How do I change the currency in my report?

aikades
aikades Member Posts: 7 VERIFIED MEMBER
Name Dropper First Comment Photogenic
edited March 14 in Sales CRM #1

Hello, I use multiple currencies in my business and when I add this report it only shows it in USD, how do I change it to another currency?

Answers

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,604 VERIFIED MEMBER
    Fifth Anniversary 1000 Comments 250 Likes 25 Answers

    The report shows currency metrics in your default currency.

    You can go to your personal preferences to change the default currency.

  • cassiecheen332
    cassiecheen332 Member Posts: 1 VERIFIED MEMBER
    First Comment
    edited August 2023 #3

    Customize Report Templates:

    If you're using a specialized reporting tool or accounting software, you might need to customize your report templates to display the desired currency. Look for options to edit the report template or layout settings.

    Using Macros or Formulas:

    For some advanced scenarios, you might need to use macros or formulas to dynamically convert currency values based on user input or data sources. This is more common in complex spreadsheets or reporting systems.

    Third-Party Add-ins:

    Depending on the software you're using, there might be third-party add-ins or extensions available that offer enhanced currency formatting capabilities.

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