--- title: Revenue tracker reporting options description: Run Revenue Tracker reports on various options including Currency and Office Grouping --- [Skip to content](https://knowledgebase.counta.com/knowledge/revenue-tracker-reporting-options#main-content) English Show submenu for translations ![Counta\_logo\_fullcolor](https://knowledgebase.counta.com/hubfs/Counta_logo_fullcolor.svg) Open main navigation Close main navigation - English Show submenu for translations How can we help you? - There are no suggestions because the search field is empty. 1. [Counta Help Center](https://knowledgebase.counta.com/knowledge?hsLang=en) 2. [Jobs](https://knowledgebase.counta.com/knowledge/jobs?hsLang=en) 3. [Revenue Tracker](https://knowledgebase.counta.com/knowledge/jobs?hsLang=en#revenue-tracker) July 16, 2026 # Revenue tracker reporting options ## This guide provides steps on how to run Revenue Tracker reports on various options including Currency and Office Grouping. ### **Step by Step Guide:** 1\. Navigate to **JOBS \> Revenue Tracker \> Revenue Tracker.** ![](https://colony-recorder.s3.amazonaws.com/files/2025-10-09/a9686e89-6dff-491b-90e5-62957099dfe5/user_cropped_screenshot_b6a1cbdb13044a18a08b7832e056b850_text_export.jpeg) 2\. Select **Revenue Tracker Report.** ![](https://colony-recorder.s3.amazonaws.com/files/2025-10-09/b225207f-3bbf-4bea-8a9a-221dba1cc265/user_cropped_screenshot_6e93f0bc41a241008dbac243767240e5_text_export.jpeg) 3\. From the **Revenue Tracker Report Selection Screen,** users have several options to run the following reporting. ![](https://colony-recorder.s3.amazonaws.com/files/2025-10-09/d0e20113-5036-4a89-818c-1cf035fa290a/user_cropped_screenshot_38f0d40ff8c74fdfb5047ae34820834f_text_export.jpeg) 4\. **Use Office Home Currencies** -Use the default office currency. ![](https://colony-recorder.s3.amazonaws.com/files/2025-10-09/35a6035c-d8ba-4f60-8350-7e24c69e8034/user_cropped_screenshot_581406dc498e483abf12a9645f96acb0_text_export.jpeg) 5\. **Convert to Selected Currency** - Use which FX rates to apply for each accounting year included: - The current FX Rates - The **MONTHLY FX RATE CARD** - Choose the different monthly rate cards for the different years if the report spans multiple accounting years if you have created multiple rate cards. The latter requires users to establish the monthly rate cards which can be setup from **Setup Files \> Currencies \> FX Monthly Report Rates** ![](https://colony-recorder.s3.amazonaws.com/files/2025-10-09/b8e9380c-a07d-4647-addc-162f923bd216/user_cropped_screenshot_3306af3c121548249325a3cc838de752_text_export.jpeg) 6\. #### **Grouping Options-** Define how the report is grouped by choosing up to 3 different custom grouping options. - **GROUPING OPTION 1** - **GROUPING OPTION 2** - **GROUPING OPTION 3** ![](https://colony-recorder.s3.amazonaws.com/files/2025-07-18/4dbd5f0b-432a-4a96-a3a8-3037dec9736e/user_cropped_screenshot_010ed30635c04ec29dca176be0365c2c_text_export.jpeg) 7\. Users can select one option from the categories below on data to be included within each grouping option. - **Probability** - **Client** - **Product** - **Master Client** - **Client Type** - **Client Manager** - **Job Manager** - **Job Type** - **Department** ![](https://colony-recorder.s3.amazonaws.com/files/2025-07-18/7a234146-ba26-4bf8-8580-3f8722c4b4ae/user_cropped_screenshot_70d9cd149b81458486ab1c9b1aed4621_text_export.jpeg) Tip: Users can choose to report by master job (roll any sub jobs up into the master job - or show all sub jobs individually) ![](https://colony-recorder.s3.amazonaws.com/files/2025-10-09/f3e3c322-3dbf-4253-969b-e1a1730b4afd/screenshot_1ea632c0a9ff42b6b7fa5cbf99b8f7b2_text_export.jpeg) ### Filter Options 8\. Users can also choose from multiple filters below to view the Revenue Tracker Reporting - **Offices** - **Job Managers** - **Client Managers** - **Clients** - **Products** - **Campaigns** - **Job Types** - **Departments** ![](https://colony-recorder.s3.amazonaws.com/files/2025-07-18/7a3f3867-dd6d-414a-a222-8b01f3067d2c/user_cropped_screenshot_63ef65871aa5409f834a88716d70a2f1_text_export.jpeg) Tip: Consolidate multiple offices by unchecking **SEPARATE REPORT FOR EACH OFFICE** ![](https://colony-recorder.s3.amazonaws.com/files/2025-10-09/dd7e4d55-adfc-4d6e-81f7-e598d3a6cf8f/screenshot_6b450fd255ef45d6ad4cd2ea1115d08e_text_export.jpeg) ### Summary Page 9\. - Users can now elect to include or exclude the summary page Note: The **Summary Page** will always be excluded if multiple currencies are included in the report. ![](https://colony-recorder.s3.amazonaws.com/files/2025-10-09/26563519-daf6-4182-8d53-8015e98295a4/user_cropped_screenshot_32ca84d2294147fca40ad0c818a862ce_text_export.jpeg) - 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