Reporting in a common currency

Prerequisites

To assist with your learning, it is recommended that you look over the articles on the basics of Benevity Reporting in the following section:

To learn how to create custom measures, check out Creating Custom Fields and Measures.

 

Currencies available

If you have users spread across different countries, being able to accurately estimate your program’s total spend — no matter the currency — is important.

In Benevity Reporting, you can report in different currencies by creating a calculated measure. This might come in handy for report fields like total user donation amounts, budget usage, grant payments or Peer Matching.

Currency conversion is available for CAD, EUR, GBP, USD and AUD. We use average monthly exchange rates based on the transaction date. The rates are updated at the end of each month.

You’ll find the exchange rates listed in Measures > Transactions, Causes and Users > Exchange Rates.

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Example: Create a calculated measure to report in a common currency

In the following example, we will walk you through how to apply currencies using a calculated measure.

To learn how to create custom measures, check out Creating Custom Fields and Measures.

1. From the panel on the left-hand side, select the dropdown on the Measures section and click Create Calculated Measure….

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2. Enter a name for the measure.

3. Scroll through the Measures list to locate the measure you want to see in a different currency (such as User Donation Amount). Double click to add it to the Formula.

4. Add the multiply symbol to the Formula.

5. Go back to the list and locate the exchange rate measure you want and double click to add it to the Formula.

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6. Select Validate to check your formula for accuracy.

7. If your formula was successfully validated, select Create Measure.

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8. The new measure will be listed at the bottom of the Measures list. You can drag it into the Columns location on your ad hoc view. Or you can right-click the measure and select Add to Columns.

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9. Optional: To add a currency symbol, right-click on the column’s header and choose Change Data Format. Pick from the list of options.

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10. Great job! You’ve created your very own calculated measure for currency exchange! Your ad hoc view will now show the currency conversion as its own column or row.

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