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How to Export an Instance Summary Report

This article explains how to export the Instance Summary Report for all, one, or selected investments within an Instance. The report provides a consolidated view of the selected investments that can be used for review, reference, or sharing outside of K1x.

How to Export the Instance Summary Report

Inside the Instance, use the investment dropdown to select investments, or use the checkboxes on the left to select the investments you want to include.

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From the Bulk Actions dropdown, select Export Selected Investments.Under Export Format, select Instance Summary Report.

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Select your Export Amount Type.

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Export the report and download the report when it is ready.