Why does my "Customizable Forecasting: Forecast Summary" report miss some months unless I access the forecasting tab?
|Knowledge Article Number||000214218|
|Description||I created a report based on the "Customizable Forecasting: Forecast Summary" report type.
The filters are set to retrieve all the data for the year, but intermittently the report miss the data for certain months. Then I access the forecasting tab and the data show in the report.
|Resolution||This is expected, as the forecasting data is generated only when user access the forecast tab.
If user hasn't visited the forecast tab for some specific months (for i.e. October, November and December), then for those months the forecasting data will be missing and the report will not show the months despite of the report filters.
As best practice, please visit the forecast tab before accessing the report.