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How do I change the currency my metrics are displayed in?

OneUp allows for dynamic conversion of currency per user, and for all users in your business.

Updated this week

Overview

If your company works in a certain currency, we have settings on the platform that enable you to view your monetary metrics in a range of different ways. We currently support the following currencies (the conversion rates are also updated daily. You can learn more about how OneUp converts currencies in this article):

  • AED

  • AUD

  • CAD

  • CHF

  • CNY

  • EGP

  • EUR

  • GBP

  • HKD

  • INR

  • JPY

  • NZD

  • SEK

  • SGD

  • USD

  • ZAR

Changing the company currency

If your entire business works in a single currency, or prefers to see figures in a particular currency, you can follow these steps.

Changing the company currency setting will change the default currency for all users on OneUp, if they do not have their own per-user currency setting selected. This change is easily reversible, but ensure you have team approval before continuing.

To change the default company currency, you need to have admin privileges.

  1. Navigate to Manage in the main navigation menu, and then, Customize OneUp.

  2. On the General page, you'll see a dropdown labelled Currency. Change the currency to the one you prefer for the whole business.

Users will need to refresh their browser before being able to view OneUp in the updated currency.

Changing currency per-user

If your business is made up of many teams across the world, you may want to give specific users or teams the ability to view OneUp in a currency of their choice. Here's how to do it.

The user currency setting will override any company currency setting. If a user's currency is set to default, the company currency will be used instead.

  1. Navigate to Manage and then Edit users.

  2. On the General page, select a user from the dropdown at the top.

  3. Then, navigate to the Currency dropdown on this page. Change the currency to the one you prefer for yourself.

By default, admin users have the ability to alter other users' currency settings.

Troubleshooting ✨

I'm not seeing certain metrics change currency

If you have altered your currency setting, and the currency your metrics are in hasn't changed after refreshing your webpage, your metrics may be configured as 'fixed currency' metrics. Reach out to our support team to learn more about this.

Currency also won't be changed for a given metric if its currency has been overridden within a report or chart. Check the metric's settings within the report to confirm if its currency is overridden first.

The metrics on my computer have changed currency, but metrics on the TV haven't

If you operate multiple TVs in different worldwide offices (for example one in the UK and one in the US), to update the TV's currency, you will need to contact us - we'll be happy to make the change for you!

Still need more help?

If you still require help on this topic, get in touch with our support team via the chat - we'll be happy to help! πŸ’™

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