Currency amounts not pulling through for Grid Reports

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  • buratz
    Junior Member
    • Aug 2014
    • 13

    Currency amounts not pulling through for Grid Reports

    When compiling a Grid Report, only currencyConverted amounts and Integer fields are available, not Currency fields. Have tested this by changing a currency field to currencyConverted and it appears in the dropdown.
  • yuri
    Member
    • Mar 2014
    • 8552

    #2
    Yes. It how it's designed. How to group amounts of different currencies.
    If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

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    • buratz
      Junior Member
      • Aug 2014
      • 13

      #3
      So how do I add a currency field into a grid report?

      Comment

      • yuri
        Member
        • Mar 2014
        • 8552

        #4
        Customize this file: client/modules/advanced/src/views/report/fields/columns.js
        Clear cache.
        If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

        Comment

        • buratz
          Junior Member
          • Aug 2014
          • 13

          #5
          Brilliant, thanks that worked.

          Comment

          • yuri
            Member
            • Mar 2014
            • 8552

            #6
            Can you explain me why you need this please? If you have values of different currencies it will sum them and result will be not proper. You could change your default currency in the administration and the report would show aggregate values in that currency.
            If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

            Comment

            • buratz
              Junior Member
              • Aug 2014
              • 13

              #7
              I have a workflow set to pull from Opportunity to a custom entity named Project, pulling through Opportunity.Amount to Budget and Opportunity.Amount (converted) to budgetConverted (see attached workflow stage). Currently the budgetConverted fields displays as 0 (Budget displays correctly).

              If I go into the record and update the Budget amount manually, the correct amount displays in budgetConverted but it will not pull through automatically.
              Attached Files

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              • yuri
                Member
                • Mar 2014
                • 8552

                #8
                In the next version of EspoCRM it should be fixed. budgetConverted should be calculated properly.
                If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

                Comment

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