Use the reporting tool in Forma Admin to generate on-demand reports to track a variety of metrics.
To get started, log in to Forma Admin and click “Reports” from the menu on the left.
You’ll see the main reporting dashboard.
- Any previously generated reports will appear under “Generated Reports.” You can filter them by report type or date range, and download them again.
- Click “Saved Report Templates” to use a specific template created in the past. This is a great tool when you generate the same report on a regular basis.
Click the “New Report” button on the right-hand side, and you’ll see a series of templates you can use to get started.
- Balance Report: Track employee balances in each account
- Spending Report: Track employee spending and trends
- Contribution Report: Track stipend amounts across employees' Forma accounts
- Demographic Report: Track employee demographics files data
- Employee Change Report: Track employee demographic data changes
- Transaction Report: Track how employees are spending their account funds
- Custom Report: Create a custom report with any data available in Forma
After you select a report template, click the “continue” button.
Then you’ll see a preview screen where you can select the data you want to use from the menu on the right.
When you’re done, click “Update” to save your selections, and the preview screen will update to show you what your data will look like.
If the preview looks good, click “Run Report.”
You’ll see a summary of the report details, and options to download the report and save it as a template for future use.
