---
title: Building Multi-Currency Reports With saas•hapily
description: If you have multiple currencies flowing in, have no fear! saas•hapily can track them and help you report on them. Here's how.
image: https://saas.hapily.com/hubfs/saas-%20reporting1.png
---
[Skip to content](https://saas.hapily.com/blog/building-multi-currency-reports-with-zaybra#main-content)
[](https://saas.hapily.com)
- [ Solutions ](https://saas.hapily.com)
- ## Roles
- [RevOps](https://saas.hapily.com/for-revops)
- [Marketing](https://saas.hapily.com/for-marketers)
- [Finance](https://saas.hapily.com/for-finance)
- [Customer Success](https://saas.hapily.com/for-customer-success)
- [Sales](https://saas.hapily.com/for-sales)
- [Engineering](https://saas.hapily.com/for-product-and-engineering)
- ## Industries
- [SaaS](https://saas.hapily.com/for-saas-companies)
- [Education](https://saas.hapily.com/for-trainings-and-education)
- [Non-Profits](https://saas.hapily.com/for-non-profits)
- [Memberships](https://saas.hapily.com/for-memberships)
- ## Get Started Today
Discover what you can do
when you harness the power
of Stripe data in HubSpot.
[](https://cta-redirect.hubspot.com/cta/redirect/23722838/96150f92-15c6-4c9d-9f8f-1874dd9fdc4f)
- [ Case Studies ](https://saas.hapily.com)
- [](https://www.zaybra.com/zaybra-customer-story-kinsta-product-led-growth)
Kinsta needed to see account status,
upgrades/downgrades, and growth.
saas•hapily provided the ideal solution.
- [](https://www.zaybra.com/zaybra-customer-story-shapeways)
Shapeways wanted a streamlined quoting
process in HubSpot. saas•hapily delivered.
- [ Pricing ](https://saas.hapily.com/pricing)
- [ Blog ](https://saas.hapily.com/blog)
- [ vs Commerce Hub ](https://saas.hapily.com/vs-commerce-hub)
[ Request a Demo
](https://www.zaybra.com#demo)
[ Stripe ](https://saas.hapily.com/blog/tag/stripe)
# Building Multi-Currency Reports With saas•hapily
If you have multiple currencies flowing in, have no fear! saas•hapily can track them and help you report on them. Here's how.
Businesses tend to branch out to distant horizons. And by that, I mean entirely different countries. Of course, with different countries come different currencies.
So how on Earth are [sass•hapily](https://ecosystem.hubspot.com/marketplace/apps/sales/sales-enablement/zaybra-622453) (formerly Zaybra) users going to manage all that coin? Relax! sass•hapily comes bundled with a multi currency feature for your convenience. It will track the currency type you receive in Stripe and send it straight to HubSpot. You can then whip up a tasty batch of reports to keep track of how much you’re making.
Before we dive into an example, let’s take a look at how to use the multi currency feature to begin with.
### How to add new currencies to sass•hapily and HubSpot
In case you couldn’t tell from the title of this segment, you’ll need to add new currencies to both sass•hapily and HubSpot for this to work. Don’t worry though, it’s a snap.
1. Start by logging into your HubSpot account. Click the little gear icon in the top right corner of the page and then select, **Account Defaults** in the left sidebar.
2. On the **Account Defaults** page, click the **Currency** tab and then click **Add currency**.
3. Select the currency you would like to add and then enter in the exchange rate. This basically means how much a single unit of the currency is worth in your company currency. If you don’t know, a quick Google search will solve that quickly!
4. Click **Save** and you’re *almost* done! Keep that exchange rate handy. You’ll need it shortly.
5. Log into your hapily portal [here](https://app.hapily.com/login/).
6. In the left sidebar, click **sass•hapily > Exchange rates**.
7. The currency you just added in HubSpot should now appear! All that’s left is to enter the exchange rate under the **Value** field.
8. Click **Save Changes** and you’re done!
P.S. The **Add New Currency** button will redirect you to the currency page on HubSpot. Use it if you haven’t added the currency there yet.
### How to use sass•hapily multi currency in HubSpot reports
Now to get down to business! Avid HubSpot users will know that there are a lot of different ways to report on your cash flow. The best property to use for visualizing all your different currencies will be the **sass•hapily Currency** property.
Here’s a simple example of how that property factors into reports so you can get your sea legs.
1. Start by opening the **Custom report builder**.
2. Select Choose my own data sources, select **sass•hapily Transactions **as your primary data source, and then click Next.
3. Choose the **Vertical bar** under the **Chart** field.
4. For the **X-Axis**, add the **sass•hapily Transaction **object’s **Object create/date time** property. You can set the frequency to whatever you want. For this example, I chose **Weekly**.
5. For the **Y-Axis**, add the **sass•hapily Transaction **object’s **Amount** property.
6. Time for the case cracker! Add **sass•hapily Currency** to the **Break down by** field. Remember: This property will be the bread and butter of any multi currency reports you create, so make good use of it.
If you’d rather view the currencies separately instead of lumping them all into a single bar, you can put **sass•hapily Currency** in the **X-Axis** and **Amount** in the **Y-Axis**. Be sure to leave **Break Down By** blank in this scenario.
