How to Add an Entity Currency to a Reporting Member

Complete the following steps to post a local currency to a reporting member in the Reporting Hierarchy.

1. Navigate to Maintenance > Hierarchy > Hierarchy Management.

2. Select Finance Hierarchies as Type, then select Reporting for both Dimension and Hierarchy.

3. Click Show. Select the Reporting Currency node you want to apply an Entity Currency to.

4. From the Segment Properties section of the Properties pane, expand Currency Code, select Entity Currency as the Currency Code, then click Save.

5. Click Save to save the changes. The entity currency can now be used as a reporting currency when you run your reports.

When the reporting member is added to a Dynamic Report, the Entity Currency is displayed.

Additionally, the following options are also available in the Segment Properties section:

• Do Not Consider Opening Balance—Select if you want YTD values calculated in the first period to exclude the opening balance of the previous period.

• Do Not Consider CC Data—Select if you do not want the common currency value to be converted and reported in local currency.