S
Sandspirit
Hello,
I have a report that requires the totals to be grouped by relationship
then by accounts in the Main Report by Advisor ID, To be
transferred?(Yes,No), and at the report footer overall. Then I have to
add a subreport to each section for the account balances by Advisor ID,
to be transferred?, by rel name, then at the report footer. It is hell
to open and it is beyond slow and I have been timed out many times and
my computer has even frozen up. Please help. I am here now.
Thanks!
This is what it looks like when I can get it to open:
Advsior 1:John Smith
To be Migrated? Yes
Account Short Name Balance
12345 Nancy Leee $50.00
12546 Bugaboo Leigh $25.00
Rel Name: Leigh $75.00
To be Migrated Yes Total = $ 75.00
Total Relationships: 1
Total Accounts: 2
To be Migrated? No
Account Short Name Balance
11225 Leroy Jones $50.00
Rel Name: Jerry Jones $50.00
To be Migrated No Total = $ 50.00
Total Relationships: 1
Total Accounts: 1
Advisor 1 Total: $125.00
Total Relationships: 3
Total Accounts: 3
Overall Total : $125.00
Total Relationships: 3
Total Accounts:3
I have a report that requires the totals to be grouped by relationship
then by accounts in the Main Report by Advisor ID, To be
transferred?(Yes,No), and at the report footer overall. Then I have to
add a subreport to each section for the account balances by Advisor ID,
to be transferred?, by rel name, then at the report footer. It is hell
to open and it is beyond slow and I have been timed out many times and
my computer has even frozen up. Please help. I am here now.
Thanks!
This is what it looks like when I can get it to open:
Advsior 1:John Smith
To be Migrated? Yes
Account Short Name Balance
12345 Nancy Leee $50.00
12546 Bugaboo Leigh $25.00
Rel Name: Leigh $75.00
To be Migrated Yes Total = $ 75.00
Total Relationships: 1
Total Accounts: 2
To be Migrated? No
Account Short Name Balance
11225 Leroy Jones $50.00
Rel Name: Jerry Jones $50.00
To be Migrated No Total = $ 50.00
Total Relationships: 1
Total Accounts: 1
Advisor 1 Total: $125.00
Total Relationships: 3
Total Accounts: 3
Overall Total : $125.00
Total Relationships: 3
Total Accounts:3