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Reporting & Writeback Matrix Docs
Reporting & Writeback Matrix Docs
  • Introduction to Inforiver
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  • Working with Inforiver
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  • Advanced topics
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  • Infobridge
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  • Release Notes
    • Inforiver Writeback Matrix May 2025 - v4.4.3
    • Inforiver Writeback Matrix April 2025 - v4.4.2
    • Inforiver Writeback Matrix April 2025 - v4.4.
    • Inforiver Writeback Matrix March 2025 - v4.3 - Time series formulae
    • Inforiver Writeback Matrix - March 2025 - v4.2
    • Inforiver Writeback Matrix March 2025 - v4.1
    • Inforiver Reporting Matrix March 2025 - V3.3.3 -New formatting and export options
    • Inforiver Writeback Matrix Feb 2025 - v4.0 - User permissions, High-performance mode, Input rules
    • Inforiver Writeback Matrix January 2025 - v3.9 - Fabric support, upgraded variables interface
    • Inforiver Writeback Matrix December 2024- v3.8 - Improved Scheduler Performance & Other Enhancements
    • Inforiver Writeback Matrix December 2024 - v3.7 - Merge rows, new rounding functions & More
    • Inforiver Writeback Matrix November 2024 - v3.6.2 - Import from Google Sheets & More
    • Inforiver Writeback Matrix October 2024 - v3.6 - Approval Workflows & Other Enhancements
    • Inforiver Writeback Matrix October 2024 - v3.5 - Lookup visuals & more
    • Inforiver Reporting Matrix Nov 2024 - v3.3 - Variables
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On this page
  • 1. Inforiver console
  • i) Calendar day
  • ii) Workday
  • 2. Auto close settings at report level

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  1. Working with Inforiver
  2. 7. Planning, budgeting & forecasting
  3. Forecasting

Autoclose forecasts

PreviousEditing forecasts and reforecastingNextDistribute deficit

Last updated 2 months ago

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Inforiver can automatically close forecasts, provided that you are aware of when the actuals are expected to be received. You can specify the close day either from the Inforiver console or from the edit forecast settings.

1. Inforiver console

To close the forecast measures in all the reports on a particular tenant, you can set up auto close from the . This feature is useful in scenarios where you have multiple reports and multiple forecast measures.

In the admin console, navigate to Settings > Forecast. In the Auto Close Forecast section, you can set the calendar day or work day on which all forecasts should be closed. Select the Disabled option if you do not want to close forecasts automatically.

i) Calendar day

You can specify a particular day of the month when forecasts should be closed.

The forecasts will be closed irrespective of whether the designated day is a weekend or a holiday.

Open forecasts are closed automatically on the calendar day specified in the admin console. This setting can be viewed in the edit forecast settings as well.

ii) Workday

The workday option excludes weekends and holidays and will close the forecast on the specified working day. You can select the holiday calendar(s) to refer to when the workday option is chosen.

This setting can be viewed in the edit forecast settings as well.

2. Auto close settings at report level

When you auto-close forecasts, Inforiver can automatically extend the forecast period as well. Select the Auto-extend period range by 1 month checkbox to enable this feature.

You can specify a particular day on which to close forecasts, which is set at the report level. You can additionally set the or options.

calendar
workday
Inforiver console
Admin console auto close setup
Auto close settings
Auto close using workdays
Auto close for workday set at admin console
Auto close from manage forecast
Auto-extend Period Range