How can you enable a report to show amounts in the user-preferred currency?

You enable users to specify their preferred report currency when you select one of two user-preferred currency conversion methods in the Reports and Analytics catalog, under My Account Preferences. When you do, salespeople can specify the report currency in their General Preferences.

Your organization must implement multiple currencies for this to work, of course.

Note: Only Fact amounts are converted. Dimensional amount columns, such as budget amounts under the Opportunity folders, aren't converted.

Set the Currency Conversion Method for Reports and Analytics

1. Click Navigator > Tools > Reports and Analytics.

2. Click Browse Catalog.

3. Click My Profile and select My Account.

4. In the Preference tab, select one of the two conversion methods from the Currency list:

   • User Preferred Currency using Simple Currency Management: Converts the amount in the corporate currency to the currency you selected using the conversion rate valid at the time the record was last updated or saved. (this is the default setting)
   • User Preferred Currency using Advanced Currency Management: Converts the amounts from the currency in the transaction itself using the conversion rate on the date of your report.
5. Click OK.

How Users Specify Their Currency

Here's how salespeople specify the currency for their reports:

1. Navigate to Tools, Set Preferences.

2. Select General Preferences > Regional.

3. Select the preferred currency. Available currencies include those set up in your application.