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How to Choose or Change the Dashboard Currency
To ensure your dashboard displays the correct currency for reporting, follow these steps:
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Go to Settings
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Click on the Navigation Bar
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Find Settings.
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Open Organization Settings
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Under Settings, choose Organization Settings.
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Locate the Reporting Section
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Scroll down until you find the Reporting field.
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Change or Choose the Currency
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Beneath Reporting, you will see the Currency dropdown.
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Click the dropdown and select your preferred currency.
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Save Changes
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Ensure you save any updates before exiting.
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Your dashboard will now reflect the selected currency.
Important Notes:
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No automatic conversion: The dashboard will show amounts in the selected currency, but it does not calculate exchange rates. Ensure your data is already in the correct currency.