I'm trying to pull in the corporate card amount (it's in the summary section) on an expense report saved search. Everything I try comes up as zero. Anyone familiar with how to do this?
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MGBC
04/21/2023, 6:06 PM
You have to use the line item of the expense report and only pull the ones where Non-reimbursable = T (or corporate card = T)
MGBC
04/21/2023, 6:07 PM
Then make it a summary search to sum up all the amounts
MGBC
04/21/2023, 6:07 PM
Usually i use a formula like this
Formula(Currency) CASE WHEN {coporatecard} = 'T' THEN {amount} END