> ## Documentation Index
> Fetch the complete documentation index at: https://docs.wisepim.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Analytics settings

> Set the timezone and currencies every order report uses, record exchange rates per order date, and update past reports after a change.

Every order report in the project reads the same three settings: the timezone that decides when a day ends, the currency stores are added up in, and the currency of the cost prices in your catalog. This page sets them, holds the exchange rates you record, and recalculates past reports when something changed.

**What this page enables:** one agreed definition of "yesterday" and "total" for the whole team, converted totals across stores at rates you chose, and margin on orders that would otherwise stay unknown for lack of a cost currency.

**Where to find it:** open **Analytics**, expand the **Data & setup** group in the sidebar and click **Analytics settings**. The **Confirm reporting basics** step on the [Today](https://docs.wisepim.com/en/analytics/today.md) page lands here too.

![WISEPIM Analytics settings with reporting basics, exchange rates and report updates](https://mintcdn.com/swiftsyncai/sYRp2D_RvWvuuDNm/images/marketing-screenshots/analytics/order-evidence-settings-light-branded.webp?fit=max\&auto=format\&n=sYRp2D_RvWvuuDNm\&q=85\&s=b2b8b639bb8800ada6fb492313c25e46)

> [!NOTE]
>
> These settings apply to every report in this project. Changing them needs permission to manage settings. Reports per store stay in each store's currency whatever you set here; the reporting currency only adds a converted total on top.

## Reporting basics

The **Reporting basics** card offers a **Recommended** set and a **Customize** option.

| Setting | What it does | Recommended value |
| - | - | - |
| **Timezone** | Sets where each order day starts and ends. Complete days, comparisons, targets and schedules all follow it | From your browser or from your store settings |
| **Reporting currency** | The currency stores are added up in on the reporting card of the Orders page. Each store also keeps its own currency | The currency most of your stores sell in, shown as **EUR, used by N of N stores** |
| **Currency of your cost prices** | The currency of the cost prices in your catalog, so Margin can use them. Empty means unknown, never zero | **Same as your main store** |

Click **Use recommended settings** to accept all three, or **Customize** to pick your own. Before you save, the preview line reads **Reports will use `{timezone}` days and add stores up in `{currency}`. N stores need exchange rates.**

> [!WARNING]
>
> Saving does not rewrite history by itself. The page says **Saved. Your reports still use the old settings until you update them.** Run **Update reports** below so past days are recalculated with the new timezone and currencies.

## Exchange rates

Stores that sell in another currency than the reporting currency need a rate for every order date. The **Exchange rates** card tells you how many: **N order days need a rate**.

* **Enter one rate** adds a single rate: the from-currency, the order date and the rate, read back as **Read as `{rate}` `{reporting}` per 1 `{currency}`** so you can check the direction. **Record rate** saves it.
* **Paste rates** takes one line per day: date and rate, separated by a tab or semicolon, and records them all at once.
* The card links to where to find official rates: ECB reference rates.

> [!NOTE]
>
> Rates are yours. WISEPIM stores the rate as you enter it and doesn't look it up, uses one exact rate per date, and doesn't fall back to the day before or to an inverse rate. An order date without a rate stays unconverted and is counted under **Orders without a rate for their date**.

## Report updates

The **Report updates** card recalculates reports for 1 to 366 days across the whole project, whatever store or currency filter you use. Save your settings first, pick the **From** and **To** dates, and click **Update reports**. Statuses: **Queued**, **Running**, **Done**, **Cancelled**, **Replaced by a newer update** and **Failed**. When it finishes, reopen a report to see the new numbers.

Other pages ask for an update too: linking products under [Unmatched products](https://docs.wisepim.com/en/analytics/unmatched-products.md) and posting purchase prices under [Costs](https://docs.wisepim.com/en/analytics/costs.md) both end with **Reports need an update.**

## Act on what you find

> **Margin is unknown on every order**
>
> Check **Currency of your cost prices**. While it is empty, catalog cost prices cannot be used, and Margin says **Needs product costs**. Set it, save, and run **Update reports** for the period you care about.

> **The converted total is marked Known so far**
>
> Some order days have no rate. Open **Exchange rates**, read the count, and paste the missing days. The reporting card on the Orders page shows the exact number under **Orders without a rate for their date**.

> **You changed the timezone and the targets now say Check the dates**
>
> Day boundaries moved, so each target's period has to be confirmed. Open [Targets](https://docs.wisepim.com/en/analytics/targets.md), check the start and end dates, and save each one.

> **An update says Replaced by a newer update**
>
> Someone started another update that covers the same days. Nothing was lost; the newer run carries the work. Wait for it to read **Done**.

## Related

> **[Today](https://docs.wisepim.com/en/analytics/today.md)**
>
> The setup checklist that starts with these settings.

> **[Margin](https://docs.wisepim.com/en/analytics/margin.md)**
>
> What the cost currency and exchange rates unlock.

> **[Costs](https://docs.wisepim.com/en/analytics/costs.md)**
>
> Purchase prices and fee imports that also need a report update.

> **[How Order Numbers Work](https://docs.wisepim.com/en/analytics/how-order-numbers-work.md)**
>
> Complete days, native currency and why nothing is converted implicitly.


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