How to Add Entity Currency

The Entity Currency option allows you to generate Cash flow reports in Local Currency. Add an Entity Currency to a reporting member as follows:

1. Navigate to Maintenance > Hierarchy >Hierarchy Management. Make sure you are in Edit mode.

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 the Currency Code, select Entity Currency as the Currency Code.

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.