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Thank you so much! I'm curious if this approach is possible on JE's where the information is coming from the line level and not the header level, I will need to test.

in How can I reference the entitytype field in a transaction saved search? Comment by User_6Z0Y6 Dec 11, 2023 2:48PM
Thanks Patrick! I saw that on the deferred revenue side, assuming it's the same for deferred expense reports. I couldn't find any saved search or analytic workbook workarounds for the time being either unfortunately.

in Creating a consolidated Deferred Expense Waterfall Report Comment by User_6Z0Y6 Nov 21, 2023 1:43PM