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Reports sum in wrong currency

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Posted on by EmmaCRMadmin

Hello,

I have build a standard report where I want to display sum of sales target which is a currency field. The issue is that the summary are displayed in our org base currency. We are working in different countries in the same dynamics sales instance and would like to see the summary in the correct currency for each country. So if someone from US are running the report they should se the sum in USD and a person in UK should see it in GBP and so on.

Anyone who knows how we can accomplish this?

BR,

Emma

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a33ik 84,331 Most Valuable Professional on at

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Hello Emma,

I'm afraid you will have to use Visual Studio in order to achieve the report you want. Report Wizard always will build the report using base currency. Here is a good manual on how you can set up your workstation to enable development of reports for Dynamics - readyxrm.blog/.../

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David Jennaway 14,065 on at

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To add to Andrew's reply, the report will need to use the _base fields to sum the values using the organisation currency (otherwise you'll get incorrect results). To then convert this to the user's currency, you'll need a separate query to get the Exchange Rate. One way to do this is with the following query - there's no need to filter by Current-User, as the permission model ensures that this will only return the usersetting for the current user

<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="true">
<entity name="transactioncurrency">
    <attribute name="transactioncurrencyid" />
    <attribute name="currencyname" />
    <attribute name="isocurrencycode" />
    <attribute name="currencysymbol" />
    <attribute name="exchangerate" />
    <link-entity name="usersettings" from="transactioncurrencyid" to="transactioncurrencyid" link-type="inner" alias="us" />
</entity>
</fetch>

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EmmaCRMadmin on at

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Thanks Andrew and David for quick response! I will try it out with visual studio.

BR,

Emma

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a33ik 84,331 Most Valuable Professional on at

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Emma,

Don't forget to close threads you started. In order to do that click "Yes" under question "Did this answer your question?" at the top of the reply.

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