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Home > English > Reports In Marin > Data Analysis > How To Articles: Data Analysis > Choosing Display Currency in All Clients View

Choosing Display Currency in All Clients View

Introduction

The All Clients view allows you to select a single currency in which to display monetary figures. Choose the currency you would like to see in the Display Currency drop down on the left side of the screen. This drop-down will not display if all of your clients are in the same currency.

Frequently Asked Questions

Below are some of the most commonly asked questions about this feature:

How is the currency conversion calculated?

Currency conversions will be calculated based on the previous day's conversion rates.


What currencies are available for me to convert between?

You can convert to any of the currencies utilized by the client accounts you have access to.


How does this affect saved views?

The currency selection will be preserved as part of any saved view you create in the All Clients view.


Can I use custom currency rates in this view?

Custom currency conversion rates can be uploaded at the client level, however those will not apply to the All Clients view. This view will use the default currency conversion rates for the application.

 

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