Reporting on multi-currency activities

When you use a default Ortto report or create a custom report to view analytics on things like campaign and product performance, Ortto will present multi-currency field values in your default currency. The value you see in reports is a conversion of all the various multiple currency values that exist in your activity data. You also have the option to view values in a different currency to your default currency.

When multi-currency field values are used in reports, the value displayed will reflect the conversion rate at time/date the field value was set. 

For example, this ledger report on “Booked flight” activities shows a column for “Price” (a multi-currency attribute). The different "Price" attribute values (each of which was sent to Ortto in a different currency) are converted into and displayed in your default currency value.



You have the option in the report setup at Advanced > Currency to change the currency in which the values are displayed. When changing the currency, the values will change according to the conversion rate at the time the activity occurred.