Changing the Default Currency
This article explains how to modify the default currency for your ClearPoint account.
Fernando Montenegro
4 steps
8 seconds
Clearpointstrategy
1
ClearPoint allows administrators to set the default currency used across the account. This default is applied when creating new measures or series that use currency-based data types. Setting the correct currency ensures consistency in financial reporting throughout your organization.
Updating the Default Currency
2
1. Click **Settings** from the top navigation. 2. Select **Account Defaults**.
3
1. Navigate to the **Account Options** tab. 2. Use the **Default Currency** dropdown to select your preferred currency. 3. Click **Save**.
Notes
4
- The default currency applies to new measures and series; existing items are not changed automatically. - You can still override the currency type at the individual series level when editing a measure. - This setting helps maintain consistent formatting across reports, dashboards, and exports.
Changing the Default Currency
This article explains how to modify the default currency for your ClearPoint account.
Fernando Montenegro
4 steps
8 seconds
Clearpointstrategy
1
ClearPoint allows administrators to set the default currency used across the account. This default is applied when creating new measures or series that use currency-based data types. Setting the correct currency ensures consistency in financial reporting throughout your organization.
Updating the Default Currency
2
1. Click **Settings** from the top navigation. 2. Select **Account Defaults**.
3
1. Navigate to the **Account Options** tab. 2. Use the **Default Currency** dropdown to select your preferred currency. 3. Click **Save**.
Notes
4
- The default currency applies to new measures and series; existing items are not changed automatically. - You can still override the currency type at the individual series level when editing a measure. - This setting helps maintain consistent formatting across reports, dashboards, and exports.
