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Update a Reports Grouping when in a Project Dashboard to the Project Currency

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Level 4

2/4/25

When a report is added to a project dashboard update the grouping (sum) column to the project's currency and not the system default currency. Example below. 

 

Why is this feature important to you - When a user is needing a sum of multiple currency fields on a project dashboard report it can be confusing to view the project currency and the system default currency conversion in one report. 

 

How would you like the feature to work - when a report is filtered to a project dashboard the grouping sum it will align to the project's selected currency 

 

Current Behavior - the report grouping is shown in the system's default currency. If the project's currency is different it will convert to the system default currency and convert the total. 

1 Comment

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Community Advisor

2/4/25

 

Thanks for posting this one @MorganHatcher (which I've Liked),

 

I was surprised when I first noticed this behavior, and we went to some extraordinary lengths to ensure that our AFA Burn Report and AFA Burn List solutions do show all numbers in a common currency, including a way to easily adjust the Exchange Rate on the fly, too.

 

Happy to chat further via doug.denhoed@atappstore.com with those interested in this apples-to-apples topic.

 

Regards,

Doug