Compliance Report-Combine Bank Account and Client Group Listing

Our Complance Team, asked to receive a listing of custodied bank accounts grouped by unique entity including their bank balances, number of accounts, and region of business. I was able to run the admin report "Bank Account Listing" to obtain the individual client codes and bank balances. I then ran the admin report "Client Groups and Clients" to obtain a listing of groups and the clients assigned to each group. For my compliance report, I needed to combine both reports lising the client group, associated clients for each group, bank accounts, and respective bank balances. We want to generate the report directly from AgilLink instead of downloading into Excel. We group affiliated clients by family groups, and include a regional prefix on each client code to identify their respective region.