Hello Heather,
Thank you for reaching out and asking your question. Unfortunately, at this time, the forecast export is only rolled up by planning groups, I apologize for any inconvenience that causes you when managing your forecasts.
You can submit an idea to enhance the export so that it is not rolled up by PG, or vote on this idea (https://genesyscloud.aha.io/ideas/ideas/WEFRC-I-64) and add a comment about having an option not to roll it up by PG.
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Daniel Chapdelaine,
Senior Product Manager, WFM Forecasting
Genesys - Employees
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Original Message:
Sent: 05-01-2025 11:25
From: Heather Higginbotham
Subject: Forecast Grid Export
No I have not found an answer to this yet. Any guidance you can provide would be greatly appreciated.
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Heather Higginbotham
NA
Original Message:
Sent: 05-01-2025 11:18
From: Tracy Vickers
Subject: Forecast Grid Export
Hi Matthew, I was waiyting to see if Heather had found the answer.
I have reached out to the team to see if they can help.
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Tracy
Genesys
Original Message:
Sent: 05-01-2025 11:11
From: Matthew Pleus
Subject: Forecast Grid Export
Tracy,
Were you able to find an answer for this? Currently we have to use time-consuming workarounds in Excel. I would love to streamline this process.
Thanks,
Matt
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[Matt] [Pleus]
[Business Systems Analyst]
Original Message:
Sent: 04-30-2025 05:25
From: Tracy Vickers
Subject: Forecast Grid Export
Hi Heather,
Apologies, I missed your post - have you managed to find the answer? If not I will source the answer for you.
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Tracy
Genesys
Original Message:
Sent: 04-11-2025 17:13
From: Heather Higginbotham
Subject: Forecast Grid Export
Is there a way to export the forecast where it doesn't break it down by planning group? I see the rollup in the forecast grid but the only option is to export it into each planning group.
#Forecasting
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Heather Higginbotham
NA
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