Grouping of Attributes on Custom Reports
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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