This article covers how to customize Entity list columns in Unity® Entity Management. Column customization allows you to tailor the Entities list to display information most relevant to your role, workflow, and reporting needs, including how to add, remove, and reorder columns.
Users working with entity registrations and compliance may choose to display key fields such as Client Number, Jurisdiction, Registration Date, and Type, while removing less relevant information.
Customize Entity List Columns
- Go to Entities
- Select Edit Columns in the top left corner
- In the Entity tab, select or clear fields to control which columns appear in the Entities list
- In the Selected Columns panel (right-hand side), drag and drop columns to reorder them
- Select Apply to save and display the updated column layout
Note: Column customization is applied at the user level. Each user can configure their own Entities list based on their role and preferences.