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🎨 How can I customize the format for the item-wise forecasts export?

Updated over a year ago

We do not currently have a way to customize the item-wise sales export, but we have a template you can use to easily pivot the default export to make the dates headers

To reformat the item-wise forecasts export:

  1. Log in to 5-Out and navigate to the Forecasts screen by clicking the arrow icon second to the top on the right side menu

  2. Scroll down to the second module on the page and select "Items" to view item-wise sales forecasts

  3. Filter by category, if you'd like and click the CSV icon to export the raw data:

  4. Navigate to this spreadsheet template

  5. Create a copy that is editable by selecting File > Make a Copy

  6. Copy and paste the 5-Out exported data into the first tab of the sheet you just created called "Export"
    ​

    Open Template Spreadsheet

  7. Navigate to the second tab called "Summary"

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