Manager pre-approval reports are available for any company that has manager approval functionality enabled for one or more benefit accounts in Forma. For more information, see the article: What is manager approval and how do I review expenses that require manager approval?
You can review the Manager Pre-Approval Report Template to understand the data fields available in this report.
Create a Manager Pre-Approval Report
To generate a report:
- Log in to Forma Admin.
- Navigate to Reports from the left-hand menu.
- Click New Report.
- Select the Employer Sponsored Benefits report type (if you offer both pre and post-tax accounts through Forma).
- Choose Reimbursement Pre Approval Report from the list of templates.
Configure your report
Next, customize the report based on your needs:
- Reporting period: Select the start and end dates
- Columns: Choose which fields to include (uncheck any you’d like to exclude)
- Employee: Include relevant demographic information
- Custom fields: Include any custom fields from the demographics file
- Filters: Refine your report by selecting or deselecting filters
- Employee status: Filter by active or terminated employees
- Countries: Filter by employee location
- After making your selections, click Update to save your changes.
- The preview panel will refresh to reflect your configuration.
Important: If you do not click Update, your changes will not be saved.
- Once the preview looks correct, click Run Report to generate your report.
You’ll then see a summary of the report details, including:
- Report summary
- Report status:
- Processing: The report is currently being generated. This may take a few minutes.
- Important: You may have to refresh the summary page to be able to click the download button.
- Finished: The report has been successfully created and is ready for download.
- Processing: The report is currently being generated. This may take a few minutes.
- New Report: Click to create another report
- Exit: Return to the main Reports page
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.