All guides, by feature
Upload a brand template for decks and reports
Upload a branded .pptx, .docx or .xlsx under Deck & report templates, then confirm the slots Orbit should fill.
Before you start
- Who can do this
- Agency Owner or Admin
- 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 .
Pick its Kind: Deck, Report, One-pager or Email. Type a Name; that’s what people pick from later.
Press Upload template and choose a .pptx, .docx or .xlsx up to 40 MB.
Press Review slots to see the shapes Orbit found, remove any that are only decoration, and press Save slots.
No slots found? Press Edit slots and add them by hand, using the exact names of the shapes in your file.
When it worked
Orbit confirms “Template is ready to use.” and the template reads Ready to use, with its slot and slide count.
If something goes wrong
Orbit showsName the template first — that name is what people pick from later.
Type a Name, then press Upload template.
Orbit showsOnly .pptx, .docx and .xlsx files can be uploaded.
Save the file as .pptx, .docx or .xlsx and upload it again.
Orbit showsThat file is 52 MB. Templates can be up to 40 MB; compressing the pictures in PowerPoint usually gets a deck there.
Compress the pictures in PowerPoint, save, and upload it again.
Orbit showsNo fillable fields found in this file
Press Edit slots and add slots by hand, using the exact names of the shapes in your file.
Orbit showsKeep at least one slot to make this template usable.
Keep at least one slot, then press Save slots.
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.