Sapiens.BI Basic - Analytic Reporting

by sapiens.bi

Dynamic Reports and Interactive Charts. A powerful tool for SuiteCRM report creation and data analytics. Includes a variety of chart types, detailed, summary and pivot tables. This Reporting Tool is very user-friendly, no need for technical knowledge or SQL. The Sapiens.BI tool comes with over 100 pre-built reports that are ready to be used on day one.

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#5296 - Currency Name on Reports

Open Bug? created by RedPiranha 10 months ago

Hi Is that possible to retrieve currency symbol for an report instead of currency id?

  1. sapiens-bi member avatar

    sapiens.bi Provider

    10 months ago

    Hi,

    Thank you for contacting us! Yes, you can add currency info 1. You should open the report and under "Fields" tab, you can click "Add module to current report" Screen Shot 2024-04-12 at 11.36.13.png

    1. In module loader you should now add the module "Currencies" by a click to a green "+" before the module where you have currency_id For example, in the scheenshot below I added "Currencies" to "Opportunities" module. Please remember to select "currency_id" in a relation next to your module, - like in the example below it is selected next to Opportunities module. Screen Shot 2024-04-12 at 11.39.28.png

    2. You can then click "Update current report", you will return to your report. Under "Fields" tab you can now select the necessary currency fields.

    I hope this was helpfull. Feel free to contact us for any further questions!

    Best Regards, Sapiens.BI team

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  • Supported Versions
  • 7.0.0 to 8.6.1

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