Epilogue - I ran a query in AR History for all item type ""1"" for the past 10 years for any customer beginning with ""Carg"". This pulled 76K lines. I then inserted a column in that data, inserted an @vlookup formula to return a 1 or zero if that detail line was one of the 60. From there, I created a pivot table filtering on the 1's (included items). I wasn't able to JUST display the most recent invoice for each item, but I got it close enough for the client to take it the final yard. Spent about 45 minutes on the project. Priced the project at three hours of value.