I've created a document report and added columns for Program Name and Portfolio Name which are available in the list of options, but the data is not populating. I've scoured the help articles but I only see the extensive training webinars for advanced reporting. While I am eager to review those webinars, we would like to get this report created quickly.
Does anyone have a solution? Thanks!
Hi - yeah, documents are tricky because they can be on multiple object types. My guess is you picked a column that would appear if the document was at the portfolio or program level.
What level do you usually have documents? Like for us, it is at the project level so I use
valuefield=project:portfolio:name
valuefield=project:program:name
If you have them at the task level, you'll want: valuefield=task:project:portfolio:name
If you have them at the issue level, you'll want: valuefield=opTask:project:portfolio:name
Hope that helps.
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