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Grouping of Attributes on Custom Reports

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edited Jul 1, 2020 12:02AM in Account Reconciliation 3 comments

Content

Is there any way to create custom TM reports where multiple transactions are grouped by a given TM attribute? Currently in our report we are grouping by Policy # and presenting the date of the oldest transaction in the bunch. We want a way to select the oldest date but the most recent value for the other attributes. When working with the grouping functionality building the custom report, we are not finding a way to "mix-and-match". An example is laid out below:

Unmatched Transactions: * Updated directly in ARCS using the Edit Transaction button

 

Date

Policy

Amount

Assigned Department*

Comment*

June 4

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