Create a report on a field not being populated | Community
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A
AbelleWoo
Level 3
June 21, 2024
Question

Create a report on a field not being populated

  • June 21, 2024
  • 1 reply
  • 651 views

I would like to create a report on a specific field used on a portfolio level custom form. Users are accountable for adding the custom form to the portfolio and completing it. I have a report for those portfolios that do not have the form attached, I now need to find out where the form has been attached, but not completed - by identifying one or two specific mandatory fields will determine this.

I have tried a Journal Entry report, in Filters selected the Portfolio>>[field] is Blank, which shows me no data, when I know there are empty fields somewhere!!

 

Thanks loads.

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1 reply

KristenS_WF
KristenS_WF
Level 6
June 21, 2024

You try a Portfolio report.  Filter on those portfolios where the custom form (Category ID) matches the form used and the custom field Is Blank (if using more than one field, you can add an Or statement and repeat the filter, just changing the field name).

 

 

A
AbelleWooAuthor
Level 3
July 3, 2024

Thank you, this has worked perfectly. I appreciate your time to share with me

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