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<@U01PRL6794K> use Revenue Plan Status  - not Started

Thank you very much. Let me try this and let you know!

Hi Karina, is that a standard report or a saved search?

oh, it is custom, it needs to be built out of Revenue Plans or Revenue Elements.  You can also build it out of Transactions, but there is a lot of custom fields usually on transactions, more unrelated “noise”