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Overview

The Reports page is where you create and manage AI-generated reports that summarise progress across your organisation — strategic goal alignment, initiative progress, KPI performance, and other key insights, synthesised into a shareable narrative. Use them to understand what’s working, prioritise effort, audit data quality, and align teams.
The Ciclo Reports page

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Create a report

1

Open the Reports section

Choose Reports in the sidebar, then Create New Report. (The first time, the page will be empty.)
Creating a new report
2

Set up your report parameters

In the dialog:
  • Title — a clear, recognisable name.
  • Questions to include — toggle prompts like What is progressing well?, Where are my trouble spots?, What’s impacting my strategic goals?, Are my KPIs tracking to target?
  • Custom query — ask a strategic question, e.g. “What is the one project I should prioritise above all else?”
  • Teams — all teams (default) or specific ones.
  • Reporting period — current quarter, previous quarter, current year, or a custom date range.
These options shape what the AI analyses, tailoring the report to your questions, data scope, and audience.
3

Let the AI process the report

Generation takes a minute or two — you can work elsewhere in the platform while it runs.

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Review the completed report

A finished report includes these sections:
An executive summary of what’s going well, trouble spots, and goal progress.
Warnings where data might be missing or incomplete.
Detects shifts in focus or activity.
Highlights momentum, plus stalled actions or misaligned KPIs.
Filter by period or team and toggle views.
The AI’s answer to your question, and each goal marked on track, at risk, or off track based on your activity.
A completed report

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Edit, share, and schedule

1

Edit the narrative

Click Edit to refine the AI-generated text — add commentary or correct anything the AI misunderstood — then save to finalise the version.
Editing a report
2

Share with your team

Reports are private by default. Click Share and grant access as Viewer (read-only) or Editor (can edit and share), with an optional personalised email message.
3

Schedule regular updates

Use Schedule (from the report list or inside a report) to set a frequency and date range. Ciclo regenerates the report on that cadence and shares it automatically with the same people.
Scheduling a report
Enrich a report with a Deep Research report for deeper, AI-generated analysis and external context. For consultants, scheduled reports are a simple way to keep clients engaged between sessions — see Demonstrating report value.

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Best practices

  • Ask specific questions — better input gives better AI answers.
  • Use a regular schedule — establish a cadence to track momentum.
  • Review data quality — clean, complete data produces accurate insights.
  • Bring reports into reviews — use them in quarterly and monthly planning.

Deep Research

Performance & KPIs

Board reporting for clients

Strategy