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Documentation Index

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Forecast displays a financial forecast report that projects year-end financial results based on current budget and actuals, with optional filtering by fiscal year, budget, and fund. Route: /fa/reports/forecast.

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Overview

The Forecast page is accessible at /fa/reports/forecast. No explicit RequirePermission wrapper is on this route. The component (ForecastPage) uses filters — fiscalYearId, budgetId, fundId — to call useForecast and useForecastSummary, both scoped to currentOrganization.id. Results are rendered via ForecastChart, ForecastReport, and ForecastSummary components. A Download CSV button calls exportForecastToCsv(forecastData) when data is available.

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Who it’s for

No explicit permission gate on this route.

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Before you start

  • A fiscal year must exist in the system for filtering to work.
  • The general ledger must have posted transactions for meaningful projections.

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Steps

  1. Navigate to Finance → Reports → Forecast (/fa/reports/forecast).
  2. Select a Fiscal Year from the dropdown.
  3. Optionally filter by Budget and Fund.
  4. Review the ForecastChart visualization and ForecastReport table.
  5. Review summary figures in ForecastSummary.
  6. Click Download CSV to export forecast data.

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Key concepts

ConceptDescription
useForecastHook computing forecast projections for the selected filters
useForecastSummaryHook returning high-level forecast summary metrics
ForecastChartChart component visualizing projected year-end results
ForecastReportTabular report of forecast data
exportForecastToCsvUtility exporting forecast data to CSV

Finance & Revenue

Finance & Revenue core overview.

Governance & parity

This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/fa.tsx
  • src/cores/fa/pages/ForecastPage.tsx