Intuit Financial Community: Client Explorer or VBA - list returns grouped by family - Intuit Financial Community

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Client Explorer or VBA - list returns grouped by family

#1 User is offline   Gerry-W Icon

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Posted 10 February 2011 - 04:45 PM

I would like to create a report using Client Explorer or VBA - that lists returns grouped by connected family, ie I want to be able to see that Mom and Dad and Sister and Brother are all linked as a family unit.

Is this possible?

Thanks,
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