The Advanced Custom Report allows you to combine information about the Entities, Events, Properties and Agreements, usually obtained from different Contractual Reports, into one.
Accessing the Advanced Custom Report
To access the Advanced Custom Report:
- Navigate to the Reports page
- Select Advanced Custom Reports
Generating your Report
To generate an Advanced Custom Report:
- Select the Context you want to report on by clicking the '+' icon beside Agreements, Properties, Entities, and/or Events
Handy tip: If you only need to report on one Context, you can try using the regular Custom Reports for that Context, rather than using the Advanced Custom Report.
- Select the Columns you want to report on for each Context you've selected
The grey Columns are the standard data fields in Nomos One. The yellow Columns are any Custom Data Fields you've set up in your Organisation. If you want to create Custom Data Fields to report on in Nomos One, check out this article!
- Click Generate
Please Note: If you have a large Organisation, or if you've selected a lot of columns to be added to your Report, this may take a while to load. If you happen to experience any problems generating this report, please reach out to our team at support@nomosone.com
Customising your Report
Once you've generated your Report, you can further customise the layout of it by:
- Using the Filtering tool, to customise your Report only to show results which match the Filter selected
- Rearranging the Columns on your Report by clicking the headers, then dragging and dropping them into a different order
If you want to add additional Columns to your report, you'll need to regenerate your report first.
- Using the Grouping tool to change the layout of your Report, organising it by the selected Column
- Adding a Calculation to your Report if you've chosen a value driven Column, such as Annual Total Rent
If you've applied Grouping to your Report, when you add the Calculation it will apply to the individual groups as well as the Report as a whole.
Exporting your Report
Once you're happy with your report configuration, you can Export it to keep a copy. To Export your report:
- Click Export
- Select the type of file you want to export (PDF, Excel or CSV) and the report will save to your downloads folder
Please Note: Unfortunately we're unable to save any of your creations using the Advanced Custom Report as a template in an Organisation.
Nomos One does not provide or purport to provide any accounting, financial, tax, legal or any professional advice, nor does Nomos One purport to offer a financial product or service. Nomos One is not responsible or liable for any claim, loss, damage, costs or expenses resulting from your use of or reliance on these resource materials. It is your responsibility to obtain accounting, financial, legal and taxation advice to ensure your use of the Nomos One system meets your individual requirements.