Help with the insert table/form tool in BIP 10.1.3.2.1

Hi, I'm trying to use the insert table/form tool in BIP, and running into some issues that I don't understand. First off, my data coming in looks like this (left column of tool):
Rowset
--- Row
------ Customer ID
------ Customer Name
------ Customer City
------ Product
------ Amount Sold
I would like the output to do the following:
a) have one page per customer. Customer should be determined by customer ID, and has attributes of customer ID, customer Name, Customer City
b) Show a table of all products and the total Amount Sold by product for that customer
c) Give a "grand total" for the customer
Can someone help with the steps needed to do this? I've tried several variations of the following without much luck:
1) Added Rowset and all children to the "Template" pane
2) Clicked on the "Row" group, and set Grouping = Customer ID, with a break of "New page per Element"
3) Clicked on the newly created (from step 2) Cust ID group, and set it to group by Product
4) Moved "amount sold" to be at same level as Product
5) Moved all of the customer attributes (name, address, etc.) to be at same level as Cust ID
6) On the Cust ID level, set the style to table
7) on row and rowset levels, set style to free form
This seems to be VERY close, except that it isn't creating a total amount for the sum of all products purchased by a customer. What do I need to do inside the tool to get a total per customer to show up?
Thanks in advance!
Scott
p.s. the final hierarchy in the template window looks like this:
Rowset (style = freeform, no grouping/sort by/breaks)
--- Row (style = freeform, group by customer ID, break new page per element)
------ Customer ID (style = table, group by product, no breaks)
--------- Product (nothing special)
--------- Amount Sold (calc for grouping = SUM)
------ Customer Name (nothing special)
------ Customer City (nothing special)
Thanks very much for the help!
Scott

To anyone else who sees this post, the answer is to do the following. Insert the Amount Sold field using the "Insert Field" tool, and set the function to sum, with the grouping checkbox turned on.
Thanks,
Scott

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