Reports: Specific Portfolio will not show up in the results | Community
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lwelder
May 4, 2023
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Reports: Specific Portfolio will not show up in the results

  • May 4, 2023
  • 1 reply
  • 796 views

I created a report to show projects/tasks for each of our freelancers. It works like a charm, only one specific portfolio will not show up in the results. I have the portfolio shared system-wide and set up like every other portfolio. I'm probably overlooking something very simple. Any ideas?

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Best answer by lwelder

I answered my own question. I also included myself in the freelancers' tasks in that portfolio. When I created the filter for the report, I selected "equal" to her name since there wasn't an option for "contains." Once I removed my name, she appeared in the report.

1 reply

lwelder
lwelderAuthorAccepted solution
May 8, 2023

I answered my own question. I also included myself in the freelancers' tasks in that portfolio. When I created the filter for the report, I selected "equal" to her name since there wasn't an option for "contains." Once I removed my name, she appeared in the report.

Cuffie1981
August 16, 2023

 “correct.”