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K1x Ideas
Status Ready to Plan
Categories 990 Tracker
Created by Guest
Created on Mar 1, 2024

Efile Management Export - more user friendly

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

Make the efile management export more simple so we can easily add filters to is.

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.

Right now we have to unmerge fields in several places, remove empty columns, move headers, etc in order to be able to add filters to this report.

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.

Everyone that uses the efile management export option.

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.

Make the export more simplified without merged fields please.


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