Reports
How OneFormAI drafts each report, and how you review, approve and send it.
Set up a report
- How AI reports workFrom a client's answers to a finished report: what OneFormAI reads, what it writes, and how your team stays in control.
- Set up a report on a formTurn on reports for a form, choose an advice report or a document, and set its title, look and instructions.
- Write better report instructionsTell OneFormAI what to write, test it on a real response, and rate drafts so every report for the form gets better.
- Brand your reports, sign-off and disclaimerPut your logo, colors, contact details, sign-off and disclaimer on every report PDF and client email, and pick the PDF style.
- Taxpayer privacy notice and consent (IRC §7216)Show a taxpayer privacy notice on a form and ask clients for signed consent before their answers are used with AI or for other services.
Review and approve
Sending and delivery
- Send reports automaticallyLet a form's reports go to clients as soon as they're written, and see when OneForm still holds one back for a person to check.
- Schedule a report and send remindersPick when an approved report goes out, cancel a scheduled send, and remind clients who haven't opened their report.
- What your client receivesThe emails a client gets after filling in a form, what the report email and PDF contain, and where paid reports can be read online.
- OneAI Tokens and reportsWhat a report draft uses in OneAI Tokens, what's free, and what happens to new reports when your tokens run out.