AHA! That is very helpful! OK, coming in on the home stretch: I've added the desired report to the desired items. Good so far. I'm adding that item report group to an Inquiry template along with the "Quantity this y" option and then hitting "View" to see what I get. I get "No records found for date range [1/1/2015, 12/31/2015]". Same thing happens if I switch the date range to YTD. What am I doing wrong?