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HFDTreasurer
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Thank you for your reply, it makes sense that it would accomplish what I need, except for the grand total of all accounts and I'm willing to live without that (and can export to Excel if needed).

 

Unfortunately, in my testing of the solution above, it just seems to fail with "Something went wrong. We are working on it."  I tried it a couple of times and even created a new report and ended up with the same error.  I will try again later, hoping this is a temporary issue.

 

 

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