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Creating Monthly Statements for All Accounts

Question asked by Chris on Feb 16, 2011
Latest reply on Feb 17, 2011 by philmodjunk


Creating Monthly Statements for All Accounts


I am trying to figure out a way to create monthly statements for every account I have with my investment company. I've created a new table to draw the information I want from the account record so that at anytime, there is a history of every statement. What I'm not sure how to do is create a script to find all accounts, make new 'statement' records for every account, and pull information from each record to each statement. Is there a way to do this all with one script or will I have to create a script to go from each account, create the statement, then go back and find the next account and create the statement? I guess I'm under the impression that there's a way to find every account, somehow count them, create all the records at once, and have the data fill in with one script. Thanks.