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Hey Niks, Apologies I was away on vacation. The NS_Concat solution worked - thank you for helping me find the solution!

Update: I was able to figure it out - correct formula is CASE WHEN {trandate} BETWEEN TO_DATE('01/01/2023','MM/DD/YYYY') AND TO_DATE('06/30/2023','MM/DD/YYYY') THEN {totalamount} ELSE 0 END

Hey @Tris Mendoza-Oracle Thanks for reaching out! The date filter in criteria is just to shrink the report size while I am testing. See attached