Scenario: User needs to display the currency along with the amount in the report made using saved search.
Solution:
List> Saved search> New
Edit the transaction saved search.
- On the Results tab: Add the following Fields.
- Document Number
- Name
- Formula Numeric
Summary Type: Sum
Formula: ((CASE {currency} WHEN ‘USA’ THEN ‘$’ WHEN ‘British pound’ THEN ‘£’ WHEN ‘Canadian Dollar’ THEN ‘$’ WHEN ‘Euro’ THEN ‘€’ END)||{amount})
- Add a Label
- Click Save & Run