This guide shows how to export a forecast file On Demand.
To have access to this Export you must be granted permission for this.
1. In effectmanager go to Reports and scroll down to Export.
2. Select the report: Sales Forecast
3. Select the filters you want for the export.
Please be aware that the Sales Forecast is always exported on a wholesaler level.
🔴NB! If you select only 1 chain in the filter, you will only get the Sales Forecast for this Retail Chain, but in Column A, the Wholesaler name will appear.
4. When you have selected the filters, press Load Report.
This will start a background task that generates the CSV file - it takes approximately 5 minutes to generate the file.
🔴NB! The period of the report cannot exceed 18 months. A pop-up will alert you. Select a shorter period.
Including the Selected Start Date + Selected End Date in the filter.
5. You can start multiple exports of the Sales Forecast, they will be put in an export queue and executed in the order they are started.
You can select a new filter for the Export by clearing the filters of the report in effectmanager.
6. When the task is done, you will receive an email with the report.
👍Pro-tip: If the CSV file is bigger than 10MB you will have a download link in the email. This link is valid for 24 hours to download the file.
