I agree "one thing at a time" and the most important part is the middle region where there are 3 tables for different years - all reporting by month/ sum of move-ins and referrals.

So you agree that master report/subreport is one good way to go. I will try it with a matrix as subreport. I hope I got you.

:unsure:

Yes, Itzhik Ben-Gan is pretty excellent. I didn't know he had book for SSRS.