Title: From your first form to your first report | OneForm > Build a form, publish it, fill it in yourself, then review and send the report OneFormAI drafts from your answers. Source: https://oneform.si/help/getting-started/your-first-form-to-first-report/ --- 1. [Help Center](https://oneform.si/help/) 2. [Getting started](https://oneform.si/help/getting-started/) 3. From your first form to your first report [View as Markdown](https://oneform.si/help/getting-started/your-first-form-to-first-report.md) # From your first form to your first report Build a form, publish it, fill it in yourself, then review and send the report OneFormAI drafts from your answers. Admins and ownersUpdated October 22, 2026 · 3 min read [Create a form ↗](https://app.oneform.si/create?help=your-first-form-to-first-report)[Open Review ↗](https://app.oneform.si/reviews?help=your-first-form-to-first-report) The quickest way to learn OneForm is to run one form from start to finish: build it, fill it in yourself as a client would, and send yourself the report. ## Before you start You need to be an owner or admin to create and publish forms. Building a form with OneFormAI and drafting a report use [OneAI Tokens](https://oneform.si/help/billing/oneai-tokens/). ## 1\. Build the form 1. Click **Create** in the menu on the left, then **Form with OneFormAI**. 2. Describe the form in a sentence, such as "A year-end tax planning questionnaire for business owners that sends them a planning memo". You can also attach an existing form, a photo or a PDF to build from. 3. Click **Build**. OneFormAI may ask **A few quick questions** first. Answer what you can. 4. Check the summary under **Your form is ready**, then click **Create form** (**Build it** when the form comes with steps that run after each response). ![The Create page, with the box to describe a form and the template options under it](https://app.oneform.si/media/a1ef127d-d8df-574c-8531-0bc5ade1fc56) Prefer to start from something ready-made? Under the box, click **a template** and then **Use template** on the one you want. See [Start from a template](https://oneform.si/help/forms/start-from-a-template/). ## 2\. Publish it A form built with OneFormAI opens on its launch screen, with a checklist under **Before you share it**. 1. Work through anything still marked to do, such as connecting Stripe for a paid report. 2. Click **Publish**. The form is now **Live**. 3. Under **Share it**, copy the link. From a template, the form opens in the editor instead. Click **Publish** at the top right. ## 3\. Fill it in yourself 1. Open the form's link in a new tab. 2. Answer the questions as a client would. Use an email address you can check, since that's where the report goes. 3. Submit the form. To look at the form without sending a response, click **Preview** in the editor. Answers in the preview aren't saved. ## 4\. Review the draft 1. Go to **Review** in the menu. The number next to it shows how many reports are waiting. 2. Open your report. It's ready as soon as OneFormAI finishes drafting it. 3. Read the draft and edit anything you'd like to change. 4. Click **Approve**. ![The Review page, with drafts waiting under To review](https://app.oneform.si/media/a3f3d405-2ba1-507f-8165-9014fe7a6a88) ## 5\. Send it 1. Click **Send**. 2. Check the details and click **Approve & send** (or **Send now** if you already approved it). 3. Open your inbox. The report arrives as an email with the PDF attached. ## Good to know - **Test responses are real responses.** They show on the **Responses** page and count toward your plan's responses for the month. Delete them when you're done if you like. - **Nothing goes out on its own.** Reports wait for review unless you turn on automatic sending for a form. See [Approve and send a report](https://oneform.si/help/reports/approve-and-send-a-report/). - **Change the report.** The form's **Report** tab holds the instructions OneFormAI follows. See [How AI reports work](https://oneform.si/help/reports/how-ai-reports-work/). ## Why didn't a report show up on the Review page? - **The form doesn't write reports.** Forms made as a plain **Form** (not **Form + Report**) collect answers only. Turn the report on in the form's **Report** tab. - **The response is waiting for room.** If your firm has used this month's responses, new ones wait until there's room. See [When you reach a plan limit](https://oneform.si/help/billing/when-you-reach-a-plan-limit/). - **It's still drafting.** Give it a minute, then refresh the page. ## Why can't I publish the form? Your plan may have no room for another live form. The message under **Publish** says so and links to the plans. See [When you reach a plan limit](https://oneform.si/help/billing/when-you-reach-a-plan-limit/). Was this article helpful? [← PreviousSet up your firm](https://oneform.si/help/getting-started/set-up-your-firm/)[Next →Find your way around](https://oneform.si/help/getting-started/find-your-way-around/) ## Related articles [FormsCreate a form with AIDescribe the form you need in a sentence, or attach an existing one, and OneFormAI builds the questions, logic and report for you.](https://oneform.si/help/forms/create-a-form-with-ai/)[FormsStart from a templatePick one of OneForm's ready-made tax checkups, with questions, logic and report instructions already written, and make it yours.](https://oneform.si/help/forms/start-from-a-template/)[FormsPublish a formTake a form live so its link and your website accept responses, see what's left to set up, and unpublish it to stop taking responses.](https://oneform.si/help/forms/publish-a-form/)[Sharing and embedsShare a form linkCopy your form's link, change the end of it, and check what clients will see before you send it.](https://oneform.si/help/share/share-a-form-link/) Still stuck? A person on the OneForm team reads every request. Mon–Fri, 9am–6pm ET. First reply within 1 business day. 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