Recently Updated Pages
Create a New Module Level (Finance Module)
To create a customized module level in the Finance Module, go to the Access Levels Tab in the Sit...
Add a Budget Alert
Budget alerts can only be added to active budgets. To add a budget alert, locate the budget you w...
Close a Budget
Only active budgets can be closed. To close an active budget, go to the Active Tab of the Budgets...
Invoices Page
The Invoices Page is populated with data from the FS Pro Integration that was built for and only ...
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...
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...
Delete a Report
System Reports cannot be deleted. To delete a report, go to the Custom Reports Tab of the Manage...
Edit A Report
System Reports cannot be edited. To edit a report, go to the Custom Reports Tab of the Manage Re...
Download a Report
To download a report, go to the Home Page of the Reports Module. There are two icons to the righ...
Run a Report
To run a report, go to the Home Page of the Reports Module. Click the name of the report you w...
System Reports and Custom Reports
The System Reports Tab houses the System Reports table that lists 11 possible system generated re...
Reports Module Summary
The Reports Module is where reports are generated, accessed, and stored. Charts based on report d...
Integrations Module Summary
The Integrations Module allows KAStrack developers to build and deploy mini modules or applicatio...
Take the Course in Test Mode
Existing courses are listed alphabetically in the table underneath the “New Course” button acco...
Chart Wizard Explanation
Chart Widget Explanation Table The widget header in bold identifies the char...
Overview of Widgets
The Dashboard is comprised of speed dials and widgets. Speed dials allow you to establish links t...
Dashboard Context Menu Explanations
To the right of a dashboard title is a vertical three dot menu that opens a context menu with opt...
Understanding Tag Behavior
Tag behavior determines which individuals have access to entities and information within KAStrack...
My Accounts Page: Payment History Tab
The Payment History Tab shows a user the chronology of payments that have been made from their ac...
Accounts Module Summary
The Accounts Module is where all KAStrack user information (username, password, contact informati...