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The Integrations Module allows KAStrack developers to build and deploy mini modules or applications as needed to provide quick, customized solutions for clients.  This is typically used when a business process is not covered by an existing KAStrack module.  In...

The KAStrack Home Page shows a list of clickable links that will open any available integrations within your subdomain. The External Links option will take an individual to the external links page. Clicking on the clickable link opens the integration, which...

On the Main Menu, External Links will show a sub-page for every external link created. There will also be a Setup Page shown underneath it.  External Links can be used to quickly access other webpages, primarily links outside of the KAStrack system. While S...

The Setup Page is where new external links can be created, and existing links can be edited and deleted. All external links will be shown in the External Links Table on the Setup Page. The three dot icon to the right of the external link title will open a c...

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

To create a new external link, go to the Setup Page under External Links in the Integration Module. Select the “New External Link” button This opens the Add Link Modal where the URL Link and External Link Title can be input. Both are required fields. Ensure...

To edit an external link, go to the Setup Page under External Links in the Integration Module. Click the three dot icon to the right of the external link title opening the external link context menu. Select the option to “Edit Link” opening the Edit Link Mo...

To delete an external link, go to the Setup Page under External Links in the Integration Module. Click the three-dot icon to the right of the external link title opening the external link context menu. Select the option to “Delete Link” opening the Deletion...

The Reports Module is where reports are generated, accessed, and stored. Charts based on report data are also managed in this Module.  The reports module uses data encapsulated within other KAStrack Modules. The Reports Module contains the Reports Home Page...

The System Reports Tab houses the System Reports table that lists 11 possible system generated reports that are based on data from the Accounts, Finance, and People Modules. There is a 12th Systems Reports Table, the Send Communications Log, which is only ava...

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. A filter box at the top of the Home...

To the right of the report name header are six icons that serve as quick links for specific actions. Each report icon is explained in the table below. Report Icon ExplanationsIconExplanationThe spreadsheet icon converts the table into a datatables table fo...

The Charts Page of the Reports Module displays a table of all charts that have been created by or shared with an individual. If an individual created the chart, the three dot icon opening the chart table context menu will be visible. If a chart was shared w...

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...

The System Reports Tab houses the System Reports table and the possible system generated reports that are based on data from the Accounts, Finance, and People Modules. System Report Context Menu ExplanationsOptionExplanationRun ReportSelecting “Run Report” ...

The Settings Page allows an individual with admin access levels to customize and designate permissions for the Reports Module. The Module Levels Tab shows the different module levels for the Reports Module and the default permissions that are granted to each ...

The Report Wizard Page is used to design and customize individual reports. The Report Wizard is divided into the following tabs: Columns, Restrictions, Options, Preview and Save. You can advance from tab to tab without losing changes but must click the Save...

To create a custom report, go to the Custom Reports Tab on the Manage Reports Page of the Reports Module. Select the “New Report” button opening the New Report Modal. Notes for filling out the modal are included in the table below. New Report Modal Comm...