Hi @ChristieAnn -- Thanks for the rapid response.  I think either I'm asking for something incorrectly, or this didn't quite work for me.  In my business, I purchase a lot of items that either get reimbursed by my clients, or are COGS for projects for my clients.  I'd like a report that allows me to review all transactions to see all transactions grouped by customer/job, including those that have no customer/job (e.g. expenses incorrectly unassigned as well as expenses that are for my business--not for a customer/job).  The closest I've gotten is essentially what you recommended, but with the Total By set to customer.  In that case, I get a list of transactions in a category called "No name" but it does not include all transactions (e.g. credit card expenses for internal purchases).  Can you advise on how to do this?  Thanks!