Create report templates and generate reports

Learn how to create and generate project reports in Forma Data Management. This lesson covers how to build report templates, select relevant project data, and produce structured outputs that help communicate project status, track progress, and support decision-making across teams.

After completing this video, you’ll be able to:

  • Create and configure report templates based on project data.
  • Generate and export reports to communicate project status and progress.

Video quiz

What type of list information is kept in the Reports log tab?

(Select one)
Select an answer

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