---
title: How to set up a reporting/viewing currency?
description: You can customise and choose which reporting currencies you'd like to use on your account. Here's how
---

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December 4, 2025

# How to set up a reporting/viewing currency?

## You can customise and choose which reporting currencies you would like to use on your account.

Please note that you need to be a **Client Admin** to be able to change the reporting currency.

<iframe src="https://www.loom.com/embed/a4c7424f1e7f426e887263bc70869e0c" frameborder="0" webkitallowfullscreen="" mozallowfullscreen="" allowfullscreen style="position: absolute; top: 0; left: 0; width: 100%; height: 100%;"></iframe>

**Step 1:** Click on your initials on the top right corner of the screen. Then select **Settings**

**Step 2:** Navigate to **Default Settings.** Click on **Edit** on the top right corner of this widget.

**Step 3:** Click the drop-down under **Base currencies**, and check all the currencies you would like to use as reporting currencies.

**Step 4:** Under **Base Currency**, you can click Default Currency and choose your preferred default reporting currency.

**Step 5:** Click Save.

**Note:** Your reporting currencies will take some time to reflect as all the data will be recalculated to your selected currency. We recommend waiting for about 20 minutes for the new data to pop up.

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