All guides, by feature
Set up your monthly report template
Upload your monthly PowerPoint deck under Report templates, confirm what each slide is and where the figures go, then mark it ready once its check passes.
Before you start
- Who can do this
- Agency Owner or Admin
- Availability
- If AI Reports is enabled for your agency
- Where in Orbit
- Sidebar › Manage › Settings
Steps
Tick a step’s number when it’s done. We’ll remember where you were.
Open Settings, choose the Branding tab and scroll to .
Drop a .pptx on Upload a template. Orbit reads it and opens its setup page.
On Slides, check what Orbit thinks each slide is, then press Continue to fields.
On Fields, check where the figures go and press Looks right, next slide for each slide. Then press Run the check.
When the check passes, press Mark ready to use.
When it worked
Orbit confirms “Ready to use. Monthly decks are now built from this template.”
If something goes wrong
Orbit showsReport templates are PowerPoint files (.pptx). Save a Google Slides deck as .pptx first.
Save or download the deck as a .pptx file, then upload that.
Orbit showsThe sample deck did not pass. Open it to see why.
Open the template, correct the slides or fields the check points to, and run the check again.
Orbit showsNothing is wrong with your template; Orbit’s checker had a problem. Run the check again in a few minutes.
Wait a few minutes, then press Run the check again.
Orbit showsThat file is already uploaded; opening it.
Nothing to do. Orbit opens the template you uploaded before.
You can’t see Report templates.
It shows only where Orbit has switched on AI Reports for your agency.
How it works
Explainer: Report templates and brand templates
Branding has two kinds of template. Report templates are the PowerPoint deck Orbit builds monthly reports from. Deck & report templates are brand templates for Orbit’s other deck reports.
| Detail | Report templates | Deck & report templates |
|---|---|---|
| Used for | The monthly report deck | Orbit’s other deck reports |
| Files | .pptx only, up to 40 MB | .pptx, .docx or .xlsx, up to 40 MB |
| Kinds | Monthly deck | Deck, Report, One-pager or Email |
| Setup | Slides, Fields, then Check; then Mark ready to use | Review or edit the slots Orbit found |
| How many are used | One for the agency; a client gets its own only if its deck must look different | People pick one by its name |
| Who sets it up | Owner or Admin | Owner or Admin |
| Availability | Agencies with AI Reports | All agencies |
- A report template is used only after its sample deck passes the check. Putting one in use replaces the one before it.
- No deck of your own? Use Orbit’s layout builds Orbit’s standard deck in your brand kit’s colours and logo. A template you upload always wins over it.
- A slot is the exact name of a shape in the file. Orbit fills each slot when it builds.
- Brand template statuses read “Ready to use · N slots on N slides”, “Needs setup · N slots found on N slides”, “Needs setup · not scanned yet” or “No fillable fields found in this file”.
Explainer: What’s in the brand kit, and what uses it
The brand kit holds your logos, colours, fonts, conventions and writing guidelines. Orbit’s AI uses it when it builds decks and reports. It doesn’t change the colours of Orbit or your clients’ portal.
Decks can only be set in the fonts Orbit has installed: Inter, Roboto, Carlito, Liberation Sans, DejaVu Sans, Montserrat, Open Sans, Lato, Noto Sans, Caladea, Liberation Serif, DejaVu Serif, Noto Serif, Liberation Mono and DejaVu Sans Mono. Pick the closest, and record your real font under Custom…; that’s for reference only.
| Section | What you set |
|---|---|
| Logos | Reverse (on dark), Mark and Favicon. Your main logo is the Agency Logo above the kit. |
| Colours | Primary, Secondary, Accent, Ink and Surface as hex codes, plus Chart series colours in order. |
| Typography | A Heading, Body and Mono face, from the fonts decks can use. |
| Conventions | Date format, Currency, Week starts and Decimals. |
| Guidelines | Free text: tone, banned words, how to name things. |
| Deck & report templates | Branded .pptx, .docx or .xlsx files for Orbit to fill. |
- Logos save as soon as you upload them. Everything else saves only when you press Save brand kit.
- Logo slots take the same files as the agency logo: PNG, JPG, WebP or SVG up to 2 MB.
- A colour must be a hex code with its #, such as #1B6556. Anything else shows “Not a hex code”.
- Leave Chart series empty and charts use Orbit’s default colours.
- The Live preview is an approximation. The real deck is rendered by Orbit when it’s built.