How do I save a report template in Forma Admin?

If you regularly generate the same report in Forma Admin, you can save your report configuration as a template to avoid selecting the same columns each time you run the report.

Note: Only one saved template is supported per report type. If another administrator saves a new template for the same report type, it will overwrite the existing saved template.

Save a report template

1. Log in to Forma Admin.
2. From the left navigation menu, select Reports.
3. Click New Report.
4. Select the report type you want to create (for example, Balance Report).
5. Choose the columns you want to include by selecting or clearing the checkboxes.
6. Click Run Report to preview the results.
7. Click Save Report Template.

Your report configuration is now saved and can be reused the next time you run that report.

Run a saved report template

1. Navigate to Reports.
2. Under Employer-sponsored, select the report type you want to run.
3. Click Run.
4. Select the desired date range.
5. Generate your report.

The saved template will automatically populate the report with your previously selected columns, making it faster to generate recurring reports.