And that’s all there is to it! It all comes down to a single property (**sass•hapily Currency**). Easy right?
If you enjoyed this post, why not share it with your friends? And if you want to see what else the app can do, check out this blog post on [The Difference Between Hosted Invoices and Payment Links In HubSpot](https://saas.hapily.com/blog/the-difference-between-hosted-invoices-and-payment-links-in-hubspot)!
### [ David Staat](https://saas.hapily.com/blog/author/david-staat)
Helping users HubSpot hapily!
[ ](https://www.linkedin.com/in/david-staat-878198230/)
## Latest Articles
Browse Articles
#### Simplifying Tax Breakdown for Subscription Services Quotes
Learn the benefits of providing efficient tax breakdowns in quotes for subscription services. Enhance customer satisfaction and streamline ...
###### Sam Campbell
June 05, 2024
[ Stripe ](https://saas.hapily.com/blog/tag/stripe)
#### Organize Your SaaS Business: Managing Multiple Stripe Accounts
Discover why managing multiple Stripe accounts can help SaaS companies organize different services more effectively. Learn how this strateg...
###### Sam Campbell
June 05, 2024
[ Stripe ](https://saas.hapily.com/blog/tag/stripe)
#### Why Offering Multiple Payment Options Boosts Your Business
Learn about different payment methods, their benefits, and how they can expand your customer base. Explore insights on increasing conversio...
###### Nikki Zangardi
April 22, 2024
[ Stripe ](https://saas.hapily.com/blog/tag/stripe)
[](https://saas.hapily.com)
The easiest, most comprehensive way to manage your Stripe data and subscriptions in HubSpot CRM. Built [hapily](https://hapily.com).
### Let's Keep in Touch
###### saas•hapily
[Home](https://saas.hapily.com/)
[Customers](https://saas.hapily.com#customers)
[Features](https://saas.hapily.com#features)
[Testimonials](https://saas.hapily.com/#testimonials)
[Pricing](https://saas.hapily.com/pricing)
[Install Now](https://ecosystem.hubspot.com/marketplace/apps/sales/sales-enablement/zaybra-622453)
###### By Role
[RevOps](https://saas.hapily.com/for-revops)
[Sales](https://saas.hapily.com/for-sales)
[Marketing](https://saas.hapily.com/for-marketers)
[Finance](https://saas.hapily.com/for-finance)
[Customer Success](https://saas.hapily.com/for-customer-success)
###### Comparisons
[vs. Cartfuel](https://saas.hapily.com/blog/zaybra-vs.-cartfuel)
[vs. Chargebee](https://saas.hapily.com/blog/choosing-between-chargebee-and-zaybra)
[vs. Chartmogul](https://saas.hapily.com/blog/zaybra-vs.-chartmogul)
[vs. Commerce Hub](https://saas.hapily.com/vs-commerce-hub)
[vs. DepositFix](https://saas.hapily.com/blog/depositfix-vs-zaybra)
[vs. PayPal](https://saas.hapily.com/blog/why-paypal-doesnt-cut-it-on-hubspot-and-how-zaybra-changes-the-game)
[vs. Zapier](https://saas.hapily.com/blog/zaybra-vs-zapier)
###### Resources
[Blog](https://saas.hapily.com/blog)
[Knowledge Base](https://saas.hapily.com/docs)
[Security](https://saas.hapily.com/security)
[Feature Request](https://ideas.hapily.com/saashapily)
[App Marketplace Listing](https://ecosystem.hubspot.com/marketplace/apps/sales/sales-enablement/zaybra-622453)
[ ](https://www.linkedin.com/company/built-hapily/) [ ](https://www.youtube.com/@builthapily)
©2026 hapily. All Rights Reserved.
[Trust Center](http://trust.hapily.com) | [Privacy Policy](https://hapily.com/privacy?hsLang=en) | [Terms of Service](https://hapily.com/terms?hsLang=en) | [Security](https://www.zaybra.com/security) | [Cookies (yum!)](https://hapily.com/cookies?hsLang=en) | [Data Access Request ](https://app.termly.io/notify/63b59b6e-512c-482b-b39a-5e76d24025ff)
```json
{
"@context" : "https://schema.org",
"@type" : "BlogPosting",
"author" : {
"@type" : "Person",
"name" : "David Staat",
"url" : "https://saas.hapily.com/blog/author/david-staat"
},
"dateModified" : "2024-05-07T15:58:39.876Z",
"datePublished" : "2023-11-07T23:05:35.000Z",
"headline" : "Building Multi-Currency Reports With saas•hapily",
"image" : [ "https://saas.hapily.com/hubfs/saas-%20reporting1.png" ],
"mainEntityOfPage" : {
"@id" : "https://saas.hapily.com/blog/building-multi-currency-reports-with-zaybra",
"@type" : "WebPage"
},
"publisher" : {
"@type" : "Organization",
"logo" : {
"@type" : "ImageObject",
"url" : "https://saas.hapily.com/hubfs/saas_hapily_wordmark_light_paleta.png"
},
"name" : "hapily"
}
}
```