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Account management
Thank you! This is a good first step. But I'm hoping you can help me further. We have 4 top level classes, and hundreds of sublevel classes. I'd like to run a report that shows all the transactions where the location is "A" and the class is "Class1" and any of it's sub-classes. In this example, nothing in Class1 should ever be assigned to Location "A", and this report would help us identify these transactions. The Transaction Detail by account report only allows for selecting 10 or so classes. Is there a way to accomplish this?