[Mike Cutlip]

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Thanks, Jeff! I’ve used XRMToolbox a lot, but not for that purpose. The plugin I see with the description closest to your comment is Jonas Rapp’s FetchXML Builder. That’s a possibility and I’ll look into it.

Our situation is a bit different in that we’re a SaaS provider of Association Mgmt Systems and we use Dynamics as our framework. We’ve got about 130 clients to migrate online, so the solution we use for the reporting limitation (Word Templates, rewrite reports in Fetch, etc) will have to be something OOTB from their perspective. That rules out things that involve running SSMS locally and connecting to their instance (which they won’t know how to do).

It sounds like Word and Excel templates simply have the limitations I encountered. That’s a shame. Seems like MS could have gone a small step further, and allowed filtering of embedded lists in a Word template, and I could get to where I need to go.

Thanks for the tips!