Report Designer - Add currency symbols

Summary

How you can add currency symbols to your documents using Report Designer.

Resolution

Add your base currency symbol

Select the document you want to amend, then click Edit.
On the menu bar click Report, click Report Properties.
Enter a new report name and description, then click OK.
Select the object, then in the Properties pane select the Formatting option.

TIP: If the Properties pane does not appear, click View Properties.
Click the finder button .
Click Numeric, then check the Show as currency box.
Click OK.
On the menu bar click File, click Save As.
Enter a new file name then click Save.
On the menu bar click File, then click Exit.

Add the symbol of the currency applied to customer/supplier record

In this instance, you can add the symbol of the currency assigned to your customer, supplier or bank account. For example, your base currency is sterling, but you have customers in US dollars.

Select the document you want to amend, then click Edit.
If required, to make space on the layout you can click and drag items.
On the menu bar click Toolbox, then click Add Data Field.
Click once in the blank space where you want the data field to appear.

NOTE: You can learn more about moving or resizing existing objects through our help guide, Report Designer - move, align, resize and centre objects.
In the Add Data Field window, expand the CURRENCY table.
Click the SYMBOL data field, then click OK.
If required, click and drag to move or resize the data field.
On the menu bar click File, then click Save As.
Enter a new file name then click Save.
On the menu bar click File, then click Exit.

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Solution Properties

Solution ID: 210316093703810
Last Modified Date: Wed Aug 23 09:07:10 UTC 2023
Attributes: Product Details
Modules: Report Writer
Views: 0