Enhanced interface

Renewals forecast report—Order Entry

The Renewals forecast report helps you estimate the future revenue from contract items or customers, in effect enabling you to forecast future renewals on an item or customer basis.

Who typically needs this report?

Sales representatives who need to proactively contact customers for upcoming renewals
CFOs and Finance staff who need to look at possible revenue in the future for planning and budgeting
Finance staff who need to review upcoming renewals to see if pricing should be adjusted up or down

To access this report:

Go to Order Entry > All > Reports > Renewals forecast.

Subscription	Order Entry
User type	Business, Warehouse
Permissions	Renewals forecast: Run

View a monthly report

On the report settings page, select View.
The report displays all results for the default reporting period.
To refine the report, select Customize.

Customize and run

Before running the report you can select the time period and types of items to include, and specify how you want the report to appear.

If you want to see every result for a particular category, don't make selections from any of the data entry fields. You can run this report without entering any search information. If you do that, however, the report can take a long time to run and can return too many results to be useful.

Select the reporting period from the dropdown list, or enter the start and end dates you want the report to cover. If you don't specify a reporting period, the system generates a report for the current month to date.
- You can specify either the reporting period or the start and end dates, but not both.
Set the filters to get the specific data you want.
- Filters enable you to include or exclude specific types of data in the report, such as customer, item, UPC, value, or account. As a general rule, to get fewer and more precise results in your report, set more filters.
Format the report.
- Format options will vary from report to report. Generally, you can set the layout of the report and arrange how to group and display the data contained in the report.
Enter a title, subtitle, and footer text for your report.
To view, process, memorize, or export the report, do one of the following:
- To view the report now, select View.
- To generate the report and store it for later access, select Process & Store.
  
  Reports can be either stored in My Stored Reports or delivered to a cloud storage location, such as Dropbox. Learn more about processing and storing reports.
- To memorize (that is, save) the report so that later you can refer back to it or modify and re-run it, select Memorize.
- To export the report to a separate file that you can then distribute or save to your local drive, select Export and then select Word, Excel, CSV, or Text.

You can use trial-and-error to get the precise results you want. Just fill in the desired fields, and select View to see the report. If the results aren't what you want, select Customize to return to the report setup page and refine the report further. Repeat this process until you're satisfied.

For complex financial reports that will be run regularly, save the report after you're done setting it up. The next time you're ready to run the report, you only have to change the As of date before running the report.

Time period

You can create your own reporting period by entering in an As of Date, selecting a forecast period, and setting the number of periods on which to report.

To set the time period that you want to search:

In the Time period section, enter an As of date (the date that the system will use as a baseline for the period you select). Leave this field blank for today's date)
From the Forecast period dropdown, select the forecast period you want. Each column of the report will represent one period. Your choices are:
- Monthly
- Quarterly
- Semiannually
- Annually
Set the length of time that you want the report to cover: In the Number of periods field, type the number of periods. For example, if you want a year of data and your Forecast period is quarterly, type 4; if your Forecast period is monthly, type 12.

Online reports can cover up to 60 periods. PDF reports can cover up to 12 periods.

If you complete all the time period fields (that is, if you fill in the Reporting period, As of date, Start date, and End date fields), Intacct generates your report based on the start and end dates. It ignores the As of date.

Time period field	Notes	Limitations
As of date	Leave this field blank to use today's date.
Forecast period
Number of periods	With the Forecast period field, this is an alternate way to set the period of time you want the report to cover.	60 for online reports; 12 for PDF reports

Report filters

Use the filters to focus the results of your report. In effect, filters enable you to isolate and assemble just the data you want. You can set any combination of filters.

