To edit a forecast:

1. Go to the Forecast(s) box on the top left of the Forecasts screen

2. Click the Edit button to the right of the forecast you want to edit 
   

3. This takes opens the Forecast Edit popup
   

   
   

   On this screen you can edit:

   • The Forecast name

   • The Forecast colour

   • Add/Delete filters for your current portfolio

   • Add/Edit/Delete new filings to include in your report

4. Click Save to save your changes 
   Or 
   Click X to exit the popup without saving
   
   Note: If you are updating the New Filings filters, a message may display advising that the forecast is re-calculating. This may take up to 15 minutes.