This inquiry is related to a travel business and the costs that are being reported. In one report we capture the total insurance field. On a second report, the cost summary report, we capture the total cost of a trip - including airfare, hotels,etc. This total cost doesn't itemize the details, but just provides a total minus any payments made by the customer. However this summary report doesn't include the total insurance. So when a customer has made a payment toward the trip, the difference showing is the insurance paid.
For example -
Total cost = 1,000
Total payments = 1,200
Balance due =(200)
In this example the customer's total payments also included the insurance.
My question is how can I capture the cost of the insurance as part of the Total cost so that this report balances out correctly? I would classify myself as a basic user and struggle with reports. But it seems to me that I have to find where the total cost is captured and find out what it's components are so that I can add the insurance component. My question is two fold -
1. Normally where could I look to find the Total Cost (again including various fees, and expenses)?
2. Once I find where the Total Cost is, how could I add the insurance amount to it?