Title: Approve and send a report | OneForm

> Approve a draft, email it to the client with the PDF attached, see whether it arrived, and resend it to the same or a new address.

Source: https://oneform.si/help/reports/approve-and-send-a-report/

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# Approve and send a report

Approve a draft, email it to the client with the PDF attached, see whether it arrived, and resend it to the same or a new address.

Reviewers and upUpdated October 22, 2026 · 2 min read

[Open Review ↗](https://app.oneform.si/reviews?help=approve-and-send-a-report)

A report goes to the client only once someone on your team approves it. You can approve first and send later, or do both in one step.

## Before you start

Reviewers, admins and owners can approve and send reports. The report needs a recipient email: check it on the **Delivery** tab.

## Approve and send

1. Open the draft from **Review**.
2. Read it through and make any changes.
3. Click **Send** in the top bar.
4. Check the subject and the address in the dialog.
5. Click **Approve & send**. If the report was already approved, the button says **Send now**.

![The dialog that confirms sending a report](https://app.oneform.si/media/1ce296ee-a274-519e-aa07-b3933abe2432)

The client gets the email with the report attached as a PDF. The report moves to the **Sent** tab.

To approve now and send later, click **Approve** instead. The report moves to **Approved**. Click **Back to review** if you change your mind. To pick a time, use the clock button next to **Send**. See [Schedule a report and send reminders](https://oneform.si/help/reports/schedule-a-report-and-reminders/).

## Check that it arrived

Click the **Activity** tab. Each email shows its status, such as **Sent**, **Delivered**, **Opened**, **Clicked**, **Bounced** or **Spam report**, with a timeline of what happened. Click **Refresh** to check again.

## Resend a report

1. Open the sent report.
2. Click **Resend** in the top bar.
3. Choose **Same address**, or **A different address** and type it.
4. To send future emails for this report to the new address too, tick **Also make this the report's recipient email**.
5. Click **Resend**.

The same report goes out again with the PDF, and shows as **Report resent** in **Activity**. You can also resend from **All reports**: open the **⋯** menu on a report and choose **Resend report**.

## Good to know

- **Paid reports go out once paid.** If a report is for sale and hasn't been paid for, the dialog asks **Send without charging?**, and sending it gives it away free. To charge for it, click **Approve** instead: an approved report goes out on its own when the payment arrives. See [Charge for a report](https://oneform.si/help/payments/charge-for-a-report/).
- **Sent means final.** A sent report can't be edited. Its page shows the version the client received.
- **There are daily sending limits.** OneForm limits how often one report can be emailed in a day, and how many new addresses your firm can email in a day. The message tells you when you've reached one.

## Why does it say the address bounced before?

An earlier email to that address couldn't be delivered, so it may be mistyped. Check the address on the **Delivery**tab. If it's right, click **Send anyway**.

## Why can't I send to this address at all?

The person marked an earlier email as spam, so OneForm won't email that address again. Ask them for another address. See [Unsubscribes and bounced emails](https://oneform.si/help/emails-and-notifications/unsubscribes-and-bounced-emails/).

## What does "Send failed" mean?

The email couldn't be sent. The report page says **The last send failed**, and the reason is on the **Activity** tab. Fix the problem, such as a wrong address, and click **Send** again. Your approval stays in place.

## Why is the Send button greyed out?

The report has no valid recipient email, or it's still being drafted. Add the email on the **Delivery** tab.

Was this article helpful?

[← PreviousReview and edit a draft report](https://oneform.si/help/reports/review-and-edit-a-draft/)[Next →Send reports automatically](https://oneform.si/help/reports/send-reports-automatically/)

## Related articles

[Review and edit a draft reportOpen a draft from Review, edit the report and its email, check the answers, re-draft it with a note, and rate it.](https://oneform.si/help/reports/review-and-edit-a-draft/)[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.Basic plan and up](https://oneform.si/help/reports/schedule-a-report-and-reminders/)[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.Pro plan and up](https://oneform.si/help/reports/send-reports-automatically/)[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.](https://oneform.si/help/reports/what-your-client-receives/)

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