How do I create a Custom Report in Forma Admin?

Custom Reports give you the flexibility to extract the specific metrics that matter most to you.

See the Custom Report Template to understand what information can be included on this report.

To get started, log in to Forma Admin and click “Reports'' from the menu on the left. Click the “New Report” button, select "Employer Sponsored Benefits" report type, and select “Custom Report” from the list of templates.

Next, select the details of your report:

1. Reporting period: The report start and end date
2. Columns: The fields that will be included in the report. Uncheck columns to exclude them.
   • Employee: Demographics information
   • Custom fields: Custom fields included in the demographics file
   • Wallets - a list of all active accounts
   • Data
     1. Current balance: Balance currently available
     2. Monthly balance: Remaining balance each month for a given period
     3. Monthly by account: Monthly spend by account for a given period
     4. Total by account: Total spend by account per month
     5. Total spending: Total aggregated spending from all accounts for a given period
     6. Monthly contribution: Monthly contributions for a given period
     7. Total contribution: Total contributions for a given period
3. Filters: Uncheck filters to exclude them
   • Employee status: Active or terminated
   • Countries: Employee's location

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. 

Important: If you don’t click “Update”, your changes will not be saved.

If everything looks good, click “Run Report” to create the report.

You’ll see a summary of the report details:

1. Report summary
2. Report status
   • Processing: The report is being created. It may take a few minutes to finish.
   • Finished: The report has been created successfully and can be downloaded.
3. New Report: Click this button to create a new report
4. Exit: Exit this page and go back to the main Reports page

Important: You may have to refresh the summary page to be able to click the download button.

Once you’re back on the main Reports page, you’ll see all generated reports available to download. If the newly created report isn’t there, try refreshing the page.