Reports issue - incorrect summation & conversion?

Summations look quite Okay on the regular demo instance - below is the screenshot of the report built for the RLI module - looks like the sum of addendums matches with the value provided in the row header, right?

Having that all the reports are actually based on regular SQL queries, the question is what is the criterion used specifically in your report and what is the module the report is built for. Also in rare cases, the customizations made to the modules may lead to the reports unexpected behavior

In regards to the currencies- if user switches the Preferred Currency from the base currency (e.g. from $ to EUR  in this example) and set a checkbox in the profile to show values in the preferred currency , then all the values will go displayed in EUR and the same report will look like this:



IMHO, despite some visual discrepancies, that visualization makes sense, so perhaps, that should be considered "as designed"

I hope this helps

Hi Dymtro

SugarCRM support have confirmed that there is a bug with reporting showing the incorrect currency value when a user has a different preferred currency to default.  Unfortunately no time frame as yet on fix. 

I hope it is quick though as a global CRM any issues with reporting from multiple currencies could be detrimental to teams and business!

Thanks

Sam

Hi Samanta,

Thank you for the information - some visualization discrepancies are usually a thing that corporate system users could get used to in their internal reports -  as you can find on the screenshots above reports a fairly readable in different currencies

At the same time, correct calculations are important in terms of the trust in the reports engine, so I wonder if support was able to confirm that the calculations (inc. summation) are correct for a properly set up report. 

Hi Samanta,

Thank you for the information - some visualization discrepancies are usually a thing that corporate system users could get used to in their internal reports -  as you can find on the screenshots above reports a fairly readable in different currencies

At the same time, correct calculations are important in terms of the trust in the reports engine, so I wonder if support was able to confirm that the calculations (inc. summation) are correct for a properly set up report. 

Hi Dymtro

In our instance it triggers these inconsistencies when you update a currency.  In this example the £ exchange rate has has changed from 0.871 to 0.671.-  My preferred currency is £.  When I view this report which is a simple SUM: Revenue by Sales person the system recalculates the SUM.

£27,878.50 / 0.871 x 0.671 = £21,477.01

But my RLI is still being charged at £27,878.50, the total in £ for this users pipeline is still £27,878.50.

As a user my totals are displaying less than what is actually coming in on invoice.

And this doesn't happen to all sum totals, its very inconsistent.

Thank you for the case details, Samantha -  will try to play with changing the currency rates