Export Planner Data

To export data from Forecast Planner to an .xls file from either the Volume or Labor workspace:

  1. Click Tap Export to display the Export Planner Data panel. If the current page has unsaved changes, you are asked whether you want to proceed.
    • Click No to close the dialog and return to the Forecast Planner.
    • If you click Yes, all unsaved data is lost and you are allowed to proceed with the export.
  2. Select Export displayed data to export the data that currently displays in the UI window. Select Export data for selected locations(s) to specify a site and departments for which you want to export data. Selected departments must all be under a single site. (Data is exported for all forecast category levels beneath the selection.)
  3. Click Tap Export.

The exported data includes the time period, locations, and forecast factors according to the currently selected grouping. By default, up to 3,000 rows can be exported.

Exporting data with locations in a transition week

You cannot export volume data for the location on the transition week in the Export Volume Data tab. To export data for the first part of the week (partial week), export data prior to moving a location on the business structure. The location with the transition week does not appear on the Volume Export Data tab.

Note: To access this function, you must be assigned a Function Access Profile in which the Export Forecast Planner Data access control point is set to "Allowed."