Saturday, April 6, 2019

Saved Search to Display Opportunity Records with Projected Totals on their Original Currency

Opportunity reports and saved search results are always converting the Projected Total of each transaction to the base currency of the account, using the Exchange Rate of the Foreign Currency.

Therefore, in order to obtain a list of Opportunities displaying the amounts in their respective currency, the user has to create a saved search as following:

1. Navigate to Lists > Search > Saved Searches > New
2. Select Search Type = Transaction
3. On the Criteria tab > Standard subtab, add the following filter:

Type = Opportunity

** User may add more filters as necessary.

4. On the Results tab > Columns subtab > add the following:

Formula (Numeric) = ROUND(TO_NUMBER({projectedamount})/TO_NUMBER({exchangerate}),2)

** A user may rename this column by entering a value under the  Custom Label column.

5. For visibility purposes, a user can add Field and/or Currency, and replace it right before or after the Formula (Numeric) field.

As a result, the list is displaying the Opportunities and their Total converted back to their original Currency Amount, and is ready to be printed and/or emailed.

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