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Create a report on a field not being populated

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Level 4

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.

2 Replies

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Level 7

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).

 

KristenS_WF_0-1718994036519.png

 

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Level 4

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