Configure Currency Reporting Options

When creating reports for cost-related subject areas, you can specify whether to report data against the base currency, workspace currency, or the project currency.

To configure currency options for cost-related reports:

  1. In the object selector, select a workspace, project, portfolio, or program.
  2. In the sidebar, hover over Reports, and select Report List.
  3. On the Report List page, in the table, select a report, select the Context menu, and then select Edit.
  4. In the Report Editor panel, in the pane, select the Currency list.
  5. Select Base, Workspace or Project.
  6. Select OK.
  7. Select Save.
  8. In the Report Editor panel, select Close.

    Note: Reports only support the current workspace currency. For reports including one or more subject areas which do not support workspace currency, an error message will display to change the report currency. If a report contains columns that do not support workspace currency, those columns may either be be blank or shown in base currency. The report can be updated to base currency to see all cost data. Reports using historical data display the base currency. For more information on workspace currency, see Workspace Currency Overview.