Examples
Six reports to start from.
Each is a description Forma can build a report from, the same six the workspace offers when it opens. They are made up for the purpose: no example on this site is anyone’s real report. Open one in the workspace, change what you like, and send it.
Invoice
Line items, tax and a total due.
An invoice. Company name, address and logo placeholder top left; the word INVOICE, the invoice number, invoice date and due date top right. A "Bill To" block with the customer name and address. A line-item table with columns Item, Description, Qty, Unit Price and Amount, with a bold heading row and right-aligned numbers. Below it, right-aligned: Subtotal, Tax, Shipping and a bold Total Due. Payment terms and a thank-you line at the bottom, and the page number in the footer.
Customer list
One ruled table, sorted by ID.
A customer listing. A title "Customer List" with the run date beside it. One table with columns Customer ID, Company, Contact, City, Country and Balance, with a ruled heading row that repeats on every page and right-aligned balances. Sorted by Customer ID. Page number in the footer.
Sales by region
Grouped, with subtotals and a chart.
A sales summary grouped by Region. For each region a group header with the region name, then rows of Salesperson, Orders, Revenue and Average Order, and a group footer with the region subtotal in bold. A grand total at the end of the report. A bar chart of revenue by region in the report header.
Employee directory
Grouped by department, with photos.
An employee directory grouped by Department. Each row shows a photo placeholder, Name, Title, Email, Phone and Start Date. Department name in the group header with the head count, and the department on every page header. Page X of Y in the footer.
Purchase order
Vendor, ship-to and line items.
A purchase order. Buyer name and address top left, "PURCHASE ORDER" with the PO number and date top right, a Vendor block and a Ship To block side by side, then a table with columns Line, Part Number, Description, Quantity, Unit Cost and Extended Cost. Subtotal, tax and total at the bottom right, an authorised-by signature line at the bottom left.
Inventory status
By warehouse, low stock in red.
An inventory status report grouped by Warehouse. Columns SKU, Product, On Hand, Reserved, Available and Reorder Level, with rows whose Available is below Reorder Level shown in red. Warehouse totals in each group footer and a company total in the report footer. Report date in the header and page number in the footer.
From a picture or a file instead
Forma builds from what you already have just as well: attach a screenshot, a scan, a PDF or a .repx to the message, and say what to change. What you can upload lists what it reads.