> ## Documentation Index
> Fetch the complete documentation index at: https://help.ciclostrategy.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Reporting that impresses boards

> Generate a board-ready executive report from live data in under a minute — then share it with stakeholders in one click.

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## Why this matters

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.

## Generate and share a board report

<Steps>
  <Step title="Create a new report">
    On the **Reports** page, select **Create New Report**. (Full mechanics in
    [Reports](/features/reports).)

    <Frame caption="Start from the Reports page">
      <img src="https://mintcdn.com/ciclostrategy-5e0b62a7/5EzzHphZe_q9Bxhi/images/consultants/board-reporting/create-report.png?fit=max&auto=format&n=5EzzHphZe_q9Bxhi&q=85&s=d09ac3e6e6585bebc40eb5516002e0f9" alt="The Reports page with the Create New Report button" width="1400" height="863" data-path="images/consultants/board-reporting/create-report.png" />
    </Frame>
  </Step>

  <Step title="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.

    <Frame caption="Selecting report questions and scope">
      <img src="https://mintcdn.com/ciclostrategy-5e0b62a7/5EzzHphZe_q9Bxhi/images/consultants/board-reporting/report-questions.png?fit=max&auto=format&n=5EzzHphZe_q9Bxhi&q=85&s=226b6b18ab941da7e9503c333e66d3f8" alt="Selecting report questions, time period, and teams" width="1400" height="1061" data-path="images/consultants/board-reporting/report-questions.png" />
    </Frame>
  </Step>

  <Step title="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.

    <Frame caption="The finished executive report">
      <img src="https://mintcdn.com/ciclostrategy-5e0b62a7/5EzzHphZe_q9Bxhi/images/consultants/board-reporting/completed-report.png?fit=max&auto=format&n=5EzzHphZe_q9Bxhi&q=85&s=e32e0266f68492b555d452b457d30228" alt="A completed executive report" width="1400" height="887" data-path="images/consultants/board-reporting/completed-report.png" />
    </Frame>
  </Step>

  <Step title="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.

    <Frame caption="Sharing a report with a stakeholder">
      <img src="https://mintcdn.com/ciclostrategy-5e0b62a7/5EzzHphZe_q9Bxhi/images/consultants/board-reporting/share.png?fit=max&auto=format&n=5EzzHphZe_q9Bxhi&q=85&s=8bd3e1b1edbee41625795e004af86151" alt="Sharing a report with Viewer access" width="1400" height="1061" data-path="images/consultants/board-reporting/share.png" />
    </Frame>
  </Step>
</Steps>

<Note>
  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](/getting-started/inviting-your-team)), then share the report with
  **Viewer** access. The shared report stays live and current.
</Note>

## The value you're delivering

* **Give back your Sundays** — board-grade reports in under a minute, from live data.
* **Raise the floor on every deliverable** — consistent, professional quality for every client,
  every period.
* **Frictionless for stakeholders** — share with Viewer access and the report stays live and
  up to date; no decks to re-send.

## Related

<CardGroup cols={2}>
  <Card title="Reports" icon="file-lines" href="/features/reports" />

  <Card title="The consulting value of reports" icon="lightbulb" href="/consultants/reports-value" />

  <Card title="Keep clients accountable" icon="bell" href="/consultants/client-accountability" />

  <Card title="Deep Research" icon="magnifying-glass-chart" href="/consultants/deep-research" />
</CardGroup>
