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Reports Module Summary

Reports Module Reports: Introduction

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...

System Reports and Custom Reports

Reports Module Reports: Introduction

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...

Reports Home Page

Reports Module Reports: Module Pages

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...

Understanding a Report Page

Reports Module Reports: Introduction

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...

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 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...

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 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...

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 that are based on data from the Accounts, Finance, and People Modules. System Report Context Menu ExplanationsOptionExplanationRun ReportSelecting “Run Report” ...

Settings Page: Reports Module Level Tab

Reports Module Reports: Module Pages

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 ...

Reports Wizard Page

Reports Module Reports: Module Pages

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...

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 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...

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...
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