Report Types

Overview of the different ways to generate and deliver reports automatically in Daxium-Air.

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.

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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 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.

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

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

• Scheduled Reports — define the period and frequency
• Automatic Reports — define the trigger event