Every month I have to send a particular email to a client. The recipients and wording is the same each month, but I have to update a list of reports that I'm requesting, and update the time periods. What I would like to do is create a form with check boxes for the reports and drop down lists for the months. When I created a form like this and saved it as a template, it would not appear in the reading pane and it would not appear in the reply, but it would appear when they open the email.

Am I using the correct feature to do what I want to do? If I am, how can I make it appear in the reading pane?

Thanks!