SteveWyatt

Is anyone meeting for a drink tonight?

you could try a database enquiry to generate a report

if you have a handler for the client then the exec on the level 1 (bcm) would be e.g. JS (john smith) and the level 2 (bpy) exec would be any other handlers for personal and commercial

bcm.exec  eq  JS

bpy.rdat   from  xx/xx/xxxx

bpy.rdat   to   xx/xx/xxxx

then you can generate a list for that handlers clients for the set date range.

Not quite as simple as a report but it might give you the results you want

Hope this helps.

Steve Wyatt