When you are viewing data in Affluent, the system will show you data based on your preferences. There are several different levels of preferences.
- Account level preferences are set in Profile & Settings > Reporting and are the default settings for your user.
- Brand level reporting preferences are set in the the brand manager, for each brand individually. Those settings override account level preferences.
- The date settings & currency selector in the top right-hand corner of ever page overrides all levels of preferences.
This article reviews brand level reporting preferences.
To set or edit the reporting preferences for a brand, navigate to that brand in the Brand Manager and click on "Settings" on the right hand side.
Settings in this section will be applied to the brand and therefore affect how anyone who has access to the brand, sees the data. You can edit the follow settings for a brand:
To edit the name of brand, click the pencil icon and update the text. By clicking outside of the text box, the name will update. Changes made here will be implemented for your entire organization.
To upload a brand logo, click the upload box or drag and drop a logo into place. For more information on uploading a brand logo, read: How to Upload Brand Logos.
Select the default currency for the brand. Affluent supports USD ($), GBP (£) and EUR (€), CAD (C$), AUD (A$), CHF, and JPY (¥). Selecting a currency means that all users will see the brand displayed in this currency by default.
First day of the week
Select a default first day of the week for the brand. If you do not select something here, your default account settings will be used. Selecting a specific first day of the week, means that all users will view this brand with the brand's defined first day of the week by default. It will override their account preferences.
If the brand follows a fiscal year calendar, you can upload it here. If you select fiscal year, you must upload the fiscal calendar dates. A brand with a fiscal calendar will display, by default, in fiscal format for all users.
Fiscal Calendar Setting
If you enable Fiscal Year for a brand, you must upload a CSV file with the dates for that calendar. An upload template can be downloaded here. Once you enable fiscal year and upload the calendar, wherever you view this brand, Affluent will default to the fiscal calendar year. For more information on uploading and using fiscal calendars click here.
The toolbar in the top right hand corner of Affluent displays the settings you are currently viewing.
For example if you are looking at the Brand Overview for a brand using a fiscal calendar, with Tuesday as the first day of the week, reporting in GBP, the toolbar will display this:
The fiscal calendar will be applied if you are viewing a report or dashboard with a brand filter for a brand with an uploaded fiscal calendar. If there are multiple, conflicting brands on the report or dashboard, the calendar will revert to your overall account setting.