Consolidated reports

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With the Consolidated Reports feature, you can easily generate comprehensive sales reports across multiple currencies by consolidating all data into your store's main currency.

Animated demo of currency filtering in ReadyCMS's order report panel, showing a user selecting different currency options in the filter modal.

This feature calculates prices based on the current exchange rate, simplifying your financial analysis and ensuring clarity across all currency-based transactions.

How to use Consolidated Reports

  1. Navigate to Sales & Orders Reports:
    • From your dashboard, go to Shop > Reports.
  2. Select consolidated currency:
    • Click on the Filter button at the top-right corner of the Sales & Orders Reports page.
      Sales & Order Reports dashboard in ReadyCMS showing a summary of sales metrics and detailed order fulfillment breakdown by status such as Returned, Not Fulfilled, In Progress, Shipped, and Completed.
    • From the Currency dropdown menu, select Consolidated (MAIN CURRENCY). This option converts all transaction data into your main currency using the latest exchange rates.
      Currency filter dropdown in ReadyCMS order reports, showing available options such as 'Consolidated (EUR)', 'EUR', 'currencies', and 'values'.
  3. Review your consolidated reports:
    • Apply the filter to generate a consolidated report.
    • You will now see all data (including sales, product reports, geographical reports, and other details) unified into your main currency.

Important!
You can consolidate reports only in the main currency defined in your store settings.

To set or verify your main currency, go to Currency settings.


What's next?

Now that we have concluded our e-commerce topics, let's move on to Productivity tools.

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