All guides, by feature
Build an AI report
Pick a client, a date range, a report type and a template, then press Build report. Orbit notifies you when it’s ready to review.
Before you start
- Who can do this
- Anyone at your agency, for the clients in their Client Access
- You need
- AI Reports switched on for your agency.
- Availability
- If enabled for your agency
- Where in Orbit
- Sidebar › Workspace › Reports
Steps
Tick a step’s number when it’s done. We’ll remember where you were.
Open Reports and choose the AI Reports tab.
Under Build a report, choose the Client and a Date range: Last month, This month to date, Last quarter or Custom. The builder shows what it’s .
Choose a , then a Template. The monthly deck uses your report template automatically.
If you like, add Context for this report, such as budget moves or a promo window. It shapes the wording; figures always come from the data.
Press Build report.
When it worked
Orbit confirms “Build queued” and the report appears in [[Recent reports]]. Builds take 2–6 minutes; when it’s done you get a notification and a “… is ready” message with an [[Open]] button.
If something goes wrong
Orbit showsThis agency has no report template for the monthly deck yet. Use Orbit’s layout, or upload your own deck.
An Owner or Admin can press Use Orbit’s layout or Upload your own deck in the Template section.
A template is marked Needs setup.
It was uploaded but isn’t finished. Press Finish setup in Settings → Branding, or choose another template or No template.
Orbit showsNo clients are assigned to you yet.
Ask an Owner or Admin to give you access to clients in Team.
Orbit showsContext is over 2,000 characters.
Shorten it to 2,000 characters or fewer.
Orbit showsThat build could not be started
Check your connection and press Build report again.
How it works
Explainer: What AI Reports builds, and from what
AI Reports builds three kinds of report from a client’s Performance numbers, compared with the period immediately before. The monthly deck always uses a report template; the others use a brand template or Orbit’s own layout.
| Report type | File | Layout |
|---|---|---|
| Monthly performance deck | .pptx | The client’s report template, or else your agency’s |
| Monthly performance report | .docx | A brand template marked Ready to use, or No template |
| Client one-pager | .pptx | A brand template marked Ready to use, or No template |
- Each report compares your window with the same number of days immediately before it. October 1–31 is compared with August 31–September 30, not September. The builder shows it next to Compared with.
- Figures always come from the client’s Performance data. Context for this report shapes the wording only.
- The deck uses the report template’s slides, colours and fonts. Brand templates uploaded on the Branding tab aren’t used for it.
- With No template, Orbit lays the report out from your brand kit.
- A template marked Needs setup can’t be used until it’s finished in Settings › Branding.
- Report templates are set up by Owners and Admins in Settings › Branding › Report templates, or for one client on that client’s Brand tab.
- With no report template, Owners and Admins can press Use Orbit’s layout or Upload your own deck in the builder. Managers and Specialists don’t see the monthly deck until one exists.
Explainer: AI report statuses and review badges
Each report in Recent reports shows where it is, from Queued to Sent to client, and what Orbit’s automated reviewer found in it.
| Badge | What it means |
|---|---|
| Queued, Building | Waiting to start, or running. Stages go from “Gathering figures” to “Reviewing slides”. |
| Ready for review | Built, and internal only until someone approves it. |
| Awaiting approval | Someone asked for approval. An Owner, Admin or Manager approves or declines it. |
| Sent to client | Approved and delivered. It can’t be unsent. |
| Failed | The build didn’t finish. The reason shows on the card. |
| Reviewed | The reviewer found nothing to fix. |
| Reviewed · n fixed | The reviewer found issues and fixed them. |
| Reviewed · n open | Issues are still open. Check them before sending. |
| Not reviewed | The reviewer didn’t run. That isn’t the same as passing. |
| Approved | Shown on reports that have been sent. |
- Filter the list with All clients, All types, and All, Needs review, Sent or Mine.
- The list shows the 20 most recent reports.
Explainer: Who can build, send and remove AI reports
Anyone at your agency can build an AI report for the clients they can see. Only Owners, Admins and Managers can approve and send one; Specialists ask for approval instead.
| Action | Owner and Admin | Manager | Specialist |
|---|---|---|---|
| Build a report | Yes | Yes | Yes |
| Approve & send | Yes | Yes | No, asks for approval |
| Decline a request | Yes | Yes | Only their own |
| Cancel a build | Only their own | Only their own | Only their own |
| Discard a report | Yes, until sent | Yes, until sent | Yes, until sent |
| Set up report templates | Yes | No | No |
- There’s no delete for AI reports. Discard hides a report from the list; it stays in the run history.
- Asking for approval notifies every Owner, Admin and Manager who can see that client, except the person asking.
- Everyone sees only the clients in their Client Access.
- AI Reports is only on for agencies where Orbit has switched it on.