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.
Choose Reports in the sidebar, then Create New Report. (The first time, the
page will be empty.)
Create 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.
Additional data (optional) — upload supporting files (financial spreadsheets,
KPI trackers, status updates, meeting transcripts) to enrich the analysis; documents
are deleted once processed.
Reporting period — previous week, month, quarter (the default), or year; current
month, quarter, or 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.
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's text
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.
Schedule a report to regenerate and share automatically
Consultant (partner) accounts can 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.
Alongside the progress and deep research reports above, the Reports page also lists your teams’ Strategy
Assessments. A Strategy Assessment is the scorecard generated from the
Strategy page: it rates your strategy across four dimensions — are the
key elements present, is it coherent, are goals clear and measurable, and is it actionable? —
each marked poor, average, good, or excellent, with positives, areas to improve, and
recommendations.
One per team — each team with a generated assessment appears as its own row, named
Strategy Assessment — .
View-only here — open an assessment to read it, but assessments can’t be shared,
scheduled, or deleted from the Reports page; those actions apply to progress and deep research reports only.
Stale badge — if a team’s strategy has changed since its assessment was generated, the
row is marked Stale. Re-run the assessment from the
Strategy page to refresh it.
Visibility follows your team access: organisation administrators see every team’s assessment,
while everyone else sees assessments only for the teams they belong to.
