>1. When using the report wizard, I get the following message:
>“The DBC containing the selected table was previously opened non-exclusive and the field(s) you chose for sorting are not in an existing index tag …”.
>
>The field that I am trying to group on is indexed as Upper(fieldname). I found that if I add an index without the Upper(), I don’t get this error. Is there a way to use a field that is indexed on Upper()?

Yes. Don't use the wizard to pick the sorting. Instead set the index order of the cursor object in the report's DataEnvironment. That's all the wizard does, if an index exists (on the exact expression, btw). If there isn't one, it will create one of it's own.

>2.

I can't visualize this one at all, so am not sure what might be going on.