We are attempting to customize the ProForma Invoice report ( PM642000). We would like the report for T&M billing with Retainage -- to display lines as SUM per Task/Cost Code (out of box, report lists all proforma lines). When I attempt to do this, the results seems to “Group” the proforma lines together (act more as a sort). Has anyone done this before? I am wondering if a subreport would be the easiest way to bypass the existing Groupings of PM642000.
Any ideas would be appreciated!