Using Cognify for Executive Reporting

Executive teams do not need more dashboards — they need answers, context, and recommendations. Cognify’s Executive Reporting mode generates board-ready reports that combine data analysis with plain-language narrative. This tutorial shows you how to set it up.

What You Will Learn

How to create executive report templates in Cognify
How to configure data sources and KPIs for reports
How to schedule automated report generation
How to customize narrative tone and detail level

Prerequisites

Multiple data sources connected and syncing
Familiarity with Cognify basics

Step 1: Create a Report Template

In Cognify, click Reports > + New Template. A template defines the structure of your executive report:

Report name — e.g., "Monthly Board Report"
Sections — each section covers a business area
Audience — determines language complexity and detail level

Step 2: Define Report Sections

Add sections that map to your business priorities. A typical executive report includes:

1. Executive Summary      → AI-generated overview
2. Revenue & Growth        → KPIs + trend analysis
3. Customer Metrics         → Acquisition, retention, NPS
4. Operational Health       → Pipeline, support, SLAs
5. Risks & Recommendations → AI-identified concerns

For each section, select the relevant data sources and define the key metrics Cognify should analyze.

Step 3: Configure the Narrative

Cognify does not just show numbers — it writes the narrative. Configure the tone:

Board-level: High-level insights, no jargon, focus on strategy
Management-level: More detail, tactical recommendations
Analyst-level: Full detail, methodology notes, data caveats

Example narrative: “Revenue grew 14% MoM to $2.1M, driven primarily by enterprise expansion (+$180K from upsells). However, self-serve churn increased to 4.2% — a leading indicator that warrants investigation before it impacts Q3 forecasts.”

Step 4: Add Comparisons and Benchmarks

Make reports more powerful with context:

Period-over-period: This month vs last month, this quarter vs same quarter last year
Target vs actual: Compare against your budget or OKR targets
Forecasts: AI-projected values for the next period based on trends

Step 5: Schedule and Distribute

Click Schedule to automate report generation:

Frequency: Weekly, bi-weekly, or monthly
Format: PDF, interactive web link, or email digest
Recipients: Add individual emails or distribution lists
Review gate: Optionally require your approval before distribution

Step 6: Iterate Based on Feedback

After the first report goes out, gather feedback. Common adjustments:

Add or remove sections based on what the board actually discussed
Adjust detail level (executives usually want less, not more)
Add specific comparisons or benchmarks they asked about

Cognify learns from these adjustments. Over time, reports become more relevant with less manual configuration.

Conclusion

Cognify’s Executive Reporting replaces hours of manual report building with AI-generated, narrative-driven insights. Combined with Copilot Dexi for ad-hoc questions and Visualization Studio for interactive exploration, your leadership team has everything they need to lead smarter and decide faster.