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A Conceptual Explanation of Kanban
Kanban Module Summary
People Module Email Alert Summary
Actions Module Email Alerts Summary TableEmail AlertDigestibleUser Certification Manual Alert...
Main Menu Page Summaries
The Courses Module on the Main Menu shows two pages, Home and Settings. Courses Module - Main ...
Access a Budget Item Attachment
To access an attachment associated with a specific budget item, go to the Active Tab of the Budge...
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...
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...
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...