Currency Summary in View Mode

Note: This feature is in controlled availability, and will be released for general availability soon. To gain early access, contact your Customer Success Manager.

What's New

In organizations using multiple currencies, the Summary Currency setting allows you to display charts, highlights, and summary fields in a selected currency. The setting was until now only available when creating or editing a report. 

Now you can access this setting in view mode.


  • Easily switch currencies without going into edit mode and saving the report
  • Users without edit permissions can switch currencies

How it Works

The setting is available in each report tab, under Advanced.



  • When you switch currency, the changes are applied instantly, but the report is only refreshed after clicking Close.
  • Like other changes you make in view mode, you will be able to import the currency change in edit mode.


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