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Portfolio Report showing Portfolios without a custom form

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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

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1 Accepted Solution

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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?

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2 Replies

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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?