Super appreciate the responses, @DonkeyBot and @Gregory Jones Yeah, I think I was able to get the first part of it down. I created a custom checkbox on the Item record and added a summary filter of case when this checkbox is true, return 0, else 1. This seems to work, although to be honest - I feel like the method you laid out @Gregory Jones would've worked as well, without the need to create the checkbox honestly 🙂 But yes, as you both pointed out, this mainline is making me bald prematurely. Thanks again ya'll!

Answer Id: 72314 seems to be another way to accomplish what you're looking to do...just in case you need it.

Nice! So the formula I made is VERY close to what I did! Thanks for looking at this @Gregory Jones you da man

haha, awesome! This is actually something that I may want to use in the future, so it was worth the searching!