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M
MarkFe
February 2, 2021
Question

My client needs a report that groups projects in a..

  • February 2, 2021
  • 1 reply
  • 467 views

My client needs a report that groups projects in an expense report based on the existence of a specific expense type in the list of project expenses. Example, projects with Expense Type "Advertising" vs projects that don't have an expense with this type. Has anyone done anything similar?

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1 reply

Doug_Den_Hoed__AtAppStore
Community Advisor
Doug_Den_Hoed__AtAppStoreCommunity Advisor
Community Advisor
February 3, 2021

Hi Mark,

Although I do have a couple of messier suggestions that would yield a single report with groupings (kinda) by the special expense type, I’ll first offer a cleaner approach: create two project reports using EXISTS and NOT EXISTS for the expense type in question, respectively, similar to these examples from @NRYN R - inactive‚ .

Regards,

Doug

M
MarkFeAuthor
February 3, 2021

Thank you for helping!

Here is the code I tried. I must be referencing incorrectly. On a Project opject report

EXISTS:A:$$OBJCODE=PROJ

EXISTS:A:ID=FIELD:projectID

EXISTS:A:expense:DE:Expense AOR TA Flag=1

or

EXISTS:A:$$OBJCODE=PROJ

EXISTS:A:ID=FIELD:projectID

EXISTS:A:expense:Expense AOR TA Flag=1

or on an Expense object Report

EXISTS:A:$$OBJCODE=PROJ

EXISTS:A:ID=FIELD:projectID

EXISTS:A:expense:Expense AOR TA Flag=1

or

EXISTS:A:$$OBJCODE=PROJ

EXISTS:A:ID=FIELD:projectID

EXISTS:A:Expense AOR TA Flag=1

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