How Can I Export 199a Data from K1 Aggregator?

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Question

Is there a way to export 199A data in K1 Aggregator? I see the 199A Data Overview tab under the Review Investments menu, but I don’t see any way to export that data into Excel.

Answer

Yes — you can export the 199A data directly from the Review Investments 199a Summary table.

To do so:

1. Navigate to the 199A Data Overview tab in the Review Investments menu.
2. Right-click anywhere within the 199A data table.
3. Select Export from the menu.
4. Choose your desired format: CSV or Excel.

This will download the 199A data for further use or analysis outside the platform.

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