To set the filters to fine-tune your report results:

Select the Transaction type that you want the report to cover. Choose from:
- All (this is the default transaction type)
- Sales invoice
- Sales Order
- Sales Quote
- Shipper
- Shipper Invoice
To limit the report to renewals for a specific customer, select the customer from the Customer dropdown list.
The following filter options display only if you work in a multi-currency environment:
Set the currency that you want the report to use. To do this, select the Transaction Currency down arrow and then select the currency you want the report to show. If you don't set a currency, the report page contains transactions for all your currencies.
To set the report to cover either a specific item, a range of items, or a specific product line, complete either of the following tasks:
- Use the From item and To item dropdown lists.
- Use the Product line dropdown list to select the product line that you want the report to cover.
How to use the From and To fields
All From and To field pairs work the same way. Use them to get search results in as broad or as fine a range as you need, from everything in the system down to a single specific object.
To run this report for a single object:
From the From dropdown list, select the object you want.
From the To dropdown list, select the same object.
To run this report for a specific range of objects:
From the From dropdown list, select the object that you want at the beginning of the range.
From the To dropdown list, select the object that you want at the end of the range.
To run this report for all objects:
Leave both fields blank.
If you have a large number of objects or the report takes too long to process, use the From and To fields to run a series of smaller reports. For example, you can run five reports, one each for objects whose names begin with A-E, then F-J, K-O, P-T, and U-Z.
An object is a catch-all term that refers to any specific data item in the system. Customers, vendors, items, and accounts are all examples of objects.

Filter field	Notes	Limitations
Transaction type	Enables you to limit your report to a specific type of transaction, such as a sales quote or a shipper invoice. By default, the report will cover all transactions.
Customer	By default this field is blank, which means the report will cover renewals for every customer.
From item, To item	Enables you to get data only for that range of items you specify, by item name or number -- for example, items from A to F, or item numbers 3100 to 5000. By default, these fields are blank, which means the report will cover all items.	You can enter data in these fields or in the Product line field. If you leave both filters blank, the report will cover all renewals for all items and all product lines.
Product line	This field is blank by default, which means the report will cover all product lines.	You can enter data in this field or in the From item and To item fields. If you leave both filters blank, the report will cover all renewals for all items and all product lines.

Location and department filters

To set location and department options:

To filter the report by geographic location, select the location from the Location dropdown list.

Enter or select a location to run this report at the top level. Intacct uses the location that you specify to determine the appropriate currency.
To filter the report by department, select the department from the Department dropdown list.
If you want the report to cover certain locations regardless of what you select in the Location dropdown list, in the Show for dropdown list select one of the following:
- All Locations: Include data for all locations regardless of the entity you're currently using.
- This Location: Include data only for the entity that you're currently using.
- Child Locations: Include data only for the locations that are child locations of your current entity.
  
  For example, if your current entity is California, and you have child locations for San Francisco and Los Angeles, use this option to have the report include data only for Los Angeles and California.

Filter options
Filter field	Descriptions
Location	Use to limit report results to a specific location.
Department	Use to limit report results to a specific department.
Prompt on run	Select this checkbox to force Intacct to wait for you (or anyone using this report) to enter a location or department before it runs the report.
Show for	Select to show different views of the data, based on the location or entity you choose: All locations: This option shows the data that's posted to the location or entity and its children. This location: This option shows only the data that's posted to the location or entity you select. The data posted to any child location is not shown. Child locations: This option shows only the data that's posted to the child locations of the location or entity that you select. Any data that's posted to the parent location or entity is not shown. Example: Suppose your location is United States > California > San Francisco. All locations would show transactions for United States, California, and San Francisco. This location would show transactions for United States. Child locations would show transactions for California and San Francisco only.

Formatting

Use the fields in this section to set the level of detail in the report and to select the report layout.

To format this report:

Use Report on to select to display the report results either by item or by customer.
Select the Report type that you want. By default you will get a summary report.
- The Summary report type condenses all account details to a single line.
- The Detail report type displays one line per customer per account. It also includes additional columns of information.
Use Page Orientation to display the report results in portrait or landscape layout.

Format field	Notes	Limitations
Report on	Item is the default report.
Report type	Summary is the default type.
Page orientation	Portrait is the default layout.

Titles and a footer

Titles, subtitles, and footers apply only to the print versions of this report. Export to Excel or CSV, or select Print for a PDF version.