multi currency reporting RRS feed

  • Question

  • I have an expensive entity that lets the user submit in pounds or dollars but when I try to run a report it defaults back to the base currency which is pounds. I need to be able to produce the report in Dollar is this possible?

    Monday, August 4, 2014 10:15 AM

All replies

  • For every money field in CRM, including ones you make, there is a second attribute called %attributename%_BASE that also stores the money value in the base currency of CRM.  Note, this only works if you have the exchange rate set in CRM, and will only be recalculated if you change the money value, not I the exchange rate is updated.

    So, if you really did make money fields, and you did set an exchange rate, you can report against the base currency in CRM.  Then, if you need to change the value reporting in from the base, just use the exchange rate to calculate your other currency in the report.

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    • Proposed as answer by Wayne Walton Monday, August 4, 2014 5:28 PM
    Monday, August 4, 2014 5:28 PM