Business Tools
Build an annual report portal
Kliv is an AI app builder. Describe your annual report process, chapter owners, figures, sign-offs, embargo, archive, and reminders, and it builds the portal.
Just enter your idea into the text box and AI will build it for you
What is Kliv?
Kliv isn’t a shared-drive replacement with a fixed workflow — it’s an AI app builder that builds software for you.
You describe the app you need in plain words, and Kliv builds it: the database, editor screens, approval flows, permissions, reminders, public pages, archive, and publishing schedule. What you get is a real web app that’s yours, live on your own domain, and you can keep changing it by asking for changes.
On this page, that app is an annual report portal. Kliv builds all kinds of web apps; business portals are one example.
Why build your own annual report portal?
Report season often runs on a shared drive, a deadline spreadsheet, and an inbox full of conflicting versions. None of that enforces who owns a chapter, which figures are final, or what “signed off” means.
Kliv builds a portal around the report process. Chapters, figures, approvals, auditors, embargoes, archives, and reminders are all records and workflows inside the same app.
What goes to print
These are the records a report portal needs to keep.
Chapters and owners
Every chapter has an owner, deadline, and state: drafting, in review, or signed off. The contents dashboard reads those states.
The figures registry
Every number in the report references a source row. When finance restates capex, the figure changes once and every page that cites it follows.
Sign-offs
Approval is a state change that records who approved and when. A chapter cannot skip from drafting to signed off.
The embargo
The finished report stays hidden from the public until the scheduled hour. Publishing is a job the portal runs, not a task someone remembers.
The archive
Past reports keep their URLs. Next year can start from this year’s structure instead of a blank page.
An example: Annelie’s water utility report
Here’s how one organization might use it. It’s only an example — you would describe your own chapters, approvals, and publication rules.
Last year’s structure becomes this year’s work
Chapter rows are cloned, owners are attached, and deadlines are set. A Monday digest tells each owner what is due and late.
Figures update from the registry
Finance loads final numbers. Draft pages that cite them update, and two chapters still pointing to last year’s tariff are flagged by name.
Reviews become signed states
Legal reads the risk chapter, the CFO reads the accounts, and each approval lands with a name and date. Silence is not treated as approval.
Auditors read without editing
The audit firm signs in with accounts that can read everything and change nothing. Their questions attach to the relevant chapters.
The report publishes at the fixed hour
At 09:00 on the general-meeting date, the public site goes live on the utility’s domain. Last year’s report stays at its old address.
Describe what you want to build
Kliv builds from your description, so the more detail you give, the closer the first version. Describe chapters, owners, source figures, approvals, embargoes, archive rules, and reminders. Here are three to build on:
Nonprofit impact report
Program sections and donor figures from one registry.
“Build an annual report portal for our nonprofit impact report. Program leads own sections with deadlines, donor figures pull from a single registry, the executive director signs off final chapters, and the finished report publishes to our own domain with past years kept online.”
University annual review
Many contributors, image permissions, and dean sign-off.
“Build an annual review portal for a university faculty with 50 contributors, image permissions tracked per photo, dean sign-off by section, weekly overdue reminders, and a public archive organized by year.”
Housing association report
Embargoed accounts and read-only auditors.
“Build an annual report portal for a housing association. Keep accounts embargoed until the general meeting, give the audit firm read-only access, require every figure to cite its source row, and publish the web report at 09:00 on the meeting date.”
What enforces what
Three audiences, three row rules. A chapter owner edits her own chapter. The audit firm reads everything and writes nothing. Public visitors cannot see embargoed pages.
Reminders run on a schedule. The Monday digest is a server-side function: what is due, what is late, and what is holding the print date.
The public report can be read by machines. Published pages are prerendered for search engines and AI assistants, so analysts and journalists quote the page you published. The sitemap updates on publication day.
The structure can change when regulation changes. If a climate-risk section becomes mandatory, you describe it and the portal’s structure follows. Next year’s report is an update, not a rebuild.
A report portal works hardest for three months and then goes quiet. The other nine belong to the rest of the back office’s list. What teams build for themselves is where that list gets shorter.
Common questions
What exactly is Kliv?
Kliv is an AI app builder that creates custom web apps from a description. For an annual report portal, it builds chapter workflows, figure tracking, sign-offs, permissions, reminders, public pages, and archives.
Do I get a real app, or a template?
A real app. Kliv builds around your chapters, approval rules, figure sources, embargo schedule, and archive needs.
Can I change it after it’s built?
Yes. You can add chapters, change approval steps, revise reminders, add auditor roles, or update the public report layout later.
Can contributors see each other’s chapters?
Your rule. You can let every owner see all chapters, or scope each desk to its own. Auditor accounts can keep read-everything, write-nothing access.
What happens when a figure changes after sign-off?
Sign-off binds to the version approved. A restated number can reopen exactly the chapters that cite it, with the change and reason on record.
Does last year’s report survive this year’s?
Yes. Every edition can keep its URL, the archive page lists them all, and the sitemap includes each edition.
Do we still need design tools?
For print, if you want them. The portal is the source of truth for approved text and final figures, and the web edition publishes from the portal.
Can auditors get read-only accounts?
Yes. Auditor roles can read the needed chapters and figures while being unable to edit them.
Can publication be embargoed?
Yes. The public report can stay hidden until the exact scheduled date and time you set.
Can I use my own domain?
Yes. The public report can publish on your own domain.
Can I move off Kliv later?
Yes. The code syncs to your own Git repository, so leaving is a git pull, not a rebuild.
Will the public report show up in search?
Yes. Public pages are prerendered for search engines and AI assistants, and the sitemap updates when the report publishes.
More in this category
Build the portal before report season
Describe the chapters, owners, figures, sign-offs, reminders, embargo, and archive. Kliv builds the annual report portal around those rules.
