Export portfolios with custom field inside a portfolio

English Forum Tips and Tricks
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1

I have a Parent portfolio, and I have list of clients as individual portfolio with this portfolio. These client portfolios have a bunch of custom fields that I would like to track.

Is there a way to export the portfolios within the portfolio? I know we can export projects from portfolio.

Thanks,
JP

2

When you export the portfolio in CSV I guess you don’t get what is inside each nested portfolio? I don’t believe there is a solution other than custom coding an export. You can contact me in DM to discuss such a code…