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@Clarisa De Torres-Oracle - I worked with a consultant through ACS today to get an answer to this. We added the following formula: CASE WHEN {name} = {sourcetran^transaction.transactionlines.amortizationsched#display} THEN 1 END The Name field in the formula was taken from the Amortization schedule. Then, we created a…
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@Clarisa De Torres-Oracle - So are you saying that there is no way to get an Analytics report to accurately show the location-department-class associated with the amortization schedule in an Analytics report without duplicating data for bills associated with multiple amortization schedules?