📋 What the portfolio summary shows
The portfolio summary in Report Builder provides an overview of reports and project data. It may appear blank while information is loading, when no eligible project data is available, or if the summary has not refreshed correctly.
🔄 Refresh the report data
- Open Reports from the left sidebar.
- Select your report (Executive Summary).
- Select Refresh Summary.
- Wait for the refresh to finish, then reopen the portfolio summary.
Some summaries can take several seconds to load. Keep the page open during this process and avoid refreshing repeatedly.
✅ Check your report and project data
- Confirm that the correct projects are included in the report.
- Check that the selected date range contains data.
- Review any filters that could exclude projects or reports.
- Open All Reports to confirm that reports are available.
If the summary shows zero reports while a report list contains reports, the summary may be temporarily out of sync. Refresh the data and check again after a short wait.
🛠️ If the summary remains blank
- Navigate away from Reports, then return to Reports and select your report (Executive Summary).
- Use Refresh Summary again.
- Verify that your projects and reports still appear under All Reports.
- Record the affected portfolio, project names, date range, and approximate time of the issue.
If the report list also fails to load after these steps, the issue may be temporary or account-specific. If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.