> For the complete documentation index, see [llms.txt](https://help.boomerang3.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.boomerang3.com/boomerang-3-user-manual/automatic_reports/create_automatic_report.md).

# Create automatic report

Create an automatic report to receive scheduled PDF reports by email.

{% hint style="info" %}
Available report types depend on your user rights.

Report layouts match the manual reports described in [Dashboard reports](/boomerang-3-user-manual/dashboard/reports.md).
{% endhint %}

{% stepper %}
{% step %}

### Open Automatic Reports

Click **Automatic Reports** in the navigation pane.

![](/files/eooqpBSaxzK84GrTEtCZ)
{% endstep %}

{% step %}

### Create a new report definition

Click **Create Automatic Report**.

![](/files/dNt0GIX3MYEL41k3Fwhl)
{% endstep %}

{% step %}

### Select the report type and scope

Select the **Report Type**.

Options include Audit, System Group, Division, Group, and Object.

Some types may not be available for users with lower access rights.

![](/files/sm8XhrlnxnhAMUQ1fdKf)

Depending on the report type, additional selection fields are shown.

For **Group** reports, a list of groups is shown.

![](/files/Hdo0FBBR3fkDViGQI9bI)

For **Object** reports, a list of measuring points (MPs) is shown.

![](/files/ojuhPxcHSmmO1yurRnHu)

Choose **All** or select the items to include in the report.

![](/files/k3C9RAFHIIgL6NNfun7Z)
{% endstep %}

{% step %}

### Name and schedule the report

Enter the report name.

![](/files/2i1MijRlFagBuXsCqp31)

Select the report frequency: **Daily**, **Weekly**, or **Monthly**.

For weekly and monthly reports, select the day (weekly) or date (monthly).
{% endstep %}

{% step %}

### Create and sign

Click **Create** and complete the signature form. See [Sign](/boomerang-3-user-manual/common_elements/sign.md).

The report definition is created.

![](/files/E51UuX5nnv9RcpovsSqT)
{% endstep %}
{% endstepper %}

The system sends reports according to the schedule.

Report layouts are described in [Dashboard reports](/boomerang-3-user-manual/dashboard/reports.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://help.boomerang3.com/boomerang-3-user-manual/automatic_reports/create_automatic_report.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.
