Reports Module How Tos
Add a New Module Level (Reports Module)
To add a new module level in the Reports Module, go to the Settings Page and select the “New Modu...
Assign Permissions for a System Report
To assign Permissions for a System Report, go to the System Reports Tab on the Manage Reports Pag...
Assign Permissions to a Custom Report
To assign permissions to a custom report, go to the Custom Reports Tab on the Manage Reports Page...
Copy A Report
System Reports cannot be copied. To copy a report, go to the Custom Reports Tab of the Manage Re...
Create a Chart
To create a chart, go to the Home Page of the Reports Module and open the report you wish to use ...
Create a Custom Report
To create a custom report, go to the Custom Reports Tab on the Manage Reports Page of the Reports...
Delete a Chart
To delete a chart, go to the Charts Page of the Reports Module. To be able to delete a chart, y...
Delete a Report
System Reports cannot be deleted. To delete a report, go to the Custom Reports Tab of the Manage...
Download a Report
To download a report, go to the Home Page of the Reports Module. There are two icons to the righ...
Edit a Chart
To edit a chart, go to the Charts Page of the Reports Module. To be able to edit a chart, you m...
Edit A Report
System Reports cannot be edited. To edit a report, go to the Custom Reports Tab of the Manage Re...
Import KAStrack Report Data into Microsoft's Power BI
To import KAStrack report data into Microsoft’s Power BI, go to the specific report page you wish...
Include Dynamic Restrictions on a Custom Report
To include dynamic restrictions on a date field in a custom report, go to the Custom Report Tab o...
Run a Report
To run a report, go to the Home Page of the Reports Module. Click the name of the report you w...