Reports
The Reports section allows you to generate detailed data on all benefits managed through Forma.
- How do I create reports in Forma Admin?
- How do I save a report template in Forma Admin?
- What Forma reports can I use to reconcile invoicing and top-ups?
- How do I create a Transaction Report on Forma Admin?
- What information can I get from the Pre-tax Claims Transaction Report?
- How do I calculate the forfeiture balance from the Pre-tax Account Report?
- How do I create a Manager Pre-approval Report in Forma Admin?
- How do I create a Pre-tax Claims Transaction Report in Forma Admin?
- How do I calculate the rollover balance from the Pre-tax Account Report?
- How do I create a Payout Report in Forma Admin?
- What information can I get from the Pre-tax Card Transaction Report?
- How do I create a Pre-tax Card Transaction Report in Forma Admin?
- How do I create a Pre-tax Contributions Report in Forma Admin?
- How do I create a Pre-tax Account Report in Forma Admin?
- How do I create a Pre-tax HSA CIP Report in Forma Admin?
- How do I create a Spending Report in Forma Admin?
- How do I create a Demographic Report in Forma Admin?
- How do I create a Custom Report in Forma Admin?
- How do I create a Contribution Report on Forma Admin?
- How do I create a Balance Report in Forma Admin?
- How do I create an Employee Change Report in Forma Admin?