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JamieBerkley
August 18, 2025
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Completed Tasks Report - empty Portfolio (task vs. project)

  • August 18, 2025
  • 1 reply
  • 222 views

Hey there. I'm trying to run a report of completed tasks by Portfolio. I'm getting a large number of tasks that are showing up as 'no value' for the portfolio, though the Projects they're affiliated with are in fact assigned to a Portfolio.  There may be instances of when a task was marked complete that the Portfolio hadn't been added yet.... could that be why the Tasks themselves are showing as having no Portfolio value?

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Best answer by JustinRenteria2

Hmm.. I just tested this and didn't have any issues with portfolio showing as No Value.  I did have to use text mode to accomplish it though since Portfolio isn't available as a field to use from the report builder. Perhaps your text mode code has a typo somewhere..

Here's what I used. 
Grouping Text Mode:

group.0.linkedname=project
group.0.namekey=view.relatedcolumn
group.0.namekeyargkey.0=project
group.0.namekeyargkey.1=portfolio
group.0.namekeyargkey.2=name
group.0.valuefield=project:portfolio:name
group.0.valueformat=string
textmode=true


Column text mode:  

linkedname=project
namekey=view.relatedcolumn
namekeyargkey.0=project
namekeyargkey.1=portfolio
namekeyargkey.2=name
querysort=project:portfolio:name
valuefield=project:portfolio:name
valueformat=HTML 

 

1 reply

JustinRenteria2
JustinRenteria2Accepted solution
Level 6
August 18, 2025

Hmm.. I just tested this and didn't have any issues with portfolio showing as No Value.  I did have to use text mode to accomplish it though since Portfolio isn't available as a field to use from the report builder. Perhaps your text mode code has a typo somewhere..

Here's what I used. 
Grouping Text Mode:

group.0.linkedname=project
group.0.namekey=view.relatedcolumn
group.0.namekeyargkey.0=project
group.0.namekeyargkey.1=portfolio
group.0.namekeyargkey.2=name
group.0.valuefield=project:portfolio:name
group.0.valueformat=string
textmode=true


Column text mode:  

linkedname=project
namekey=view.relatedcolumn
namekeyargkey.0=project
namekeyargkey.1=portfolio
namekeyargkey.2=name
querysort=project:portfolio:name
valuefield=project:portfolio:name
valueformat=HTML 

 

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