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Get Excel exports of your Forecast
You can download an Excel export of your main forecast or a scenario directly to Excel from:
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💡Smart Tip: If you’d like to add Forecasting components to your Fathom PDF management reports, refer to this article: ‘Fathom Forecast in Reports’.
Download from the main grid
From the main forecast grid, you can download your forecast to Excel. If you have a scenario active on the grid, then you’ll be able to download the scenario.
To download your forecast directly to Excel from the main grid:
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📝 Note: The financial statements will download into separate Excel tabs in the same Excel workbook.
Download from the Forecast Settings
To download your forecast directly into Excel from the Forecast Settings:
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📝 Note: These statements will download into separate Excel tabs in the same Excel workbook.
Download from Reports
In Reports, you can download an Excel report of your forecast from the Excel Reports area. Learn more from our 'Excel Reports' article.
Learn more