I am extremely frustrated with Pivot capabilities
1-I had a tough time filtering on distribution accounts, but finally got it to work by filtering the transaction report. Here is a screen shot of the filters
2-Here is a recording date ranges not working as expected. Even worse its adding a month that is not in date filter
3-Client Names not showing correctly - Jump to 24 sec to see what I'm encountering
4-Not total calculations when exporting to Excel vs Classic that has them