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Report showing all portfolios with sub programs

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I would like to build a report listing all portfolios and the programs within those portfolios. I am unable to do a grouping of programs if I start with a portfolio report AND if I start with a program report then my portfolio grouping does not reflect all portfolios because not all portfolios contain programs.

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Correct answer by
Community Advisor

@Susan_Hart_DeltaDental  Have you tried a portfolio report with a column for the programs using a collection? The text mode for your column would look like this:

displayname=Programs
listdelimiter=<p>
listmethod=nested(programs).lists
textmode=true
type=iterate
valuefield=name
valueformat=HTML

 

Add a collection column in a report View

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2 Replies

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Correct answer by
Community Advisor

@Susan_Hart_DeltaDental  Have you tried a portfolio report with a column for the programs using a collection? The text mode for your column would look like this:

displayname=Programs
listdelimiter=<p>
listmethod=nested(programs).lists
textmode=true
type=iterate
valuefield=name
valueformat=HTML

 

Add a collection column in a report View