Portfolio Report exists & has current data but isn't showing in either Blueprint for me to edit??
We have 2 Blueprints set up in our Program & we have a Portfolio Report that currently pulls data from 3 sheets (it pulls the same 3 sheets from both Blueprints). We actually only want it to pull from 1 sheet in each Blueprint, so I went to Control Center & clicked through the pages until I got the Dynamic Report Scope Settings so I could update it, but it wasn't there. There are 5 other reports in there, but none of them are the one I'm trying to edit. Same exact thing in the second Blueprint.
How is it possible that this Portfolio Report exists & is pulling in current data even though it's not listed in our Dynamic Report Scope Settings? Is it possible it's set up somewhere else?? This report was created before I got here so I didn't set it up myself, I'm wondering if anyone else has any ideas about how it could have been created (/how I can get rid of the other 2 types of sheets without having to manually click through 7,500+ sheets)?
Let me know if you need additional details & thank you in advance!!!
Answers
-
You can have reports pulling data in that were not set up as Dynamic Reports in CC. They could be just regular reports. You will need to find out where it is and edit the report directly.
-
@Paul Newcome Thanks for your reply, I actually figured it out though! The old report is pulling in a whole workspace. I was told it was a Dynamic Scope Report, which is why I was so confused, but turns out it's just something someone made themselves when we first created our program. I made a new report that's actually a Dynamic Scope Report this time & it's working just how I wanted. Thank you so much for helping though!!
Categories
- All Categories
- 14 Welcome to the Community
- Customer Resources
- 64.8K Get Help
- 437 Global Discussions
- 138 Industry Talk
- 470 Announcements
- 4.9K Ideas & Feature Requests
- 129 Brandfolder
- 148 Just for fun
- 65 Community Job Board
- 486 Show & Tell
- 33 Member Spotlight
- 2 SmartStories
- 300 Events
- 36 Webinars
- 7.3K Forum Archives