Instructor provides brief overview of Report Group Restrictions and Endowment Supported Account. Class investigates and reports back on fields contained in the Transaction table. Assign fields to each person or teams. Emphasize Cat1, Cat2, etc. Can't use vendor name field to summarize data because it is not populated for every entry.
Class builds a second example or reviews an example file.
Discuss setting efficient limits for large tables. Using sum and other aggregate functions. Show values vs. custom values on large tables. Warn that to narrow your search to just expense or income for instance, the user must set object to begin with 5 or 4, etc. Emphasize more detail means more reason for confidentiality.