Currency Summary in View Mode (Multi-Currency)

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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