Free License - Managing Settings

The Settings tab includes the Reporting Currency section, which allows administrators to configure the currency used to display consolidated amounts across the various dashboards and reports.

Note: Only Admin users can configure settings.

To manage settings:

1. Navigate to the Administration module.

2. Click the Settings tab.

   The Settings page displays.

   

Reporting Currency

The Reporting Currency section allows administrators to set the currency used for consolidated amounts across various dashboards and reports.

Note: If no exchange rates are loaded for the selected reporting currency, the dashboards display the message “Missing Rate”. Load exchange rates in Administration > Exchange Rates before using the Reporting Currency view.

Note: The Reporting Currency setting applies globally across all legal entities. It is not configurable per entity.