How do I save a report template in Forma Admin?

If your team generates reports in Forma Admin regularly using the same template, you can save these settings to simplify future report pulls.

To save a new report template, follow these steps:

1. Log in to Forma Admin using your username and password.
2. From the left menu, click “Reports”.
3. click “New Report”.
4. Choose a report template (e.g., “Balance Report”).
5. Use the checkboxes next to each column item on the left to select or deselect the information you want to include in the report.
6. Click “Run Report”.
7. Click “Save Report Template”.

To access your saved report template:

1. Navigate to the main “Reports” page.
2. Click “Saved Report Templates” to view the template you just created.

To use your saved report template, simply click “Run”, choose your date range, and generate a new report!