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Reporting on the home currency likely value of an Opportunity

The Likely field (database field name is amount if you have amended the label) has behaviour hard coded into Access CRM and there will already be a field storing the value you require, this will be in studio as the field name _usdollar, and this will always store the value in the home currency of your system. It is however possible to mimic the home currency value into a custom field and report on that. To do this you will need to do the following (can only be performed by an administrator)

  1. Create a new field in studio and set the following criteria

    1. Data Type = Decimal

    2. Display Label = Something recognisable (e.g. Likely HC)

    3. Precision = 2 (This is decimal places, if you work to more than 2 then change as appropriate)

    4. Check the Calculated Value box

    5. Formula = divide($amount,related($currencies,"conversion_rate"))

Obviously it is up to you as a company if you choose to include this field on your record layout, however it does not need to be on your record layout to include it within a report.

All records will have to have their values recalculated before the value will show.

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