Report Design
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herman
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Quote herman Replybullet Topic: Summary of results
    Posted: 31 Mar 2011 at 9:40am
In my report I have 3 groups created.  I have created 2 summaries on the report summarizing the total of each section and then giving a grand total at the bottom of the report.
 
My question is how do I summarize only data that is the same or is the same type.  In my case, I'm trying to summarize securities that have been purchased and have it summarized by security and only by security...I need to summarize total shares, total tax cost, total market value and total unrealized G/L and group by each security. 
 
Any help would be much appreciated!  Thanks.
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DBlank
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Quote DBlank Replybullet Posted: 31 Mar 2011 at 9:54am
usually you do this via Running Totals that use an evaluate formula or variable formulas inclusion criteria.
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herman
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Quote herman Replybullet Posted: 31 Mar 2011 at 10:17am

Thanks...that's all I needed is someone to point me in the right direction.  I was just drawing a blank.

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