> For the complete documentation index, see [llms.txt](https://www.center.daxium-air.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://www.center.daxium-air.com/user-documentation/build/building-the-reporting/report-templates.md).

# Report Templates

Report templates define the layout and content of your generated documents. Daxium-Air supports three formats: Word, Excel, PPT. All three can also be converted to PDF.

## Add a report template in Daxium-Air

Go to Settings > Report, then click "New" at the top right:

![](/files/IMP7XjJaq4u4xE8NeHw6)

![](/files/dP9Xh4HSzByyx57aXyhB)

Select the form to link to this report template, then select the format and upload your template file.

The "Listing mode" box will allow you to generate a report for several submissions at the same time. This mode is preferred for [Excel reports](/user-documentation/build/building-the-reporting/report-templates/excel.md). See also [Scheduled Reports](/user-documentation/build/building-the-reporting/report-types/scheduled-reports.md) for periodic listing generation.

Once these steps are completed, save the template — it will appear in the list of templates.

To learn how to generate a report from your submissions, see [Generate a report](/user-documentation/use/views/actions-from-views/generate-a-report.md).


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://www.center.daxium-air.com/user-documentation/build/building-the-reporting/report-templates.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.