1. Create a formula that groups the funds together:

    if {Fund Field} startswith "EDU" then "EDU" else if {Fund Field} startswith "PROD" then "PROD"

  • Create a new parameter field
  • Use the type String
  • Enter the default values: EDU, PROD, etc
  • Click OK
  • Go to Report > Selection Formulas > Record
  • Enter a formula similar to the following:

    {@FundFormula} in {?FundParameter}

  • Click Save and Close