Advanced Pack - Report - Currencies

[xiv]

Hello!

When I create a report, it ignores the currency set for the fields and always displays the default currency defined in Settings.

For example, I created a currency field amountEUR, where amountEURCurrency is set to EUR by default. However, when I generate a report, EspoCRM Advanced Pack displays the default currency from Settings instead.


EspoCRM 9.3.4
Advanced Pack 3.12.1


Thank you in advance.

X

[victor]

If I understand you correctly, you should add not "SUM:amountEUR", but "SUM:amountEURConverted" to the Report. And it is in "SUM:amountEURConverted" that the value for each record and their final sum will be correctly converted.
For the field "SUM:amountEUR" you will see the GBP icon, since GBP is your Default Currency. I advise you to do as I advise above. However, as a workaround, you can simply add to "SUM:amountEURConverted" two fields "SUM:amountEUR" and "amountCurrency" (screenshot 2).

Thus, if we set (in my example) in Administration > Currency > Currency Rates for CHF -> USD/1 -> 1.25 (screenshot 3). Then in your report we will get the correct result that you asked for (screenshot 4). Since USD is my Default Currency - In my report, the USD symbol is displayed (for you, it will be GBP).

[xiv]

Dear Victor,

Thank you for your prompt response.

Unfortunately the workaround you have suggested is not usable, it keeps the currency sign or currency abbreviation of the default currency. This also won't work for Dashlet Options - 'What to Display' - 'Total'.

There is some additional context — different records (such as contracts) may use different exchange rates over time. For example, a contract signed in January would use the January exchange rate, while one from February would use the February rate. Therefore, a single global setting for currency conversion is not useful for us. Instead, we have a separate field where the converted amount is calculated using a formula.

Thank you for your help.
X