Columns required Customer, SO number, Billing date, Total amount, and Projected amount.
Solution
Customize the standard forecast by customer report.
In the customization, session add Customer/ project name, Forecast date, Forecast: transaction type: long name, Forecast: transaction number, Forecast: Billing Schedule: name, Forecast: Report date, Forecast: projected amt, Forecast: Transaction total.
Save the changes. Add the other columns as per the requirement.