All reports in one Place

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

Please have all reports in one place which includes Investment report and all K3 sections

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.

It's very confusing that some reports are downloaded from reports section (Taxable Line Item Summary), some are downloaded while going into investments (Investment report) and some need to be downloaded while right clicking on the report (K3 sections 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.

All client/prospect types.

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.

Have all the reports in one spot and download into one spot (either downloads folder on the computer or Notifications)