Adjusting Currency for Users in Salesforce Reports
Salesforce has an option to adjust all data showing on a report to a single currency. This is based off the general currency (Setup > Administration Setup > Company Profile > Manage Currency > Manage Currencies). This will change the report to show the data in one currency. For example, if the reps are in both EUR and USD, but the option is selected for EUR all reps (including those in USD) will show in EUR.
This does not use the Manage Date Exchange Rate currency options. If a company uses the dated currency exchange rate, this will not be represented with the below.
Similarly, the amount fields with “(converted)” after it is looking to the general currency, not the dated exchange.
To change the currency to show general currency:
- Go to the report > click Customize
- Under "Show" click "Currencies Using"
- Select the currency you would like to make the report
- Save > Save & Return to the Report
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