When you add a currency column to a report in Salesforce Spiff, by default the report doesn’t show the currency code. You can add the currency code for the Commission Amount column in statement reports and obligation reports.
Required Editions
| Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions |
| Available for an additional cost in: Professional Edition with Web Services API Enabled |
| User Permissions Needed | |
|---|---|
| To edit a report: |
A Spiff user role with this permission turned on. Custom Reports: Edit |
If a field has the Currency data type, either by syncing a currency data from an external data source or by specifying the data type in Designer, the currency code appears automatically when you export the report.
A statement report and an obligation report both include a Commission Amount column by default. For statement reports, this column represents the total commission amount for the statement. For obligation reports, this column represents the commission amount that’s calculated line-by-line or calculated for a lump-sum rule. For these reports, manually add the currency code for the Commission Amount.
- In the report, click the Edit Columns icon.
- Search for Currency Code, and then add the column to the report by clicking the + icon.
- Click Apply.
- Click Run & Save.
The column appears in the report and shows each amount's currency code.