I have successfully created a SET and the appropriate links.
I'm trying to create a Statement of Account for a Balance Sheet account to inlclude the following:
1 - Opening Balance (I believe the best way to handle this is to sum all historic data for the account). How do I create an expression that calculates an opening balance and that asks me "what date would you like the balance as of? when I run the report
2 - Activity during a period (need it to ask me what date range) - I have gotten this one to ask me the Parameters
3 - To list a subaccount name of a general ledger account (I have accomplished listing the full account name however I want the last name in the subaccount
4 - Add the verbiage on the report "This report is for the period from X to Y" where X and Y are from the date range in item 2 above
5 - Limit the report to only list balances from a subaccount of another account
Any help would be greatly appreciated and I love the product.
Thanks,
Guerin |