Every consultant knows the Sunday night before a board meeting — the hours spent stitching a
progress deck together from emails, spreadsheets, and half-remembered updates. Ciclo gives those
hours back. A professional, board-ready report — drawn from live data, not manual inputs —
generated in under a minute and shareable in one click.
On the Reports page, select Create New Report. (Full mechanics in
Reports.)
Start from the Reports page
2
Choose the questions, period, and teams
Pick the questions the report should answer — What is progressing well? Where are the trouble
spots? Are our KPIs tracking to target? — add your own custom question, set the reporting
period (e.g. the previous quarter), and select the teams to include. For a board report,
that’s usually all teams. You can also attach supporting documents — financial
spreadsheets, KPI trackers, meeting transcripts — to sharpen the analysis.
Selecting report questions and scope
3
Generate
Select Generate. The AI pulls from live strategy data — initiatives, KPI results, actions
completed — and synthesises it into a structured executive summary. Not a blank template, not
a copy-paste job, and not the hallucinated filler a general-purpose AI would produce — a real
report written from real data.
The finished executive report
4
Share it
Select Share, choose the stakeholders to give access to, and set their role to
Viewer (read-only). They receive an email with a link to the live report, with an
optional personal message from you.
Sharing a report with a stakeholder
Reports are shared with members of the organisation, so a board member needs a Ciclo login
to read one. Add them as a user first (a Member role on no teams is enough — see
Inviting your team), then share the report with
Viewer access. The shared report stays live and current.
