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K1x Ideas
Status Community Review
Categories K1 Creator
Created by Guest
Created on Mar 12, 2024

K-1 Navigator Usage Reports

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

Easy to pull usage reports and exports that track usage data in K-1 Navigator, including data such as Number of LE's, Investors, Packages, Jurisdictions, etc.

Future state would be great to track investor income across all projects, LE's invested in, etc.

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.

Great help for client facing discussions on usage (also for internal tracking purposes)

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.

Client facing teams

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.

PowerBI Reports/ Reporting Dashboard


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