Hi All, I'm trying to take the below data: Issues Per ClientClientClient Account IDCash or SharesCodeFirst DateTodayDays AgedLast Note Text5Client B5555Cash444444444/18/20225/7/202218Sample Note5Client B4444Cash5555555553/22/20225/7/202245Sample Note5Client B4444Cash5555555553/22/20225/7/202245Sample Note5Client B4444Shares5555555553/31/20225/7/202236Sample Note5Client B4444Shares5555555553/24/20225/7/202243Sample Note5Client AabcShares123456ABC1/26/20215/7/2022465Sample Note5Client AabcCash123456ABC1/26/20215/7/2022465Sample Note5Client AcbaShares654321CBA1/22/20215/7/2022469Sample Note5Client AcbaCash654321CBA1/26/20215/7/2022465Sample Note5Client AcbaCash123456ABC1/26/20215/7/2022465Sample Note And do something similar to the below: The above is a made up sample, the actual data I would be using would have around 100 to 200 issues on it. I'd also want to probably format it better, but the thing I'm stuck on is how to create the "Code" group within the Client group.

Sub Group within Group - Report Tools

Hi All,

I'm trying to take the below data:

Issues Per Client	Client	Client Account ID	Cash or Shares	Code	First Date	Today	Days Aged	Last Note Text
5	Client B	5555	Cash	44444444	4/18/2022	5/7/2022	18	Sample Note
5	Client B	4444	Cash	555555555	3/22/2022	5/7/2022	45	Sample Note
5	Client B	4444	Cash	555555555	3/22/2022	5/7/2022	45	Sample Note
5	Client B	4444	Shares	555555555	3/31/2022	5/7/2022	36	Sample Note
5	Client B	4444	Shares	555555555	3/24/2022	5/7/2022	43	Sample Note
5	Client A	abc	Shares	123456ABC	1/26/2021	5/7/2022	465	Sample Note
5	Client A	abc	Cash	123456ABC	1/26/2021	5/7/2022	465	Sample Note
5	Client A	cba	Shares	654321CBA	1/22/2021	5/7/2022	469	Sample Note
5	Client A	cba	Cash	654321CBA	1/26/2021	5/7/2022	465	Sample Note
5	Client A	cba	Cash	123456ABC	1/26/2021	5/7/2022	465	Sample Note

And do something similar to the below:

The above is a made up sample, the actual data I would be using would have around 100 to 200 issues on it. I'd also want to probably format it better, but the thing I'm stuck on is how to create the "Code" group within the Client group.