Multicurrency: Currency for Marketing Reports

You can select the currency to view report results. For revenue, “Base” is the base currency of the selected account system. For non-revenue records, “Base” is the base currency assigned to the user who creates the record. “Organization” is the organization currency. When you add revenue, the program calculates and stores the base currency and organization currency amounts, along with the transaction currency amount. When you switch currencies on the report, the amounts that display are the currency amounts calculated when the transactions were added.

You can change the currency view on these marketing reports:

  • Ask ladder response

  • Membership renewal effort

  • Source code performance

  • Unresolved responses

  • Source analysis response

  • Indirect responses

  • Marketing summary

  • Appeal mailing performance

  • Appeal package performance

  • Selection brief

  • Marketing revenue

  • Average gift comparison

  • Package performance