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I want to flag rows that have the same date, report ID, and same expense type, but for anything that shows up 3 or more times? I'm still new to this so I don't know if a multi-row formula is what I need or not. I'm okay with adding another column if needed.
You are right - the multi-row formula tool is your guy for the job. You can write a formula to the equivalent of your logic -- if Row-1:Date =Row:Date and Row-1:Report_ID=Row:Report_ID and Row-1:Expense_type=Row:Expense Type and then increase the count if true, otherwise capture it as 0 .
In a new column, you can do a running total of the Newly Created column above( Say;Multi_count) and then filter only those that are more than 3.