Ad-Hoc Reporting in native currencies

Owned by Peng Gao
Sept 19, 2022
5 min read

Once the optional feature for Multi-Currency Support has been enabled by your Account Manager, in the reporting page, you will see a drop-down for all the supported currencies in the reporting page as shown in the screenshot below

Note that the currency selected in the top-right drop-down is the default currency selected in the account settings page when this option is enabled for your account. This drop-down will be visible across all reports in the SpringServe UI.

It is important to note that none of the reporting functionality changes when this feature is turned on. The only difference is that when you run these reports in a native currency, we display the values of the financial metrics (if selected) in native currencies. For more details on how reporting works in SpringServe, please refer to this link.

Details of an Ad-Hoc Report

Consider the screenshot below. It shows a supply report being run by Day for the last 7 days in Canadian Dollars. The two main things to be aware of in this case are:

  • The Impact of currency conversions - as mentioned in the parent page, we update the currency once a day and then use that exchange rate for the next day.

  • The Summary Tiles on the top of the page will reflect financial metrics in the native currency selected.

  • Clients can download the report as a CSV as usual. Any of the financial metrics columns that displays currency will have 3 letter currency appended same as the html report columns, but will not have the currency symbol in the body.

Currency Conversions in Reporting

Please note that the logic for currency conversion is highlighted in https://springserve.atlassian.net/wiki/spaces/TECH/pages/3556147208/Full+Currency+Support#Exchange-Rate-Refresh. So considering the screenshot above, note that we have used the exchange rate as applicable for each day in the report above.

Detailed report of the total in currency:

There is a screen shot of pod report run by cumulative interval for last seven days. The currency shown here in the HKD is the total of last 7 days. The way it calculate the last 7 days is it takes the currency of each day and then converts it in to the native currency(in this case HKD)with the each day applicable exchange rate and then finally it add up the last 7 days currencies and displays the total.

For example, day 1 USD * applicable exchange rate for HKD = currency in HKD +

day 2 USD * applicable exchange rate for HKD = currency in HKD +

day 3 USD * applicable exchange rate for HKD = currency in HKD +

day 4 USD * applicable exchange rate for HKD = currency in HKD +

day 5 USD * applicable exchange rate for HKD = currency in HKD +

day 6 USD * applicable exchange rate for HKD = currency in HKD +

day 7 USD * applicable exchange rate for HKD = currency in HKD +

= TOTAL

So that’s how the total for the cumulative pod report and the supply report by day for the last 7 days has been calculated for all metric columns in currency.

Cumulative Pod report for last 7 days

Supply Report by day for last 7 days