Exchange Rate Report: Header Area

In the Header area of the Exchange rates report, you can configure date ranges for the report and provide a name for it

Header Area Fields

Field

Used for

Name

Provide a name for the report.

  • It is a required field. If you do not provide a name for the report, you will not be able to save it.

Date from

A start date of a period to be covered by your report.

  • By default, the first day of the current year is set as a date from. However, you can change the date if necessary.

Date to

An end date of the period to be covered by your report.

  • By default, the current date is set as a date to. However, you can change the date if necessary.


After providing header details, you can generate the currency exchange rate report based on the specified information and default grouping and summarizing methods.

 

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