the report.
    Start Date
    Select the start date for the report.
    End Date
    Select the end date for the report.
    Show Parameters
    Select Yes to show the selected parameters at the top of the report.
    Report Format
    Optionally, select the output format of the report (HTML, PDF, or Excel). The default is HTML.
  3. Click Go to run the report.