All guides, by feature

Ask for approval to send an AI report

3 stepsUpdated 13 Oct 2026

Specialists can’t send reports to clients. Open your finished report and press Request approval; an Owner, Admin or Manager then approves it.

Before you start

Who can do this: Agency Specialist
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.

When your build is ready, press Open on the “… is ready” message, or open its notification from the bell.
Look through the pages and the .
Press Request approval.

When it worked

Orbit confirms “Sent for approval”: “An admin or manager has been notified. Nothing reaches the client until they approve.” The report shows [[Awaiting approval]].

If something goes wrong

There’s no Request approval button.
It shows only on reports that are Ready for review. A report that’s already awaiting approval or sent can’t be asked for again.
Orbit showsCould not ask for approval
Try again in a moment.

How it works

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.

AI Reports actions by System Role
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.

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.

Badges in Recent reports
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.