Expand my Community achievements bar.

Join us LIVE in San Francisco on November 14th for Experience Makers The Skill Exchange. Don't miss out on this free learning event!
SOLVED

Portfolio Report showing Portfolios without a custom form

Avatar

Level 4

I would like to create a report on which Portfolio does not have a specific custom form attached to it. All our Portfolios ought to have a brief custom form (aswell as Overview, of course) but I am noticing that some do not and therefore would like to run a report to show all of those portfolios that do not have the brief.

Would anyone know if this was possible?

Thanks so much

Topics

Topics help categorize Community content and increase your ability to discover relevant content.

1 Accepted Solution

Avatar

Correct answer by
Level 4

Hi,

 

You could easily create a new Portfolio report and filter on, either:

Categories ID is not equal to [name of custom form]

 

or:

Categories ID is blank

 

Does this work for you?

View solution in original post

2 Replies

Avatar

Correct answer by
Level 4

Hi,

 

You could easily create a new Portfolio report and filter on, either:

Categories ID is not equal to [name of custom form]

 

or:

Categories ID is blank

 

Does this work for you?