During testing, I have to delete 50k records from the temp (1 year of test data), so that adds several seconds. After that, the append is a Totals query (otherwise the count would be >70k) that references a function to return the user id as part of the append. Time-wise, I've found little difference between referencing the function and using an expression for this. From start to finish, it takes 90 seconds to filter 50k records to open a 56 page report with 1900 records. This is not something that should be used on an annual basis, so doing it monthly should much faster.