Tuesday, January 22, 2019

Sales by Customer Report showing currency used

1. Navigate to Reports > Sales > Sales by Customer
 
2. Click Customize > On the Report Builder > Edit Columns tab > Add Fields > Expand on Sales folder and add the following: 

- Amount (Foreign Currency)

- Currency sub folder > Name

3. Go to the Filters tab > Add Fields > Expand on Sales folder > Currency sub folder > Name then equal to add Currencies and mark Show in Footer.

4. Rename and Save Report.

5. Change the Settings on the Currency from Multiple to USD or CAD.

6. Refresh.

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