I am trying to build a statement. I want to be able to show a summary of unpaid balances before a particular date then an itemized list of charges from that date with a grand total at the bottom. I have not been able to figure out the balance forward portion.

Any suggestions.

If you use a relationship to identify all unpaid balances before a particular date and use the Sum() function to add up all these balances, the results won't be dependent upon the layout part in which it is displayed. You can then have just the itemized list of charges in the found set. The grand total could be = GetSummary(Add up found set) + Sum().

-bd