What is One Touch Reporting?

06.05.21 04:56 PM By Stephanie Nightingale

Produce professional, bank approved financial reports within minutes!

Forecast 5's innovative new feature, One Touch Reporting, allows you to design and customise a report pack to be readily available for all your budgets, reducing time spent on your budgeting process. 

How Do I Use One Touch Reporting?

  1. Simply open up Excel and design your title page, contents page and anything else you want included.
  2. Save the file, click the One Touch button in Forecast 5 and select the file as your template.
  3. Select the reports you want and Forecast 5 will drop the reports into the template for you!
Download an example template here

Design your templates and Forecast 5 will do the rest!