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How to format an OTBI report to see the total amount spent in a specific account by month?

Accepted answer


Within the expense reporting template, I am trying to create a report that will show the amount spent in a specific account by month. For example, the amount spent on hotels in January 2023. We will filter the report down to the employee level, however, I am not sure how to create a report like this that would show in a table format. I have attached an example of what I would like to see below.

Content (required):

Expenses - Expense Transaction Real Time report template

Version (include the version you are using, if applicable):

Code Snippet (add any code snippets that support your topic, if applicable):

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