Madawc,
Thanks for the formula hint. I adjusted it a little bit based on our data. I appreciate your generous help!
Example April '07 Formula:
if {BEGINDATE} <= Date(2007, 4, 1)
and {EXPECTRETURN} >= Date(2007, 4, 30) then 30
else
if {BEGINDATE} >= Date(2007, 4, 1)
and {EXPECTRETURN}...