I am in a good mood.
enclosed report is a 'heavily' modifed summary of accounts report.
A crude attempt at pulling info to go on the schedule I, and the format looks like most of the SCh I
Some minor adjustments may be necessary for things like corrective distributions since they are treated the same as other distributions by the system

here is the report that I forgot to attach!

as a follow up, the question was asked where to find the user fields

open up plan specs, then select 'activity'
user fields are easy to use and great for everything, but try to limit the usage to the first 12 items. They have distinct field names and can be easily pulled.

same thing exists for census.

hope the reports help and save a little time!