If you want to customise the columns that appear on your Agreement Balances Report, Journal Report, or Interest Rates Summary Report, you can use the Column Builder tool. This allows you to add, remove, or edit the appearance of any of the columns on your report before you generate the report.

Add and Edit Columns

1. To customise the columns on your report, click on the drop down arrow to expand the Column Builder.

2. Open the Column Value drop-down and select the column you want to add to your report.

You'll see a range of Nomos One data fields available to include in your report, including the option to add your Organisation's Custom Data fields, Asset Classes, and Financial Allocations:

3. You can combine multiple columns together by selecting more than one Column Value. You can also add custom text before, in between, or after a selected Column Value to customise how these data fields will appear in your report. Simply type the text, then click “Add “example text” ".

4. Add a header for the column to the Column Name field. This is how the column will display on your report. Make sure to click “Add”.

5. Click “Add”. 

The above example column would appear like this:

Delete Columns

To remove a column from appearing in your report, click the delete icon beside that column:

To remove a Column Value from a column without deleting the entire field, click the 'X' icon beside that particular Column Value:

To clear all added Column Values from a column, but keep the column in place, click the 'X' icon at the end of the field:

Re-order Columns

Re-order how the columns appear on the report by clicking on the drag icon and moving the column into the preferred location.

Run Report

Once you've finished customising your columns, you can click Run Report. After running the report, if you need to make an adjustment to the columns, you'll need to make these changes in the Column Builder and then click "Run Report" again.

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.