Saved Search of Expense Report For Specific Expense Category

Scenario

Create a Saved Search that shows Expense Reports related to certain Expense Category only.

Solution

For example, Expense Report 123 has two Expense Categories: Category One and Category Two. The main objective is to show only Expense Reports that has Category One. Since Expense Report 123 has both categories, it should be excluded in the result.

Create a Saved Transaction Search:

1. Navigate to Reports > Saved Searches > All Saved Searches > New
2. Select Transaction
3. Add the fields below under Criteria tab > Summary subtab:
   • First formula
     • Summary Type: Maximum
     • Field: Formula (Numeric)
     • Description: Is 0
     • Formula: max(case when {expensecategory} IN (‘Category Two’) then 1 else 0 end)
   • Second formula
     • Summary Type: Maximum
     • Field: Formula (Numeric)
     • Description: Is 1
     • Formula: max(case when {expensecategory} IN (‘Category One’) then 1 end)
4. Under Results tab, set Summary Type of Document Number to Group and Amount to Sum
5. Set the Search Title
6. Click Save & Run