---
title: "Generate and share the portfolio and program status report"
url: "https://help.altus.pro/pt/article/generate-and-share-the-portfolio-and-program-status-report"
language: "pt"
last_updated: "2026-03-24T01:05:48.824Z"
---

# Generate and share the portfolio and program status report

There are two (2) status reports available in the **Portfolios** area, one that may be run directly from within the Portfolio or Program and another in **Insights**.  At the end of the weekly tracking, we should review the reports and confirm that the program or portfolio status is accurate and complete then verify each of the reports that you and your stakeholders are using.  
 

To generate and share the portfolio / program status report:  
 

**Generate and download the Portfolio / Program status report**  
 

1.  Select the **Status Report** tab within the portfolio or program record.   
     
2.  If prompted, sign in using your work credentials. Otherwise, the muti-paginated report launches instantly.   
     
3.  Select a format from the **Export** menu options and download a copy of your status report.   
     
4.  Review the downloaded portfolio/program status report and validate that the status report delivers the appropriate message to the stakeholders.  
     

**Review and verify the** ***Insights*** **status report**

1.  Select the **Portfolio (or Program) Overview** report from **Portfolios > Leadership > Insights.**  
     
2.  **Right-mouse click** on the appropriate Portfolio (or Program).  
     
3.  Select **Drill-through > Portfolio (or Program) Status**.  
     
4.  Review the **Overview sub-page** to understand the KPIs for all sub-programs and sub-projects and their impact on the Portfolio (or Program).  
     
5.  Review the **Details sub-page** to understand the status of all Portfolio (or Program) support items and their impact on the Portfolio (or Program).  
     
6.  Review the **Tracking** **sub-page** to understand the status of support items for all sub-programs and sub-projects and their impact on the Portfolio (or Program).  
     
7.  Review the **Financials sub-page** to understand the overall financial picture of the Portfolio (or Program) based on the rollup of the financials from all the sub-projects.  
     
8.  Return to the **Portfolio (or Program) Overview report** and right-mouse click on the appropriate Portfolio (or Program).  
     
9.  Select **Drill-through > Project Milestones.**  
     
10.  Review the **Sub Project Milestones sub-page** to understand the status of all the project milestones and their impact on the Portfolio (or Program).