Format Tablix with Row Grouping in SSRS - reporting-services

I am trying to format a dataset in SSRS for readability and to meet design specifications. My dataset is returning expected values and I have created appropriate Row Groups, or at least I believe I have, for the report and when I preview the report - it looks correct, but just not the way I need it formatted.
The first two images are how I have the tablix formatted in SSRS and the row grouping I created.
And how the report looks when run:
And lastly, I have drawn a mockup of how I am hoping to format the tablix for this particular report - which includes having each particular row group in it's own row and the details ( questions and answers ) appear on on a separate row as well. The first section is the template while the rest is an example of data in the format I wish to have:
Anyone have any advice on how this could be accomplish?

Try formatting your report like this:

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The property of the paginated reports are like this
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I don't think that is a total column, otherwise it would show in the report design.
It looks like your data may contain rows with blank years/months and/or blank portfolio/account names so the matrix is simply aggregating those as it would with any other data.
I suggest you look at the output of your dataset query and filter the data out there or if that is not possible for whatever reason. Filter the data out in the dataset filter properties.

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You can repeat contents on multiple pages by placing it all inside a grouped cell. See my answer here for more detailed instructions on that. For this particular case, you would want to have a column in your dataset that has the desired quantity.
One way to do this would be to cross join your query with a subquery that has your desired quantity. Then you can group by the new column and get the same data within every instance of it.

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See attachment for what I'm looking to achieve.
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I am working on a simple SSRS Report.
Report Header : AccountName
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I kept the SQL Fiddle for Sample set of Records.
http://sqlfiddle.com/#!6/2d9d2/2
Sample Report Design
After reading your comments, and your further explanation I can tell you one thing, The formatting you have shown in your desired output is not possible.
What you want is a some text boxes along with a tablix, But as you have shown the sub-report header and client names and city fields in your report this can only be achieved using a List data region.
Table format shown can only be achieved from a tablix data region. But a hybrid report which may look like you have a tablix within your list region can be achieved as follows.(as in ssrs you cannot mix different types of data regions)
Obviously this is has very basic almost no formatting, you can spice it up a bit more with your designing abilities :)

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I am working on a report that will show scheduling data. This report will need to show data for any job that has a promised date between a specified date range.
The issue I am running into is how to best display this data, I have a dataset built that has header info (Job #, Description, Due Date etc.) which returns a single line row for each job.
There are then several detail records for each job (Line item descriptions / details, Work center descriptions and details). Each of these could return several rows.
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Brian
If each of the records in your dataset have a field that they can be grouped by then this is actually pretty easy. You need to use the grouping feature of the table in SSRS. It's easiest to create a view that contains all the rows (both headers and details) logically and pass it to SSRS as one dataset.
Here is a recent walkthrough from Microsoft. You can change the version number to match your specific version since you didn't specify in the question. Group header fields can be formatted distintly to make them standout etc.
http://technet.microsoft.com/en-us/library/dd255263.aspx
If a field that you can group by isn't contained in the dataset in the report, i.e. it's a foreign relationship or something and you can't put them into a single view then you'll need to look into sub-reports. Based on the information provided however a simple row or column group should work just fine.