> 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

Create report templates in Word, Excel or PowerPoint for your Daxium-Air data.

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:

![](https://2070467688-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhifC5lkPdiB9lhTGThXK%2Fuploads%2Fgit-blob-58e4704f521c0a9b6a829a9df34c4325f83a897e%2Fdda3d7_3948b03d4f884eaf8c72bf8185f9829d~mv2.png?alt=media)

![](https://2070467688-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhifC5lkPdiB9lhTGThXK%2Fuploads%2Fgit-blob-94cd21ae43d4b2c6f84ed44bda4a1f8f95844bf7%2Fdda3d7_8016feccb6d744e5b55ea455e85066ba~mv2.png?alt=media)

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 by asking a question.

Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters:

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

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case.

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.
