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New Idea

Display corporate currency in flat reports (alongside record currency)

Related products:CS C360 & R360 & P360CS ReportsCS Dashboards
  • January 26, 2026
  • 3 replies
  • 18 views
alizee
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  • alizee
  • VIP ⭐️⭐️⭐️⭐️⭐️

Hi!

I’m quite certain I recall a time when in-line reports featuring currency fields in multi-currency tenants displayed the data both in the record currency and a conversion to the corporate currency or user currency between brackets (as is the case in R360, and apparently in renewal center). Maybe I don’t recall right, but it appears that’s been on the roadmap for a while… 4 years and counting!

Not sure why or when the decision to remove this was made, but the current design is at best inconsistent, but most probably unhelpful as it now ONLY displays record level currency. 

What’s needed:

  • Flat reports: record currency (corporate currency (or user preferred currency if selected))
  • R360/C360: record currency (corporate currency (or user preferred currency if selected))
  • Aggregated reports: corporate currency (or user preferred currency if selected))
360
Flat Reports

Let’s be consistent! 

Thanks

The most expensive part of building is the mistakes. That's true in construction. Not so much in CSOps. So ask questions, make mistakes and learn. All views expressed here are my own.

    3 replies

    alizee
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    • alizee
    • Author
    • VIP ⭐️⭐️⭐️⭐️⭐️
    • January 26, 2026

    ​@pgeorge Can you let us know where on the roadmap that now sits? 

    The most expensive part of building is the mistakes. That's true in construction. Not so much in CSOps. So ask questions, make mistakes and learn. All views expressed here are my own.
    pgeorge
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    • pgeorge
    • Gainsight Employee ⭐️
    • January 27, 2026

    Hi ​@alizee 

    The current behavior is as below

     

    1. Flat reports currently show the record level currency (We do not show the Corporate or User preferred currency)
    2. For C360/R360 pages, we show the record level currency and also the converted value in either User preferred if available or the Corporate currency
    3. Aggregated values are shown in User preferred currency if available else defaults to the corporate currency.

    Except for the flat reports where we do not convert values, the other two are as shared. Am i missing the usecase?

     

    Thank you 

    Preethi

    alizee
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    • alizee
    • Author
    • VIP ⭐️⭐️⭐️⭐️⭐️
    • January 27, 2026

    ​@pgeorge The need is for consistency and parity. In this case: that flat reports display the user currency/corporate currency between brackets as is the case in the 360s (and renewal center, it seems!). 

    Is a dashboard that mixes record-level currency in flat reports, and user (or corporate) currency in aggregated reports useful? 

    Is it readable? Understandable? Comparable? 

    Or is the expectation that we data design all the flat reports through DD so they are converted? 

    Thanks. 

    The most expensive part of building is the mistakes. That's true in construction. Not so much in CSOps. So ask questions, make mistakes and learn. All views expressed here are my own.
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