Title: Reports · Help Center | OneForm

> How OneFormAI drafts each report, and how you review, approve and send it.

Source: https://oneform.si/help/reports/

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1. [Help Center](https://oneform.si/help/)
2. Reports

# 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.](https://oneform.si/help/reports/how-ai-reports-work/)
- [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.](https://oneform.si/help/reports/set-up-a-report/)
- [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.](https://oneform.si/help/reports/write-a-better-report-prompt/)
- [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.](https://oneform.si/help/reports/report-branding-sign-off-and-disclaimer/)
- [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.](https://oneform.si/help/reports/taxpayer-consent-for-ai-section-7216/)

## Review and approve

- [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/)
- [Approve and send a reportApprove 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.](https://oneform.si/help/reports/approve-and-send-a-report/)

## 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.](https://oneform.si/help/reports/send-reports-automatically/)
- [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.](https://oneform.si/help/reports/schedule-a-report-and-reminders/)
- [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/)
- [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.](https://oneform.si/help/reports/oneai-tokens-and-reports/)

Still stuck?

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[Open a support case](https://oneform.si/contact/?topic=support)[Report a bug in the app](https://app.oneform.si/ideas?view=feedback)[hello@oneform.si](mailto:hello@oneform.si?subject=OneForm%20support)

[Overview](https://oneform.si/help/)

Topics

- [Getting started](https://oneform.si/help/getting-started/)
- [Forms](https://oneform.si/help/forms/)
- [Sharing and embeds](https://oneform.si/help/share/)
- [Responses and leads](https://oneform.si/help/responses-and-leads/)
- [Reports](https://oneform.si/help/reports/)

  - [How AI reports work](https://oneform.si/help/reports/how-ai-reports-work/)
  - [Set up a report on a form](https://oneform.si/help/reports/set-up-a-report/)
  - [Write better report instructions](https://oneform.si/help/reports/write-a-better-report-prompt/)
  - [Brand your reports, sign-off and disclaimer](https://oneform.si/help/reports/report-branding-sign-off-and-disclaimer/)
  - [Taxpayer privacy notice and consent (IRC §7216)](https://oneform.si/help/reports/taxpayer-consent-for-ai-section-7216/)
  - [Review and edit a draft report](https://oneform.si/help/reports/review-and-edit-a-draft/)
  - [Approve and send a report](https://oneform.si/help/reports/approve-and-send-a-report/)
  - [Send reports automatically](https://oneform.si/help/reports/send-reports-automatically/)
  - [Schedule a report and send reminders](https://oneform.si/help/reports/schedule-a-report-and-reminders/)
  - [What your client receives](https://oneform.si/help/reports/what-your-client-receives/)
  - [OneAI Tokens and reports](https://oneform.si/help/reports/oneai-tokens-and-reports/)
- [Payments](https://oneform.si/help/payments/)
- [Bookings](https://oneform.si/help/bookings/)
- [Workflows](https://oneform.si/help/workflows/)
- [Integrations](https://oneform.si/help/integrations/)
- [Emails and notifications](https://oneform.si/help/emails-and-notifications/)
- [Team and account](https://oneform.si/help/team-and-account/)
- [Plans and billing](https://oneform.si/help/billing/)
- [Privacy and security](https://oneform.si/help/privacy-and-security/)
- [Troubleshooting](https://oneform.si/help/troubleshooting/)

For your clients

- [For your clients](https://oneform.si/help/for-clients/)

[Glossary](https://oneform.si/help/glossary/)[FAQ](https://oneform.si/help/faq/)[Developer docs](https://oneform.si/developers/)[Contact support](https://oneform.si/contact/?topic=support)