Rollup Project Status Report
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‎07-02-2024 04:23 PM - edited ‎07-02-2024 04:27 PM
How would one create a version of the project status report that iterated through the latest status reports for all projects and output them into one consistent page. Right now our leadership has to open each project to view the latest status report. This is time consuming and these reports are shared with various leaders repeatedly. It would be great if we had a page where all of the latest status reports for each project, including the date that they were entered, could be output onto a single page on demand.
Viewing all of the reports in the grid view is not helpful since the html formatted fields include markup.
I assume that we could create a custom portal page for this, but a code snippet for iterating data like this onto a portal widget would also be helpful.
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‎07-03-2024 07:20 AM
Have you looked into the Investment Portal functionality?
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‎07-03-2024 02:05 PM
No I have not. I will look into that. I am currently on holiday vacation so it will be a few days.
