Skip to main content
Advanced Search
Search Terms
Content Type

Exact Matches
Tag Searches
Date Options
Updated after
Updated before
Created after
Created before

Search Results

704 total results found

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 of the Reports Module. Select the three-dot icon to the right of the Report Title opening the context menu. Select “Edit Report” opening the Edit Report Modal....

Include Dynamic Restrictions on a Custom Report

Module How Tos Reports Module How Tos (Primary Suite)

To include dynamic restrictions on a date field in a custom report, go to the Custom Report Tab on the Manage Reports Page and select the three-dot icon next to the report title opening the context menu. Select “Report Wizard” and open the Restrictions Tab ...

Run a Report

Module How Tos Reports Module How Tos (Primary Suite)

To run a report, go to the Home Page of the Reports Module. Click the name of the report you wish to run.

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 Reports Page in the Reports Module. Select the three-dot icon to the right of the Report Title opening the context menu. Select “Copy Report” opening the Copy Rep...

Download a Report

Module How Tos Reports Module How Tos (Primary Suite)

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 IconsIconExplanationThe excel icon will download the report in an excel (.xls...

Edit A Report

Module How Tos Reports Module How Tos (Primary Suite)

System Reports cannot be edited. To edit a report, go to the Custom Reports Tab of the Manage Reports Page in the Reports Module. Select the three-dot icon to the right of the Report Title opening the context menu. Select “Edit Report” opening the Edit Rep...

Delete a Report

Module How Tos Reports Module How Tos (Primary Suite)

System Reports cannot be deleted. To delete a report, go to the Custom Reports Tab of the Manage Reports Page in the Reports Module. Select the three-dot icon to the right of the Report Title opening the context menu. Select “Delete Report” opening the Del...

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 for the necessary chart data. How To: Run a Report Select the chart icon to the right of the report title header. This opens the Report Module Chart Wizard Mo...

Delete a Chart

Module How Tos Reports Module How Tos (Primary Suite)

To delete a chart, go to the Charts Page of the Reports Module. To be able to delete a chart, you must be the individual who created the chart. Click the three-dot icon to the right of the chart you wish to delete, and select the “Delete Chart” option. Th...

Edit a Chart

Module How Tos Reports Module How Tos (Primary Suite)

To edit a chart, go to the Charts Page of the Reports Module. To be able to edit a chart, you must be the individual who created the chart. Click the three-dot icon to the right of the chart you wish to edit and select “Edit Chart”. This opens the Chart W...

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 Page of the Reports Module. Select the three-dot icon to the right of the system report you wish to alter permissions for opening the system report table context m...

Import KAStrack Report Data into Microsoft's Power BI

Module How Tos Reports Module How Tos (Primary Suite)

To import KAStrack report data into Microsoft’s Power BI, go to the specific report page you wish to pull relevant information from. Select the external link icon opening the External Connection Modal that gives detailed instructions for the process.

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 Module Level” button. This opens the New Module Level Modal. Input a name for the new module level and select the “Save” button. The new module level will now b...

Finance Module Summary

Finance Module Finance: Introduction

The Finance Module allows individuals to create and manage simple budgets. Individual budget items and any relevant attachments can be added to budgets and deducted from the balance.  Budget item approval and its related notifications are fully customizable, i...

Finance Module Email Alert Summary

Finance Module Finance: Supplemental Resources

Users can enable and set their own notification preferences for system emails on the Notifications Tab of the My Accounts Page in the Accounts Module. How To: Edit Email Report/Alert Notification Settings for Existing Accounts Finance Module Email Alerts ...

Understanding Budgets and Budget Items

Finance Module Finance: Introduction

The Active Budgets Table shows summary information regarding all active budgets on the Active Tab of the Budgets Page in the Finance Module. Closed and archived budgets utilize the same page, but they are housed separately on the Closed and Archived Tabs of th...

Understanding Budget Item Approval and Approval Notifications

Finance Module Finance: Introduction

Budget items do not require approval by default. There is an ability to customize approvals. Approvers can be individuals or certification roles, and can be required or optional. If a certification role is required to approve a budget item, approval can be gra...

Understanding Budget Alerts

Finance Module Finance: Introduction

Any budget can have customized alerts that notify individuals or certification roles when the amount or percentage remaining of a budget falls below a specified threshold. How To: Add a Budget Alert

Back to top