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Susan_Hart_DeltaDental
Susan_Hart_DeltaDental
Level 3
July 25, 2023
Solved

Report showing all portfolios with sub programs

  • July 25, 2023
  • 1 reply
  • 617 views

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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Best answer by Heather_Kulbacki

@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

1 reply

Heather_Kulbacki
Community Advisor
Heather_KulbackiCommunity AdvisorAccepted solution
Community Advisor
July 26, 2023

@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
    Susan_Hart_DeltaDentalAuthor
    Level 3
    July 26, 2023

    Thank you very much. I have favorited the article as well. 

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