The requirement is –
Find all exchange out account nums where the product group is the one highlighted below as bold front -> then find all exchange in trxns for that account #s -> report output should contain both of these exchange in and out records.
Can we do that in chart level
| Firm ID | Summary Firm | Firm Name | Process Month | Product Group Name | Rep Name | Rep ID | Rep Terr Whole User Name | Acct Num | Exchange In Amt | Exchange Out Amt | Product Share Class Desc |
| 301 | Edward Jones | EDWARD JONES | Jan 2019 | Bond | Dustin | 1480887 | Bill | 111 | $ 40,524.59 | $ - | A Shares |
| 301 | Edward Jones | EDWARD JONES | Jan 2019 | Short Duration Credit Opp | Dustin | 1480887 | Bill | 111 | $ - | $ (40,524.59) | A Shares |
| 301 | Edward Jones | EDWARD JONES | Jan 2019 | Blue Chip Growth | Dustin | 1480887 | Bill | 222 | $ 93,567.95 | $ - | A Shares |
| 301 | Edward Jones | EDWARD JONES | Jan 2019 | Bond | Dustin | 1480887 | Bill | 222 | $ 130,278.82 | $ - | A Shares |
| 301 | Edward Jones | EDWARD JONES | Jan 2019 | Short Duration Credit Opp | Dustin | 1480887 | Bill | 222 | $ - | $ (223,846.77) | A Shares |
| 301 | Edward Jones | EDWARD JONES | Mar 2019 | Bond | Dustin | 1480887 | Bill | 333 | $ 288,408.47 | $ - | A Shares |
| 301 | Edward Jones | EDWARD JONES | Mar 2019 | Short Duration Credit Opp | Dustin | 1480887 | Bill | 333 | $ - | $ (288,408.47) | A Shares |
| 301 | Edward Jones | EDWARD JONES | Jun 2019 | Bond | Dustin | 1480887 | Bill | 444 | $ 9,243.56 | $ - | A Shares |
| 301 | Edward Jones | EDWARD JONES | Jun 2019 | Short Duration Credit Opp | Dustin | 1480887 | Bill | 444 | $ - | $ (9,243.56) | A Shares |
