Portfolio name did not appear in the Journal Entry report | Community
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M
MariolaWi1
Level 2
May 30, 2025
Question

Portfolio name did not appear in the Journal Entry report

  • May 30, 2025
  • 1 reply
  • 371 views

Hello, 

I created a Journal Entry report and added Portfolio: Name as one of the fields, but for some reason the portfolio name does not appear in the field.

Does anyone know why?

1 reply

_Manish_Singh
_Manish_Singh
Level 9
May 30, 2025

Hello @mariolawi1, You need to search for the Portfolio ID under Project and then use text mode to obtain the portfolio name. Give this a try.

displayname=Portfolio
linkedname=project
namekey=view.relatedcolumn
namekeyargkey.0=project
namekeyargkey.1=portfolio:name
querysort=project:portfolio:name
valuefield=project:portfolio:name
valueformat=HTML

M
MariolaWi1Author
Level 2
May 30, 2025

Is working 🙂 thank you so much Manish 🙂

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