Exchange Rates Report: Default Summarizing

By default, the Exchange rate report creates a list of currency exchange rates for a time span covered by the report.

Note: If no data is available for certain groupings, nothing is displayed for them.

The default summarizing settings are defined in the values section of the Exchange rates report.
To define the summarizing methods, the summable fields have been added and summarizing options have been specified for them. Except for specific reports that do not provide for full customization (see Customizing Reports), you can change the summable fields and the summarizing methods for your reports. In case of Exchange rates report, you can do that.

To customize the default summarizing parameters:

  1. On the page for configuring report parameters, click the Customize button.
  2. Use the values section to view and customize the default summable fields and summarizing methods defined for them.

You can delete, rearrange, add new summable fields and specify summarizing methods for them.

For information on how to customize summarizing settings, see Summarizing Report Data.

To add a summable field:

  • In the values section, click the Select an option box, and then select a summable field from the list of options.

The list displays summable fields from the selected report type which you can use to summarize report data in columns. For the Exchange rates report, you can use the fields that were used for default summarizing.

The SUM function is selected as a default summarizing method for all fields.

If it is required to change the summarizing method, you do that as follows:

  • Click the calculation option box to the right of the field, and then select one of the available summarizing options from the list.

For summarizing options, see Summarizing methods/ Summary functions.

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