D · Reports and document generation
Data-driven recurring reports
A recurring report binds approved documents, tables, database fields, and calculation rules into a versioned definition. Every run rechecks the current source reference snapshot and missing/conflicting states.
- Version
- 1.5.1
- Editions
- Standard · Pro
- Last verified build
1.5.1-private-commercial-r12
If the app is not installed, the link falls back to the safe download guide. It carries no file path, question, account, token, or evidence text.
WHEN TO USE IT
When this task is useful
A recurring report binds approved documents, tables, database fields, and calculation rules into a versioned definition. Every run rechecks the current source reference snapshot and missing/conflicting states.
PREPARE
Check these items before you start
Prepare the reporting period, data sources, required sections, calculations, and output folder.
STEP BY STEP
Complete these steps in order
Prepare the reporting period, data sources, required sections, calculations, and output folder.
Create a recurring-report definition and preview sources, fields, template, and run cadence.
Confirm that each figure has calculation source reference and a source locator and that missing sections are explicit.
Critical values match between preview and final output, and run history remains in the local usage history.
FOR EXAMPLE
Installed synthetic ESG Demo
These files and values are automatically verified against the synthetic Demo shipped with Orbivell; they are not personal or company data.
- Files
- ESG_Report_2025.pdf, Emission_Data_2024_2025.xlsx
- Question
- What are the Scope 1 and Scope 2 emissions, and where are they located?
- Orbivell result
- Orbivell shows Scope 1 at 1,110 tCO2e and Scope 2 at 2,640 tCO2e as separate claims linked to a document page or spreadsheet cell.
- User action
- Open each source location, then adopt only the claims you verified.
- Final result
- Only the two adopted figures enter the ESG status draft, and the source files remain unchanged.
CHECK THE RESULT
How to know the task is complete
- Confirm that each figure has calculation source reference and a source locator and that missing sections are explicit.
- Critical values match between preview and final output, and run history remains in the local usage history.
EVIDENCE STATE AND NEXT ACTION
Read the state, then make the decision
Even a source-confirmed item should be adopted only after opening its source location. Partial, conflicting, missing, and review-needed items are never silently finalized; choose the appropriate next action: open the source, correct a value, add a source, or exclude the item.
LOCAL/EXTERNAL AI AND COST
Review transfer and cost before execution
Local only
Indexing, keyword search, opening sources, and reviewing existing results can run without external requests or external-processing credits.
When external processing is selected
Orbivell shows the external-processing service, excerpt scope, estimated credits, and maximum, and sends only after one-time approval. Actual usage is reconciled with a tamper-evident usage history.
LIMITS AND ERRORS
What Orbivell does not silently finalize
Runs are not guaranteed while the app is closed. External schedulers and server orchestration are outside the personal edition.
Error or state code: REPORT_EVIDENCE_INCOMPLETE
If the state repeats, follow the next action shown in Status. Do not alter the source or delete failure records; request support with a redacted diagnostics bundle.