Manage Reports Page: Custom Reports Tab

The Manage Reports Page is where individuals with a Reports Module Admin or Manager Module Level can create and manage reports. The Manage Reports Page is comprised of two tabs: Custom Reports and System Reports. The selected tab will be white, not green.

The Custom Reports Tab houses the Custom Reports Table showing any available custom reports created by users.

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The Custom Report Table has a context menu accessible from the three-dot icon to the right of the custom report name.

Custom Report Content Menu Explanations

Option

Comments

View Report

Selecting “View Report” from the context menu opens the View Report Modal which states the Report Title, the Primary Module, the creation date and time, and shares the Link Path if the report is public.

Run Report

Selecting “Run Report” from the context menu runs the selected report and opens the report page showing all the data within.


How To: Run a Report

To run a report, go to the Home Page of the Reports Module.

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Click the name of the report you wish to run.

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Copy Report

Selecting “Copy Report” from the context menu opens the Copy Report Modal which allows you to rename and create the copied report.


How To: Copy a Report

System Reports cannot be copied.

To copy a report, go to the Custom Reports Tab of the Manage Reports Page in the Reports Module. Select the three-dot icon to the right of the Report Title opening the context menu.

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Select “Copy Report” opening the Copy Report Modal.

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Input the new title to be associated with the copied report and select the “Copy” button.

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The copied report will now be shown in the Custom Reports Table.

Report Wizard

Selecting “Report Wizard” from the context menu opens the Report Wizard Page, which is used to customize a report after it has been created.

Download Report

Selecting “Download Report” from the context menu opens the Download Report Modal which offers seven options on a dropdown menu for download formatting.


How To: Download a Report

To download a report, go to the Home Page of the Reports Module.

There are two icons to the right of the Report Title that allow an individual to download a report.

Download Report Icons

Icon

Explanation

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The excel icon will download the report in an excel (.xlsx) file to your personal device.

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The download icon opens the Download Modal which allows an individual to select from seven different formats to download the report from a dropdown menu. Possible download formats are listed to the right.


Comma Separated Values (.csv)

Tab Separated Values (.tsv)

Other Separated Values (.txt)

Open Document Format (.ods)

Excel 97 (.xls)

Excel 2007 and later (.xlsx)

PDF

Selecting the excel icon will automatically download the report to your personal device. Selecting the download icon will open the Download Modal. There are seven different download options to choose from on the dropdown menu.

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Select the “Generate” button and KAStrack will download your report based on the method of your choosing.

The icons to download a report can be found within a specific report and the Manage Reports Page (for individuals with an Admin access level).

Report Properties

Selecting “Report Properties” from the context menu opens the Report Properties Modal, allowing an individual to alter their choices made on the New Report Modal.


How To: Edit a Report

System Reports cannot be edited.

To edit a report, go to the Custom Reports Tab of the Manage Reports Page in the Reports Module. Select the three-dot icon to the right of the Report Title opening the context menu.

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Select “Report Properties” opening the Report Properties Modal.

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Refer to the New Report Modal Comments Table for an explanation of Edit Report Modal inputs.

New Report Modal Comments

Input

Comments

Title

Input a title for the new report (a required field).

Primary Module

Select the primary module from a dropdown menu with the following options: Assets, Dispatch, Forms, Meetings, and People.

Tags

Select open, restrictive, or permissive tags as desired.

Also Visible To

A dropdown menu includes the options: People I Supervise, All Eligible Accounts, Certification Roles and Individual People.

To avoid errors or confusion, a user should not be included below unless they have permissions to view items referenced in this report.

Also Editable By

Rotate Report Checkbox

When the Rotate Report Checkbox is selected, the information in the rows of the first column become the column headers. (The x and y axis are switched.)

Make Report Public Checkbox

When the Make Report Public Checkbox is selected, the modal expands to include a textbox for the Link Path. The URL for the report will be

https://[subdomainname].kastrack.com/reports/view-report[LinkPath}

Advanced Options

Report SQL

Clicking the “Advanced” link opens a Report SQL textbox, an input area for writing SQL queries that can define the data the report will show.

Select the “Save” button after making your desired changes and you’ll return to the Custom Reports Table.

Delete Report

Selecting “Delete Report” from the context menu opens the Delete Report Confirmation Modal that lists the title of the report to be deleted with the question, “Are you sure you want to delete this report?”


How To: Delete a Report

System Reports cannot be deleted.

To delete a report, go to the Custom Reports Tab of the Manage Reports Page in the Reports Module. Select the three-dot icon to the right of the Report Title opening the context menu.

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Select “Delete Report” opening the Delete Report Confirmation Modal.

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The modal will state the name of the report and the question, “Are you sure you want to delete this report?” Select the “Delete” button. A confirmation modal will state, “This report has been deleted,” before returning to the Custom Reports Table.

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Revision #3
Created 2025-12-05 19:04:16 UTC by Mitzi Orkus
Updated 2026-06-06 13:54:20 UTC by Mitzi Orkus