# Report Types

Instead of generating reports manually, you can configure Daxium-Air to produce and deliver them automatically. There are two types of automated reports.

## Automatic reports

Automatic reports generate your template as soon as a trigger condition is met. They are typically used when you want to generate one separate file per submission — for example, every time a submission is created or updated.

## Scheduled reports

Scheduled reports generate periodically (daily, weekly, monthly) and use **Listing mode** to compile data from multiple submissions into a single file. They are typically used for summary or aggregation reports sent to a team on a regular basis.

***

## Common setup

Both report types share the same initial configuration. Open the report template configuration, then complete the following steps.

1. **Rename** the output file.
2. **Select a format** (Word, Excel, PowerPoint).
3. **Set a time zone.**
4. Optionally **choose a** [**condition**](/user-documentation/build/building-forms/conditions.md) to limit which submissions are included. By default, generation runs on all submissions in the configured period.
5. To **send the generated report by email**, fill in the **Email** and **Recipient** fields.

![](/files/LD6Gvq44p9sA4KUV2wRj)

The **\</> Edit** button lets you insert form field values into the email subject or body.

![](/files/JCk0g1DwhflY0tSrwtfg)

![](/files/AdH0UqrvywHYB40eaRGL)

![](/files/8kOe0GSnFa982vRdZnUD)

Once the common setup is complete, configure the type-specific settings on the child page:

* [Scheduled Reports](/user-documentation/build/building-the-reporting/report-types/scheduled-reports.md) — define the period and frequency
* [Automatic Reports](/user-documentation/build/building-the-reporting/report-types/automatic-reports.md) — define the trigger event


---

# Agent Instructions: 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:

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

The question should be specific, self-contained, and written in natural language.
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.