Help Center
  • Go to Forecast
    Using Insights
    • Admin
      • Clients
      • Labels
      • Roles & Team Members
      • Teams
    • API & Integrations
      • Apps and Integrations
    • Getting Started
      • Admin
      • Clients
      • Collaborators
      • Key Features
      • Managers
      • Mobile Apps
      • Navigating Forecast
    • Integrations
      • Accounting and Billing
      • File Sharing, Productivity and Content
      • Project Management, DevOps and Code
      • Sales & CRM
      • Reporting and BI (Business Intelligence)
      • Security and Single Sign-On (SSO)
      • Time Tracking
    • My Account
    • Subscription & Billing
    • Support
      • Webinars
    • Using Insights
      • Create Insight
    • Using Projects
      • Your First Project
    • Using Scheduling
      • A New Way to Schedule
      • Classic Scheduling
    • Using Time
      • Reporting Time
      Back to home
      1. Help Center
      2. Using Insights
      • Admin
        • Clients
        • Labels
        • Roles & Team Members
        • Teams
      • API & Integrations
        • Apps and Integrations
      • Getting Started
        • Admin
        • Clients
        • Collaborators
        • Key Features
        • Managers
        • Mobile Apps
        • Navigating Forecast
      • Integrations
        • Accounting and Billing
        • File Sharing, Productivity and Content
        • Project Management, DevOps and Code
        • Sales & CRM
        • Reporting and BI (Business Intelligence)
        • Security and Single Sign-On (SSO)
        • Time Tracking
      • My Account
      • Subscription & Billing
      • Support
        • Webinars
      • Using Insights
        • Create Insight
      • Using Projects
        • Your First Project
      • Using Scheduling
        • A New Way to Schedule
        • Classic Scheduling
      • Using Time
        • Reporting Time

      Edit an Insight

      Change the look and components of an insights report

      Looking to create an insight?

      Editing an insight in Forecast is as simple as it is to create one.

      Step 1: Go to the insight you wish to edit

      Step 2: Click the options button in the top right corner, and select Edit

      forecast_insights-edit

      Step 3: Add, remove and rearrange components, and click Save

      forecast_addremoverearrange-components

      Help Center
      • Go to Forecast