You can access forecast views from the View list of
layout options.
Tip To watch a training video that explains this process, enroll in the FPS
Distributed Forecasting - Using Different Forecasting Views training video course on Jack
Henry University. You can also enroll in the Distributed Forecasting in Financial Performance
Suite learning plan.
See the list for some common views. User access can limit the availability of
certain views.
- Default
- This view shows Month End Balance,
Average Balance, and New
Volume for all asset and liability accounts. It also shows
Interest Income, Yield, and Offering Rate
for rate-bearing accounts.
- Current Volume Cash Flows
- This view provides contractual and behavioral cash flow schedules
for accounts with cash flows. It provides an editable Add'l Prepay % row that lets you make quick adjustments to an
account's prepayment schedule. The account's Total Month End
Balance, Yield, Contractual
Weighted Life, and Forecasted Weighted Average
Life appear.
- Multiple Accounts
- This view allows a selection of one data item at a time, and then
the view updates to show the projected value across multiple accounts.
- Multiple Organizations
- This view allows a selection of one data item at a time, and then
the view updates to show the projected value across multiple organizations.
- Multiple Organizations & Accounts
- This view allows a selection of one data item and one time frame at
a time, and then the view updates to show the projected value across multiple
accounts and in multiple organizations.
- Audit Trail
-
This view provides a log of all forecast actions on the current account. When
this view appears, you can also add explanatory comments using the
Comments option.
You can export the audit trail log and any comments using the
Export option. Select This
Account to export only the current account, or select
All Accounts to export all account data. Select
at least one Organization, and enter
Beginning and Ending
dates.
Tip Use the
Account, Organization, and other fields to
select options when using any of the multiple views.