Title: Set up a report on a form | OneForm > Turn on reports for a form, choose an advice report or a document, and set its title, look and instructions. Source: https://oneform.si/help/reports/set-up-a-report/ --- 1. [Help Center](https://oneform.si/help/) 2. [Reports](https://oneform.si/help/reports/) 3. Set up a report on a form [View as Markdown](https://oneform.si/help/reports/set-up-a-report.md) # Set up a report on a form Turn on reports for a form, choose an advice report or a document, and set its title, look and instructions. Admins and ownersUpdated October 22, 2026 · 3 min read [Open your forms ↗](https://app.oneform.si/forms?help=set-up-a-report) Each form has a **Report** tab where you decide what every response turns into: an advice report written by OneFormAI, a document such as an engagement letter, or a PDF you upload. Changes save automatically. ## Before you start You need to be an admin or owner to change a form. The form should ask for the person's email (an **Email** or **Contact info** question), so OneForm knows where to send the report. ## Turn on reports 1. Go to **Forms** and open the form. 2. Click the **Report** tab at the top. 3. Click **Turn on reports**, or use the switch in the top-right corner so it says **On**. ![A form's Report tab](https://app.oneform.si/media/5e9b0591-0034-5df6-8a38-34b1452d3a50) ## Choose what each response becomes 1. Under **Your report**, pick **Advice report** or **Document**. 2. For a document, pick its type from the list next to it: for example **Engagement letter**, **Proposal / quote**, **Tax organizer**, **Document request list** or **Memo / letter**. 3. Click the large title and type the name clients will see, like "Your 2026 Tax Savings Plan". It's the heading of the report and part of the email subject, shown just below it. 4. Next to **Each response gets**, choose: - **A report written by OneFormAI**: a new report for each person, from your instructions and their answers. - **A PDF you upload**: everyone who completes the form gets the same file. Upload it, and add a line or two for the email if you like. 5. Under **Button in the email**, choose what the client is invited to do next: **Book a call (your booking link)**, **Open another form**, or **No button**. You can change the button text. ### Extra choices for documents - **Who receives it?** Choose **The person who filled the form**, or **Only our team (no confirmation email)** for internal records. - **Write it with OneFormAI**: turn it off to lay the answers out neatly instead, which suits invoices and records. ## Finish the setup The rest of the tab walks you through, in order: 1. **How the PDF looks**: pick a style. See [Brand your reports, sign-off and disclaimer](https://oneform.si/help/reports/report-branding-sign-off-and-disclaimer/). 2. **Instructions and a sample report**: tell OneFormAI what to write, then try it on a real response. See [Write better report instructions](https://oneform.si/help/reports/write-a-better-report-prompt/). 3. **How reports go out**: **Review before sending** or **Send automatically**. See [Send reports automatically](https://oneform.si/help/reports/send-reports-automatically/). 4. **Sell this report**: charge for it if you want to. See [Charge for a report](https://oneform.si/help/payments/charge-for-a-report/). 5. **Gets better as you rate**: the rules OneFormAI has learned from your ratings. ## Good to know - **Forms built with OneFormAI come with an idea for the report.** The first time you open the **Report** tab, OneFormAI writes the full instructions from that idea. - **Changes apply to new drafts.** Drafts already waiting in **Review** keep what they were written with. Re-draft one to use your new settings. - **Turning reports off** stops new drafts. Reports already made stay in **Review** and **All reports**. ## Why does it say the form doesn't ask for an email? The **How reports go out** step shows this when the form has no **Email** question and no **Contact info** question with an email in it. Reports still get drafted, but each one needs a recipient typed in by hand before it can be sent. Add an email question to the form to fix it. ## Why can't I change the Report tab? Only admins and owners can change forms. Reviewers and viewers can read the tab but not save changes. See [Roles and permissions](https://oneform.si/help/team-and-account/roles-and-permissions/). Was this article helpful? [← PreviousHow AI reports work](https://oneform.si/help/reports/how-ai-reports-work/)[Next →Write better report instructions](https://oneform.si/help/reports/write-a-better-report-prompt/) ## Related articles [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/)[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/)[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/) Still stuck? A person on the OneForm team reads every request. Mon–Fri, 9am–6pm ET. First reply within 1 business day. [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)