There aren't any reports in the software for Forecasts but there is an Excel version available that uses ODBC if you have Excel support.

If you have Excel support and would like to request one of these reports, you can log a support case >>

Reports available from the Excel Report Design Service (sage.com)

Ian

Does the Excel Report Design Service require an additional subscription?

I have looked at the ODBC link in Excel and noticed that the forecast budget figures appear with FINANCIAL_BUDGET.YEAR = 2025

Following that, I ran my budget report again with the Criteria Financial Year IS 2025, but it returned all zeroes in the report. When I exported the report data to Excel, I could see the forecast data.

My budget report is based on a combination of ABMonths1to6.report and PNL_DEPT_ABV.report with chart of accounts titles and categories to make the layout very similar to the profit and loss reports.

I replaced the expression (column 2 shown here)

  Reversed(COMPANY.START_MONTH = 1 ?
          Sum((FINANCIAL_BUDGET.PERIOD = 2 and FINANCIAL_BUDGET.YEAR = COMPANY.FINANCIAL_YEAR) ?
               FINANCIAL_BUDGET.BUDGET :
               0.00) :
          Sum((FINANCIAL_BUDGET.PERIOD = 2 and FINANCIAL_BUDGET.YEAR-1 = COMPANY.FINANCIAL_YEAR) ?
               FINANCIAL_BUDGET.BUDGET :
               0.00))

with

  Reversed(
          Sum(CRITERIA.FINANCIAL_BUDGET_PERIOD_FROM+1<=12 ?
                     (FINANCIAL_BUDGET.PERIOD = CRITERIA.FINANCIAL_BUDGET_PERIOD_FROM+1 ?
                      FINANCIAL_BUDGET.BUDGET :
                      0.00) :
                  0.00)
                  )

Having removed the check for COMPANY.FINANCIAL_YEAR the report can now show forecasts i.e. budgets for future years. This worked for current and future years by selecting the year at runtime. Our COMPANY.START_MONTH is set as 7 (July).

Yes, you'd need an Excel support contract with Sage, sales can contact you if you fill out this form >> Microsoft Forms (office.com)

It might be worth logging an idea to have the variables exposed for forecasts, so you can build reports directly >> Ideas board

Ian