## **📋 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**

1. Open **Reports** from the left sidebar.
2. Select your report (Executive Summary).
3. Select **Refresh Summary**.
3. 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**

1. Navigate away from Reports, then return to **Reports** and select your report (Executive Summary).
2. Use **Refresh Summary** again.
3. Verify that your projects and reports still appear under **All Reports**.
4. 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.