You can use Forma Admin to gain valuable insights into your programs. Under Dashboard > Post-tax, you’ll find several datasets, including the Popular Categories (By Amount) graph (shown below). Hovering over each section of the graph reveals the amount and percentage of claims associated with a specific category.
At the top of the dashboard, you can filter the data by date range, account, and/or country.
- If "All countries" is selected, amounts are displayed in USD.
- If a specific country is selected, the data will display in the local currency.
To dive deeper into popular spending categories, download a Transaction Report. For step-by-step instructions, see How do I create a Transaction Report on Forma Admin?. Once you have the report, focus on the “Category” and “Subcategory” columns to see where employees are most actively using their benefits.
All amounts in the transaction report are shown in local currency, based on each employee’s country code.
This data is a valuable tool for shaping employee communications. Highlighting the top ways employees are using their Forma funds can help spark new ideas and boost overall program engagement.