Custom List With Deep Export - Query Initiative

[Cory Archer]

Good morning,
I've recently started using the Custom List with Deep Export app to display and export data specific to one of our project teams.  However, I'm having trouble filtering the results down to a single initiative using the query builder in the settings for the app.  Regardless of the query I use, the app continues to return all initiatives for the team rather than just the specific initiative I'm looking for.  I have the level set to Initiative for the app.  Here are the queries I've tried, and in every case, all initiatives are still returned rather than just the one initiative I'm looking for I284:

(Initiative.FormatttedID = "I284") - I've tried this with and without the letter "I" based on what I've read, and neither work

(PortfolioItem.FormattedID = "I284")

(PortfolitoItem.Initiative.FormattedID = "I284")

(Initiative = "I284")

What I'm looking to do is only display I284 and its children, so I can export say 25 rows of data instead of 250 rows of data for all initiatives.  If anyone can provide any assistance on this, I'd be very appreciative.  

Thanks,
Cory

[Nik Antonelli]

Hi @Cory Archer,

If you set the Portfolio type on the settings page to "Initiative", all you need to do is to put in: (FormattedID = I1234)​

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Nik
Ask me a question, I'm All Ears!
Rally Sales Engineer
Rally Software
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[Cory Archer]

Well now I'm a little embarrassed.  I guess I was getting tripped up by the double quotes (").  Thank you for the help Nik!  Much appreciated.