Portfolio Name.

[aviator]

OK, Mark, I give up. I'm trying to add the Portfolio Name to one of my reports and, for the life of me, can't find it in the available fields. I've found the account number but it's not what I need; I need the portfolio name as it appears in the Portfolio Editor.

Thanks in advance for your help.

[Mark]

Hi aviator,

If you are in a Custom report, you can use either of these fields:

Portfolio parent
Portfolio hierarchy

[aviator]

Thanks, Mark. Portfolio parent is exactly what I'm looking for.