> For the complete documentation index, see [llms.txt](https://portavi.gitbook.io/portavi-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://portavi.gitbook.io/portavi-docs/reports-and-notifications/reports.md). # Reports Reports render live from your current data; there is nothing to generate or wait for. Reach them from **Reports** in the sidebar, or from the chart icon in any project, programme or portfolio header.
## Four levels | Level | Covers | | ------------- | ------------------------------------- | | **Overview** | The whole workspace | | **Portfolio** | One portfolio and everything under it | | **Programme** | One programme and its projects | | **Project** | A single project | ## What is available **Health snapshot**: current health across the level, with the breakdown of what is on track, at risk and delayed. Available at overview, portfolio and programme level. **Executive summary**: a simplified, high-level view for senior stakeholders. **Status report by date range**: what changed over a period you choose. Workspace level. **Objective progress**: how a portfolio's objectives are tracking. Portfolio level. **Benefits realisation**: a programme's benefits, each with whether it is delivered and whether it is realised, its latest value against its target, how far each measured benefit has moved toward its target, and the programme's [benefit reviews](/portavi-docs/tracking-delivery/programme-detail.md#reviews), each opening its values and decisions. Programme level. **Members performance**: per-person completions, workload and skills across the workspace, with expand and collapse. **Sprint report**: *(Scrum projects)* a sprint's goal, scope change, completion, burndown and task list. On a closed sprint, the pace card is replaced by the review verdict, because pace is a settled question once a sprint is over. **Cadence report**: *(Kanban projects)* one [cadence](/portavi-docs/tracking-delivery/cadences.md), picked from a dropdown: its throughput, mean and median cycle time, the spread of every card that completed in it, and the review verdict if it has one. Per cadence rather than per date range, because a report bucketing months of tasks by week cannot be honest about the tasks the retention window no longer keeps. **Budget status**: available at all four levels. See below. **Delivery performance**: how well the workspace plans and how fast it moves, over the last 3, 6 or 12 months, for one portfolio or one method if you filter. Workspace level. * **Estimation accuracy**: of what Scrum sprints committed to at the start, how much they delivered. 85–115% counts as on estimate. Shown only when the workspace has a Scrum project. * **Throughput**: tasks finished per week across every project. Tasks with no assignee are not counted. * **Median cycle time**: for Kanban, the median days from started to done, per cadence. Shown only when the workspace has a Kanban project. * **By project**: each project on the measures its method supports, with its trend over the period. A Waterfall project shows how far its finish date has moved from its baseline. **Weekly exceptions**: what got worse in the last seven days — health, budgets beyond tolerance, new high risks and change requests waiting on a decision. It is the full version of the "Got worse" part of the [weekly briefing email](/portavi-docs/reports-and-notifications/notifications.md#weekly-briefing), and has its own card on the Reports page. PMO managers and executives see the whole workspace; programme, portfolio and project owners see what they own. ## AI summaries The **Health snapshot** and **Executive summary** at workspace level write their own summary of what they show. In the report catalogue, the cards that can do this carry the AI mark. A summary is written once and kept, so everyone opening the report reads the same one. **Copy** puts it on your clipboard; **Remove** deletes it, and opening the report again writes a fresh one. Neither button prints, and a report with no summary prints with the section omitted entirely. Full detail, including which plans include it, is in [AI in Portavi](/portavi-docs/ai/ai-in-portavi.md). ## Budget reports At project, programme and portfolio level, the budget report shows that entity's budget, spend, reserves and earned value. The workspace-level version is necessarily different: it lists every budget in the hierarchy with overruns marked. {% hint style="info" %} **The workspace budget report has no total row.** Some budgets are fixed totals and others are monthly rates, and a figure adding the two would be meaningfully wrong while looking authoritative. {% endhint %} ## Exporting Every report has an **Export** action. It opens your browser's print dialogue, from which you can print or save as PDF. Reports are print-tuned, so the export contains the full report rather than the clipped on-screen view. Exports always print in **day mode on a white background**, whatever theme you use in the app: a dark report printed as-is arrives as a solid black page. An exported report carries a **Portavi mark**: the logo and your workspace name at the top of the first page, and a single discreet line at the foot of every page. It appears only on the printed or exported copy, never on screen, and it is written in the language you have Portavi set to. ## Who can see reports Everyone, including executives, though each person sees only the work their role and ownership give them access to.