Details about this thread
  • State Verified Answer
  • Replies 7 replies
  • Answers 1 answer
  • Subscribers 296 subscribers
  • Views 1230 views
  • Users 0 members are here
Related content from around SugarClub

Show currency in Quote Report

Peter Hallett

Dear Sugar Users, 

My goal is to have the Currency field available in a Quote Report. i.e. List of Quotes, Totals and their Currency.

I do not have Currency as a reportable field for Quotes, i.e. I cannot see the Currency field when I build a report.

However it is on the Quote Records View Layout in Studio (See below)

And therefore, visible on the actual Quote Record. (See below)

I have noticed a few forum posts discussing Currency.   has developed a solution in the post below

CSV Extraction of currency field - Enterprise & Sell Answers & Best Practices - Enterprise & Sell - SugarClub (sugarcrm.com)

And   posted Report export to csv currencies - Enterprise & Sell Answers & Best Practices - Enterprise & Sell - SugarClub (sugarcrm.com)

I was hoping there might be a cleaner way of doing this?

BTW Sugar 12.0.4 Enterprise. 

Thanks in advance for any tips. 

Parents
  • 0

    We always wanted to report in separate currencies, so since v6 we have had: "reporting currency" which we populate in the back end when the record is saved (before save) with the ISO4217. We make that field reportable and add filters that we know will lead to a single currency (like our custom business region/country) so we can do reports by each of the currencies.

Reply
  • 0

    We always wanted to report in separate currencies, so since v6 we have had: "reporting currency" which we populate in the back end when the record is saved (before save) with the ISO4217. We make that field reportable and add filters that we know will lead to a single currency (like our custom business region/country) so we can do reports by each of the currencies.

Children