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
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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?
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?
Thank you - yes this is perfect.
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