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Administration reports creation and management


Forma LMS provides a powerful and flexyble report generation system, with these features:

  • Create unlimited custom report
  • Report generation wizard
  • Automatically filter reports for assigned users and course
  • Scheduling 


Public: when a report is flagged as "public" it will be visible to all adminitstrators and superadministrators. Non public reports can be vewed only by superadministrators and by the administrator that created the report

View: view the report

Export in CSV or XLS format

Schedule the report to be automatically sent by email to selected users

Edit: mmodify configuration options for the report


NOTE: Users with level Administrator will be allowed to see and edit onlyy report flagged as "public", or created by themselves. Within the reports, administrator will see users and courses based on their user assignements. See Administrators management guide for details

Create Reports

A four-steps wizar will guide you in report creation:

  1. Select the report category
  2. Select filter on the rows to display or data aggregation mode
  3. Select the report type: please note that it won't be possible to change the report type once saved
  4. Select column and criteria for the selected report type


Report Category

Forma natively provides three report "categories", each based on a different logic for data displaying, and providing different report types. 

Available categories are:

  1. Users-Courses: will display different data type for a list of users. 
  2. Courses-Users: will display different data type for a list of courses.
  3. Aggregated: shows aggregated informations for selected users and courses 

report category

User Selector

For each category it is possible to select the users to be included in the report.

In most cases the best option is including "all users" and simply filter by course:

report userselector


Report Scheduling

Reports can be automatically generated and sent by email to some users

You can create an unlimited number of schedules:

report schedule list

Upon schedule creation and edit it will be possible to choose the users that will receive the report and set the date/frequency and time with the following settings:

report schedule settings


Cron setting

For the file to be sent you will need to setup a cron-job on you server, calling the file:




Reports in this category will show a list of users and their status on different items

Relates users to courses

This is the most commonly used report, that shows the status of each user on each course, based on the filters defined for users and courses.

report users relatecourse exampleExample of report relating users to courses

Report Options

Select Courses: select to include all courses oronly some courses

Conditions on selected courses: apply filters to display only users with specified conditions date or score conditions (i.e. filter only users subscribed after a certain date)

Show users custom fields: select wich user personale information will be shown in the report

Custom Org: show data from the user org-chart custom fields

Display courses information: select wich course informations to show

Additional fields for courses: show data from the course custom fields

Classroom fields: show specific course informations for classroom courses 

Display user's information about courses: choose wich informations display about the user status on the course: status (ie. completed, in progress), dates, scores, etc.

Progress: display user progress as percentage or progress bar

Other options: exclude suspended users, ordering options


Make delay analysis

This report will filter only users with specified completion status in a defined time range, to monitor user delays and send reminders.

Filter Options

It is possible to select users based on their status on the course:

  • Users that haven't completed the course
  • Users who haven't started the course
  • All conditions must be satisfied

And based on the time condition od fourse and subscription:

  • After (specify number) days from their subscription
  • Course expiring in (specify number) days
  • Course expiring on (specify date)


Relates users to Learning Objects

This report displays the status and progress of each users on the learning objects of one or more courses.

Report Options

Learning Objects types: choose wich types of LO to include in the report

Select milestones: select to include or exclude milestones LO

Show users fields: show some information about the user

Display courses information: show some information about the user

Learning Objects Info: include informations about the LO

Relates users to tests

Like the Learning Objects report, but filtered on test LO

Relates users to communications

Show if users have viewed communications

Relates users to corporate contests

Show user status on corporate contests



Relates courses to users

report courses exampleExample of Courses Report

Report Options

Time period: filter data from a selected period or time range
Other options:

  • Group data per orgchart: will produce separate report tables for each orgchart node
  • Show also suspended users
  • Show only: Students - Filters count on users with level "student"
  • Show: Assessments - related to the removed "assessment" feature - don't use

Display courses information: show informations about the course

Additional fields for courses: show data from the course custom fields

Classroom fields: show specific course informations for classroom courses

Display user's information about courses: shows further informations about the course

Show statistics about courses: calculate course stats about user status and progress in each course

Relates courses with the teachers votes

Relates courses with users votes


This report will display aggregated data about users and courses


The following report types are available:

  • Relates users to courses
  • Course categories
  • Years
  • Relates users to communications
  • Relates users to corporate contests

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