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I am beating my head on a wall here.
I need a report that is preferably in the format of the Funds with Running Balances report. I would use this one, except there is no way to tell it to include all clients with transactions in the specified period…
Does anyone know how to create a Report that allows me to filter only those Clients that have had no time Slip activity for over 3 months? I want to make sure that all of my Clients are being serviced regularly.
