Purpose
This article explains Executive Reports, designed for high-level stakeholders who need a quick summary of project health.
Who Uses This
Executives and senior stakeholders who need a portfolio-level view without diving into task-level detail.
How It Works
Executive Reports summarize key metrics — budget status, schedule health, and milestone progress — across one or multiple projects.
Reports are typically designed to be shared or exported for board meetings or stakeholder updates.
Best Practices
Run Executive Reports ahead of regular stakeholder meetings for a consistent cadence.
Pair with At Risk Reporting to flag anything needing executive attention (see At Risk Reporting).
Keep the report focused on high-level metrics — save granular detail for PM-level reports.
Troubleshooting
If a report looks incomplete, confirm all included projects have up-to-date schedule and budget data.