The Custom Agreement Report is a highly customisable Report that puts your Agreement information front and centre. You can use this Report to get a high level overview of your Agreement data without having to click into each Agreement to view it. This Report shows you both your Active and Inactive Agreements however, using the customisation tools, you can create a report which shows you the information you need to see!
How to access the Custom Agreement Report
To access the Custom Agreement Report:
- Navigate to the Reports page
- Under Agreements & Events, click Custom Agreement Report
The default setup of this Report shows you a snapshot of your portfolio data at present date, including the Landlord, Tenant, Annual Total Rent and Created Date for each Agreement. If you want to see more information about your Agreements, or the same information organised in a different way, you can try customising your report using the instructions below
Customising your Report
There are a variety of ways you can customise your report to meet your needs. We've outlined a few of the handy tools you can use, as well as some of our top tips for each!
- Using the Filtering tool, you can customise your report to only show the Agreements which meet the Filters you've applied
Top Tip: You can add as many filters as you would like on your Custom Agreement Report. Our favourites are to add a Filter for Active Agreements or Agreement Types!
- You can customise the Columns that appear on your Report by clicking the '+' or 'x' icons beside the column label you want to add or remove
Top Tip: The grey Columns are the standard Agreement data fields. The yellow Columns are Custom Agreement Data Fields you can create in your Organisation. If you want to report on more details than the standard fields allow, check out this article on creating Custom Data Fields.
- You can also rearrange the order that your Columns appear on your Report by clicking on the headers and dragging and dropping them into a different arrangement
- You can use the Grouping tool to change the layout of your Report, to display the results sorted by the Column selected
Top Tip: If you want to separate your Report by your different Agreement Types, add the Agreement Type Column to your Report, then drag and drop that column into the Grouping field!
- The Calculations tool allows you to apply a simple calculation to your Report, such as the Total of Annual Total Rent or the Average of Monthly Total Rent
Top Tip: If you have 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 and Saving your Report
Exporting your Report
When you're happy with your report configuration, you can Export it by:
- Clicking Export/Save
- Selecting the file type you would like to export your Report as (PDF, Excel or CSV).
Saving a Template of your Report
You can also Save a template of your Report so that you can run the report using the same layout and filters, in the future without needing to recreate the report from scratch!
To Save a template of your Report:
- Click Export/Save
- Click Save to Reports.…
- Add a Name for your Report as well as any Description you want to show with it, then click Save
You can find your Saved Reports by clicking the Reports button then scrolling to the Saved Organisation Reports section. Saved Reports are available to all Users in your Organisation. They are a great way to collaborate with others in your team! 
Custom Agreement Reports Saved in an Organisation are unique to the Organisation you created them in. If you have access to more than one Organisation and would like this Report to be available across them all, you'll need to recreate the saved Custom Agreement Report in each 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.