I am trying to create a document report for approvals and I want to be able to group the documents by Portfolio (event) then Program (campaign); these docs are all hosted in projects under the portfolio/program. I can't access these field options in the document report so I tried playing around with text mode. However when I try to reference the portfolio/campaign tied to the document's project I get No Value for everything. Below is what I tried to just get the portfolio name to group/show in the report.
Topics help categorize Community content and increase your ability to discover relevant content.
@cma1 If you are starting with a Document report, you can add the following text mode grouping to organize the results by Portfolio followed by Program.
If you are starting with a Document Approval report, you have to go through the Document table first, so the text mode for that is below.