I need to create a custom report of investment budgets for active demands

[Kathleen Wittl1]

I need a custom report of investment budgets for active demands.  However, I cannot find a way to dot-walk from the sn_invst_pln_invst_budget to the dmn_demand table.  The relationship between demand and sn_invst_pln_invst_budget exists, and I have the financials v2 sys property set to true.

I am trying to avoid creating a database view, if possible

[PaulaaO]

I'm not sure it's possible, but perhaps someone else might have found a way 🙂 I gave it a try and because ENTITY is not a table to perhaps expand and get info from there, I did not have much success

[jstoessel · Accepted solution]

I was able to create a visualization on the Cost Plan Breakdown table to see the budget on active demands

Hope this helps!

[Kathleen Wittl1]

Thank you - that worked!