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  1. On the menu bar, select Reports > Gross Margin Report.
    The Margin Report page is displayed.

  2. On the Grouping tab:

    1. Select one more groupings in the Group By list.

    2. Select Show Charge By Month. This means that the data will be grouped into a monthly block, according to the groupings that you selected in the Group By list.

    3. Select Include Forecast.

  3. Click Gross Margin.
    The margin report appears, showing predicted margin:



    The report is a simplified margin report; all you get is the total invoice margin figure.

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