I'm trying to run a document report that shows all the documents we've uploaded to projects with the word "Final" in them, so that our compliance department can easily access and download all the final files for state audit.
So far, so good. Created doc report, with filters "name contains Final" and "project percent complete =100"
1) Now, I'm trying to exclude documents that are in the Administrative portfolio, and just filtering out the Administrative Portfolio doesn't seem to work. I do "Portfolio name =/= Administrative Portfolio" and it automaGically changes to "Document Portfolio ID =/= Administrative Portfolio" which I don't think is quite the same thing. Filtering using project custom form fields was fine, it just doesn't seem to go any further up than that.
2) Does anyone have instructions on how to filter in (or out) specific file types? Like if we specifically want only PDFs or only PPT? I was thinking Current Version / File Type or Document Type would work, but evidently not. I need to filter out .msg, .jpg, .png, .eps.