In ActivReporter, unit conversion rates are read-only.
Unit conversion rates define the rates and operation used to convert from one currency to another. These rates are part of the multi-currency feature available in financial designs for performing simple translation between currencies as of a particular date.
When you double-click a unit conversion rate in the HD view, the associated Unit Conversion Table window opens to the Unit Conversion Table tab with focus on the selected rate in the Rates table.
Conversion rates satisfy four constraints:
Conversion rates must be positive numbers.
The "from" and "to" unit on a conversion rate cannot be the same unit.
The expiration date of a conversion rate cannot precede its effective date.
Duplicate conversion rates cannot exist for the same date.
The Unit Conversion Rates Listing provides a list of unit conversion rates defined in the General Ledger.
Content
For each unit conversion rate included on the report, the listing shows:
"from" unit
"to" unit
effective date
conversion rate
operation
expiration date
memo text.
In addition, you can include one or more of the following:
timestamps
memos
custom fields.
The following total appears on the report:
record count.
Print the report
In the Navigation pane, highlight the ActivReporter > Setup > Unit Conversion Tables > Rates folder.
Start the report set-up wizard.
To report on all or a filtered subset of unit conversion rates:
Right-click the Rates folder and select Select and Report > Unit Conversion Rates Listing from the shortcut menu.
On the Selection tab, define any filters you want to apply to the data.
To report on specifically selected unit conversion rates:
In the HD view, select the unit conversion rates to include on the report. You can use Ctrl and/or Shift selection to select multiple records.
Click .
Select the Options tab.
Mark the checkbox(es) for the additional information to include:
Timestamps
Memos
Custom Fields (only visible if custom fields are set up)
Select the Output tab.
In the Design field, look up and select the report design to use.
In the toolbar, click the icon for the type of output you want:
- Provides access to two preview options.
Preview - Click the icon or click the drop-down arrow and select Preview from the drop-down menu to view the report in the Crystal Reports viewer.
Preview to PDF - Click the drop-down arrow next to the icon and select Preview to PDF to view the report in the PDF reader.
- Opens the Print dialog so that you can select and configure a printer and then print a paper copy of the report.
- Opens the Report Email dialog so that you can address and compose an email that the report will be attached to. For best results, ensure your email client is running before you attempt to send a report via email.
- Opens the Export Report dialog so that you can save the report to a file. File types include Crystal Reports (.rpt), PDF (.pdf), Microsoft Excel (.xls), Microsoft Word (.doc), rich text (.rtf), and XML (.xml).
×
Report Email dialog
From
The email account from which to send the email. Valid options are:
Windows user default account. Sends email using the user's Windows default email account. For most users, this is the account configured in Outlook or another email client application.
Server personal. Sends email using the email configuration for the system or company server and the email address on the current user's authorized user record. The authorized user record must have a confirmed email address.
Server generic. Sends email using the email configuration and "from" address for the system or company server. This option requires "Send generic" access to the Server Email resource.
To
The email address(es) to which to send the email. Separate email addresses with semi-colons.
CC
The email addresses to copy on the email. Separate email addresses with semi-colons.
BCC
The email addresses to blind copy on the email. Separate email addresses with semi-colons.
Subject
The subject line.
Text box
The body of the email.
Data extensions
The following data extensions are available for the report:
Unit conversion tables
Unit conversion rates
×
Unit conversion rates security
Common accesses available on unit conversion rates
Access
A user with this access can...
Data
Have read-only access to unit conversion rates from anywhere in the software (e.g., field validations, filters, date expressions).
Read
Have read-only access to unit conversion rate records.
Report
Run reports with unit conversion rate information.
Report Designs
Create and edit report designs with unit conversion rate information. This access enables the Report Designs button on the Output tab of report dialogs.
Shared Answers
Create and edit saved answers related to unit conversion rates.
Shared Filters
Create and edit shared filters on unit conversion rates.
Visible
View the Rates folder in the Navigation pane.
×
Unit conversion rates filters
The following built-in filter is available for unit conversion rates:
Filter Name
Effect
? As of Date
Prompts for a date and lists the rates which are effective as of the specified date.
Unit Conversion Rates Listing
.
- Provides access to two preview options.
- Opens the Print dialog so that you can select and configure a printer and then print a paper copy of the report.
- Opens the 
- Opens the Export Report dialog so that you can save the report to a file. File types include Crystal Reports (.rpt), PDF (.pdf), Microsoft Excel (.xls), Microsoft Word (.doc), rich text (.rtf), and XML (.xml).