Chapter 7. creating an Account Summary Report

There's one last report to createone that lists and totals all your investments. Each of the four investment types has its own unique formula used to calculate its current value. To design this report, we'll need two new fields. The first will combine the totals for each investment type into a single total. The second will summarize these totals across all records.

This is the report you can generate with the Account Summary Report layout: