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I. The Problem
Siloed data
Hunting for data points across siloed spreadsheets and fragmented platforms is time-consuming and inefficient, often providing an incomplete picture of your portfolio. Each source covers a different range of data about your portfolio, preventing you from easily creating a consolidated picture to assist your team with their workflows.
II. The Solution
Customizing Reports
Now you can leverage Custom Fields in Aumni within your Portfolio Companies and Transaction Ledger Reports to reinvent the old way of doing things. Add data directly into Aumni from other sources that are important to you and finally centralize all of your proprietary information in one secure, digital workspace.
In this guide, you can learn how to get started with Custom Fields while discovering some of the common ways our customers use it to optimize their workflows.
Custom Fields Tutorial:
III. The Details
Accessing Custom Fields
Custom Fields are available in three Aumni reporting workflows within the Reports section in the Aumni platform.
Start with one of the following:
- Portfolio Companies or Transaction Ledger Report templates
- An existing saved or suggested report
- “Start from Scratch,” Aumni’s custom report builder
From Portfolio Companies or Transaction Ledger Reports:
Select a Portfolio Companies or Transaction Ledger Report, click “View Report” and then scroll to the right to select the ‘plus’ button in the last column.
You can opt to add a new field or insert an existing data point from the dropdown. If you select a new field, assign a Custom Field Name and the relevant data property type.
From 'Start from Scratch':
If you’re creating your own report from the Custom Report Builder, select either the Portfolio Companies or Transaction Report template chips at the top. This will automatically generate the “+ New Custom Field” button in the left panel. Assign a name to your Custom Field column or select the data type to begin.
Adding Custom Field data points
It’s easy to add the data you care about into Reports. You can:
- Manually create a new field and input data
- Select an existing data point to have it automatically populate
- Copy-paste the values you care about in bulk from a spreadsheet directly into the application
After adding a Custom Field, you have the ability to select a data type from the dropdown and enter your own value. Aumni will save this Custom Field for future use so you can recycle this column and its data inputs for other reports, making it easy to optimize your recurring reporting workflows.
When viewing a report, you can also select the “+” button at the far right of the table, and click “Add Existing Datapoint” to automatically add a new column with data points tracked by Aumni.
To speed up data entry into the platform, avoid individual inputs altogether and copy-paste the dataset you care about from Excel straight into your report.
Organizing Custom Fields
Once you input your Custom Fields, you can quickly order and edit your data. Click the column header to generate a dropdown to:
- Filter your Custom Fields dataset
- Freeze a column to the beginning of the Report
- Remove a Custom Fields Column
- Edit or delete an individual Custom Field via “Edit Custom Field”
If you want to move columns into a different order within your Report, click “Edit Report” above the report table and then drag and drop the data fields into your preferred structure.
