Custom Report Builder

Describe your idea. The more information you provide, the clearer picture of your idea we will have.

Clients need reports in a variety of ways. The stock reports get users most of the way to where they need, but a report builder to generate and save custom reports would save more time.

How will this idea help you and potentially others? Understanding how things are done today, where the pain is, and how the idea is beneficial puts us in your shoes.

By creating custom reports in K1x and being able to save and rerun them, valuable time would be saved by reducing manual manipulation in Excel and/or requesting custom report development through K1x.

Who will benefit from this idea? Whether it's specific roles of users, users of a specific product, or certain departments/markets, this helps us know who to talk to when we need more information.

All clients.

How do you envision this idea being implemented at K1x? You're the expert and understanding how you see this working helps kickstart the idea.

A report builder wizard where the data set can be selected, the report data customized, and the resulting report saved and exported.