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Need a Report : Life Long Learning

#1 User is offline   tmanery Icon

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Posted 01 February 2012 - 07:47 PM

I have the Premier version of Profile and need to run a report that shows me all 2010 files with amounts in life long learning on the RRSP schedule.
Problem I have run into is that the filters in the client explorer only allow you to filter the schedules (S1 to S8), no other forms. The Schedule S7 does not show me amounts withdrawn in previous years that have not started repayment yet.
I need to filter on the RRSP form for any amounts in Life Long Learning section.
Someone solves this one and you will be my hero!
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#2 User is offline   dunner Icon

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Posted 01 February 2012 - 08:56 PM

If you want the balance in the LLP after the 2010 repayment or inclusion in income then you would use a query of T1RRSPDeduction[77]-T1RRSPDeduction[78]>0.
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#3 User is offline   Cosabutey Icon

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Posted 07 April 2012 - 04:32 PM

View Postdunner, on 01 February 2012 - 03:56 PM, said:

If you want the balance in the LLP after the 2010 repayment or inclusion in income then you would use a query of T1RRSPDeduction[77]-T1RRSPDeduction[78]>0.



Any suggestions on how to get a report to only have people with the Care Of line as a certain client?
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