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Reports Home Page

The Reports Home Page is where all available system and custom reports are housed. Clicking on the report title will open the report. Refer to System Reports for a detailed explanation of the 11 system generated reports.

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A filter box at the top of the Home Page allows an individual to search by report title, by module, tag, or if the report was starred.

Reports Module Home Page Icon Explanations

Icon

Explanation

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The star icon stars a report (marking the report as important). This acts as an additional filter, as you can filter by “Starred Only” on the Reports Home Page.

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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.


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).


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

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The chart icon opens the Chart Wizard Modal, allowing an individual to create a chart from the data generated by the report.


How To: Create a Chart

To create a chart, go to the Home Page of the Reports Module and open the report you wish to use for the necessary chart data.

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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Select the chart icon to the right of the report title header. This opens the Report Module Chart Wizard Modal.

The chart icon for a specific report is also accessible on the Home Page of the Reports Module.

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Chart Wizard Modal Explanation

Input

Comments

Data Type (required)

Representative

Trending*

Chart Type (required)

 

Options are based on the data type.





Bar Chart (Vertical)

Line Chart

Bar Chart (Horizontal)





Pie Chart

Line Chart

Doughnut Chart

Column for Labels (required)

For representative data, any field can be selected as your independent axis.

*For trending data, the label (independent axis) should be a value representing the date.

Column for Values (required)

The dependent axis must be linked with a column that contains numeric values for a chart to be made.

Merge Columns with the same label Checkbox

When the merge columns with the same label checkbox is selected, the numeric values input will be added together and the total shown on the chart as opposed to individual values.

Chart Size (required)

Options: Small, Medium, Large, X-Large, Max

Tags

Select open, restrictive, or permissive tags as desired.

Share this chart Checkbox

If you share this chart, anyone who can view the report will have access to the chart, but they will only see data they have access to.

View Chart

Selecting the View Chart button will expand the Chart Wizard Modal and show a preview of the chart being generated.

After specifying the appropriate inputs for the chart, select “View Chart” to see a preview of the representation of the data. If no additional changes are needed, select “Save Chart”. A confirmation modal states, “The chart has been saved.”

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The new chart is now visible on the Charts Page of the Reports Module.


 

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