K-1 Aggregator Reclasses / Taxable Income Report

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

A report that includes the detail line item reclasses like it is on the Fed / State TI Tab. Ideally, the ability to create custom report with existing data would be great.

i.e. in the screen shot below, we do not have a report that allows a reviewer to review to the detail that was reclassed. Comparison Report only includes the aggregated total that was reclassed.

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.

Allows for review of the reclasses in bulk rather than needing to go in to each Investment in Manage Investments and review there

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.

Reviewers

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.

Either an Excel report or in app report builder (such as the K3 report)