Multi-currency reporting lets you report across hierarchies in different currencies. Enable it in Master Settings and apply currency filters to metrics.
Enabling multi-currency reporting
Multi-currency reporting is turned on in Master Settings → Analytics/Insights via the Multi-Currency Reporting checkbox.
Once enabled, Allocadia exposes the currency dataset in reporting and lets you report across hierarchies that use different base currencies.
The gotcha: metrics inflate without a currency filter
Multi-currency reporting changes how certain metrics aggregate. Without a currency filter, metrics that sum across currencies return inflated amounts — because they add different currencies together as if they were the same number.
Any metric using the following underlying facts must be filtered to a specific currency to return correct values:
- Folder and Budget Measure Value (e.g. Target metrics)
- PO Amount (e.g. PO (items) metric)
- Actual Amount (e.g. Actual (items) metric)
The currency dataset is also available in the BI Export API if you want to report downstream per-currency.
When to use it
Multi-currency reporting is useful when:
- Your organization operates in multiple currencies and needs per-currency and consolidated views.
- You use the Multi-Currency Reporting features (currency conversion, FX rates).
When NOT to enable it
If your organization operates entirely in a single currency, multi-currency reporting isn't recommended — it adds complexity to all reports without delivering value for single-currency teams.
Before enabling, talk to your CSM or Support to review the implications for your existing reports.
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