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Looking for Quick Help on a Saved Searcg

edited Jan 3, 2020 1:04AM in Search / Reporting 3 comments

I have the following formula written (successfully) to capture all invoices for our Sales Team for all accounts in a given period.
CASE WHEN TO_CHAR ({transaction.trandate},'Mon YYYY')= 'Feb 2014' AND {transaction.type} = 'Invoice' AND {transaction.account} = 'Sales' then {transaction.amount} else 0 end

However,
I also need to add Credit Memo transaction type so to properly get final sales figures
My failed formula to do this was:
CASE WHEN TO_CHAR ({transaction.trandate},'Mon YYYY')= 'Jan 2014' AND {transaction.type} = ('Invoice','Credit Memo') AND {transaction.account} = 'Sales' then {transaction.amount} else 0 end

Can anyone help me before Monday AM???- how to add Credit memo?

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