Advanced Pack - Report - Currencies

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  • xiv
    Junior Member
    • Apr 2024
    • 21

    #1

    Advanced Pack - Report - Currencies

    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.

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  • victor
    Active Community Member
    • Aug 2022
    • 1172

    #2
    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).
    Attached Files
    Last edited by victor; 04-02-2026, 02:26 PM.

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