Hi @eric.schwantler,
How about something like this?
Start with an RG that has your grouping, narrowing the search as much as possible (add more constraints if you can) to keep results narrow:
And group by dob and last name
Then have a nested RG that pulls in the detailed records:
Which gives you:
You’ll see that I’ve used a DOB as a text field just to simplify this topic. If you have DOB’s as a date, you’ll have to address that a bit differently – this thread might help if you haven’t already figured that out.
–Ken
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