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.
Solved! Go to Solution.
Views
Replies
Total Likes
@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
@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
Thank you very much. I have favorited the article as well.
Views
Likes
Replies
Views
Likes
Replies