How do I get my Document Approval Report to only show a group of projects inside a specific portfolio/program? | Community
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DeborahBaker
DeborahBaker
New Participant
July 4, 2022
Question

How do I get my Document Approval Report to only show a group of projects inside a specific portfolio/program?

  • July 4, 2022
  • 2 replies
  • 1757 views

I'm trying to make a document Proof Approval report...but I only want to see documents within a specific Portfolio/Program. When I go to group this proof approval report, or filter my view, it won't let me know keep it native to any sort of grouping. Only...

  • Proof Approval
  • Approver
  • Document Version
  • Requester

Any help would be greatly appreciated. TY

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2 replies

N
NicholeVargas
Employee
August 10, 2022

Deborah - if you created a Proof Approval report, you can use the following text mode filter to include only Proofs within a specific portfolio. You'll just want to swap out (insert ID here) with the actual ID of your portfolio, which can be found in the URL. 

 

EXISTS:1:$$OBJCODE=PROJ
EXISTS:1:documents:currentVersionID=FIELD:documentVersionID
EXISTS:1:portfolioID=<INSERT ID HERE>

 

    DeborahBaker
    DeborahBakerAuthor
    New Participant
    September 7, 2022

    TY madam! This works great!

      N
      NicholeVargas
      Employee
      August 2, 2022

      Deborah - would you mind sharing which type of report you are using? Is it a Document Approval or Proof Approval report? This could be done through text mode, if you can just let me know which report type. Thanks! 

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