Portfolio Report showing Portfolios without a custom form

[AbelleWoo]

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

[Femke_Crijns · Accepted solution]

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?

[AbelleWoo]

Thank you - yes this is perfect.