I am trying to customize a standard job cost report in Report Designer. It currently details the costs by cost codes and categories. It is totaled at the bottom, where then a % is added on to account for overhead. We are now allocating some of the overhead costs to the jobs in their own separate categories, so I would like to add another total at the bottom (which I can easily add) to exclude these category costs that we have already moved from overhead since we do not want to calculate overhead costs on these additional costs.
When I try to create a formula based on the categories I want excluded, it doesn't do anything. For example, I have tried IF(JC category <> "S", JTD cost(category) or JTD Total - IF(JC Transaction = "S", Amount(transaction), and several other formulas of the like. I have tried using the JC-Transaction file, the JC-Category file, and a few other files. Does anyone know how to get certain categories excluded from a total or if it is even possible? I don't want to condition the report to exclude them, because I do want these to still show up on the cost reports, just not in the total the overhead % is based off of. Thanks!