Portfolio Report showing Portfolios without a custom form | Community
Skip to main content
Level 3
March 15, 2024
Solved

Portfolio Report showing Portfolios without a custom form

  • March 15, 2024
  • 1 reply
  • 587 views

I would like to create a report on which Portfolio does not have a specific custom form attached to it. All our Portfolios ought to have a brief custom form (aswell as Overview, of course) but I am noticing that some do not and therefore would like to run a report to show all of those portfolios that do not have the brief.

Would anyone know if this was possible?

Thanks so much

This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.
Best answer by FemkeCr

Hi,

 

You could easily create a new Portfolio report and filter on, either:

Categories ID is not equal to [name of custom form]

 

or:

Categories ID is blank

 

Does this work for you?

1 reply

FemkeCrAccepted solution
Level 4
March 15, 2024

Hi,

 

You could easily create a new Portfolio report and filter on, either:

Categories ID is not equal to [name of custom form]

 

or:

Categories ID is blank

 

Does this work for you?

AbelleWooAuthor
Level 3
March 15, 2024

Thank you - yes this is perfect.