Match processing dollars to TE Implementation cases

The TE Implementation team gets a case created in Salesforce automatically when a customer purchases TE. Once the customer gets trained, the rep changes the case status to "Enrolled Not Processing". Once the customer processes $500 or more, then the rep changes the case status to "Closed - Account Processing". Previously, the reps were going into BAM and checking the processing dollars to see if they could close their case.

Recently, I have been pulling the list of cases marked as "Enrolled Not Processing", pulling a processing report from PBI, and using a vlookup to see which cases can be closed. Then I use the Salesforce dataloader to update them.

Down the road I'd love to get the processing dollars in Salesforce and get automation around this (discussed with the Bus Sys team and was told to leverage PBI for now), so in the meantime, Chasity and I would like a report with the following columns:

Company ID (BAM)

Root ID (BAM)

Account Name

Salesforce Case Number

Case ID

Case Owner

Date/Time Case Opened

Tuition Express Status

Dollars Processed (no time range necessary, we just want to see when they hit $500 or more)

Number of Transactions

Here is a link to the Salesforce report I use: https://procaresoftware.lightning.force.com/lightning/r/Report/00O8W000007olEGUAY/view?queryScope=userFolders

And an export is attached.