You can now manage your MOA data directly in the platform. This includes updating both Report Content and Product Configuration files for each fund.
This guide explains how uploads work, what happens to your existing data, and how to review any changes you’ve made.
Report Content
Report Content includes:
goals and actions
metric group commentary
outcome assessments
How updates work
You can upload a partial file.
Only the records in your file are added or updated.
Any existing records that are not included in your upload will stay as they are.
Steps
Go to Outcomes Assessments → Report Data
Select Upload under “Report Content”
Choose your file and submit
Uploads take effect straight away
Reviewing your changes
To check what’s now in the system:
Click Download to export the latest version, including your updates.
Product Configuration
Product Configuration includes:
product names
product types
display names
template IDs
How updates work
This upload is a full replace.
All existing product configuration records are cleared and replaced with the contents of your file.
Steps
Go to Outcomes Assessments → Report Data
Select Upload under “Product config”
Choose your file and submit
Changes apply immediately
Reviewing your changes
Select Download to see the current Product Configuration after the upload
Refreshing Data (Manual)
If you need a platform refresh after uploading files:
Please message us via Intercom chat
The refresh is done manually by the Nuj team
This step is only needed occasionally, for example after multiple uploads
Support
If you need help with formatting your files or checking your updates, reach out through Intercom and our team can guide you through it.