Report on missing portfolio items.

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Deepa Panchal

• 09 July 2024 03:50

It would be great if we have an option to generate report on missing portfolio items so that it is easier to follow up.

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  Riley Kent

  • 09 July 2024 22:59

  Hey Deepa,

  I just had a look to see if I could replicate this and found if you run a 'Contact Details' report, you can add in the field: 'Contact does not have Portfolio Item of Type = [Insert your Portfolio Item]' as well as 'Num of Current Enrolments' which you could set to Greather than or equal to.

  Although it'll only allow the one portfolio item type, perhaps you could have multiple reports saved if you intend to make a workflow? Just thought id share that in case it helps

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