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Custom report-monthly data for a whole year?


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Guest Pam Mc
Posted

Does anyone know if you can create a report based on an account activity detail that will show activity by participant by month for the whole year? Sort of like the following?

----------------------- Beg Bal -----Contributions -------- Distributions ----- Gains/Losses -----End Balance

Participant Name

January

February

March

April

May

June

etc

Total

Thanks for any help in advance!

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