Summarize the report based on either UDA or Attribute in FCCS — Cloud Customer Connect
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Summarize the report based on either UDA or Attribute in FCCS

Summary:

We would like to check the feasibility to summarize the balances based on either UDA or Attributes.

For example, if one UDA (UDA_xx) is assigned to four entities, and all of these entities have balances in any account (Acct_xx), the report should club them together and display the consolidated balance in a single line (i.e., by UDA_xx).

Current Report:

Account

Entity

UDA

January2025

1110120

1028

UDA_XX

100

1110120

1069

UDA_XX

200

1110120

1021

UDA_XX

150

1110120

1023

UDA_XX

200

Total

650

Expectation:

Account

UDA

January2025

1110120

UDA_XX

650

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