Skip to content
  • There are no suggestions because the search field is empty.

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.

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.