Filter by word in the title of a program reporting | Community
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November 6, 2025
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Filter by word in the title of a program reporting

  • November 6, 2025
  • 1 reply
  • 168 views

Hi!

 

I'm trying to create a filter (I believe it might need to be a text filter). I'm working on reporting and dashboards and trying to build a dashboard for a specific subsector of projects within a portfolio.

 

Right now I have a report filtered by program name (ID) where I typed in the word "talent" and just selected all of the programs with the word talent in the name. However, this doesn't automatically update because every time a new program with the word "talent" get's entered, I would have to go back in and add it it the filter. I'm assuming the best way to go about this is to add a text filter that filters every program with the word "talent".

 

Could anyone help with what this text mode filter would look like? Let me know if there's a better way to do this.

Best answer by Alex_Di

Hi @soukeynada 

 

If I'm understanding correctly you just need to filter a Project report by the Portfolio Name.  If that is the case you can use a standard filter like below.  ***Note where I have "Campaign" you would have "Portfolio" 

 

1 reply

Alex_Di
Alex_DiAccepted solution
Level 3
November 7, 2025

Hi @soukeynada 

 

If I'm understanding correctly you just need to filter a Project report by the Portfolio Name.  If that is the case you can use a standard filter like below.  ***Note where I have "Campaign" you would have "Portfolio" 

 

November 7, 2025

This is EXACTLY what I was looking for! Thank you!