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Account Fields Tab

Site Settings Module Site Settings: Module Tabs

The Account Fields Tab in the Site Settings Module shows the default fields used in tables in sev...

Updated 2 months ago by Mitzi Orkus

Payment Settings Tab

Site Settings Module Site Settings: Module Tabs

The Payment Settings Tab on the Site Settings Page shows existing payment configurations and allo...

Updated 2 months ago by Mitzi Orkus

Access Levels Tab

Site Settings Module Site Settings: Module Tabs

The Access Level Tab in the Site Setting Module displays access levels and module levels, allows ...

Updated 2 months ago by Mitzi Orkus

Company Info Tab

Site Settings Module Site Settings: Module Tabs

The Company Info Tab displays your organization’s company information. This information is indepe...

Updated 2 months ago by Mitzi Orkus

Create a Custom Report

Module How Tos Reports Module How Tos (Primary Suite)

To create a custom report, go to the Custom Reports Tab on the Manage Reports Page of the Reports...

Updated 2 months ago by Mitzi Orkus

Create a Chart

Module How Tos Reports Module How Tos (Primary Suite)

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

Updated 2 months ago by Mitzi Orkus

Copy A Report

Module How Tos Reports Module How Tos (Primary Suite)

System Reports cannot be copied. To copy a report, go to the Custom Reports Tab of the Manage Re...

Updated 2 months ago by Mitzi Orkus

Assign Permissions to a Custom Report

Module How Tos Reports Module How Tos (Primary Suite)

To assign permissions to a custom report, go to the Custom Reports Tab on the Manage Reports Page...

Updated 2 months ago by Mitzi Orkus

Assign Permissions for a System Report

Module How Tos Reports Module How Tos (Primary Suite)

To assign Permissions for a System Report, go to the System Reports Tab on the Manage Reports Pag...

Updated 2 months ago by Mitzi Orkus

Add a New Module Level (Reports Module)

Module How Tos Reports Module How Tos (Primary Suite)

To add a new module level in the Reports Module, go to the Settings Page and select the “New Modu...

Updated 2 months ago by Mitzi Orkus

Reports Module How Tos (Primary Suite)

Module How Tos Reports Module How Tos (Primary Suite)

How To: Add a New Module Level (Reports Module) How To: Assign Permissions to a Custom Report ...

Updated 2 months ago by Mitzi Orkus

Reports Wizard Page

Reports Module Reports: Module Pages

The Report Wizard Page is used to design and customize individual reports. The Report Wizard i...

Updated 2 months ago by Mitzi Orkus

Manage Reports Page: System Reports

Reports Module Reports: Module Pages

The System Reports Tab houses the System Reports table and the possible system generated reports ...

Updated 2 months ago by Mitzi Orkus

Charts Page

Reports Module Reports: Module Pages

The Charts Page of the Reports Module displays a table of all charts that have been created by or...

Updated 2 months ago by Mitzi Orkus

Manage Reports Page: Custom Reports Tab

Reports Module Reports: Module Pages

The Manage Reports Page is where individuals with a Reports Module Admin or Manager Module Level ...

Updated 2 months ago by Mitzi Orkus

Reports Home Page

Reports Module Reports: Module Pages

The Reports Home Page is where all available system and custom reports are housed. Clicking on th...

Updated 2 months ago by Mitzi Orkus

Inventory Module How Tos

Module How Tos Inventory Module How Tos (Specialized S...

How To: Add a Stock Item to the Inventory How To: Add a Unique Item to the Inventory How To: ...

Updated 2 months ago by Mitzi Orkus

Home Page

Inventory Module Inventory: Module Pages

The Inventory Module Home Page is where all inventories in KAStrack are created, housed and manag...

Updated 2 months ago by Mitzi Orkus

Inventory Database Explanation

Inventory Module Inventory: Introduction

The creation of an inventory requires integration with underlying databases that have been create...

Updated 2 months ago by Mitzi Orkus

Integrations Module How Tos

Module How Tos Integrations Module How Tos (Advanced S...

How To: Create an External Link How To: Delete an External Link How To: Edit an External Link

Updated 2 months ago by Mitzi Orkus