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
Level 2
Jul 4, 2022 8:04 PM UTC
Question

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

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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8 replies

NicholeVargas
Employee
Aug 10, 2022 7:03 PM UTC

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>

 

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    DeborahBaker
    DeborahBakerAuthor
    Level 2
    Sep 7, 2022 12:15 AM UTC

    TY madam! This works great!

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      NicholeVargas
      Employee
      Aug 2, 2022 5:46 PM UTC

      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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