Back to Blog Tour Status

Insights Classic: Exports Dashboard



The Exports Dashboard lets you download raw data for some of the most common types of datasets like Projects, Time Entries, and Invoices. You can download the data as is for a specified date range, or a specific date. You can also filter datasets and download only the data you need, such as specific projects, a member’s approved time entries, and more.

The Exports Dashboard pairs well with the Scheduled Data Exporter so you can automate the flow of data from Kantata OX to your business intelligence tool, data warehouse, or other external system. You don’t need to create separate reports for the Scheduled Data Exporter; you can use ones from the Exports Dashboard or customize them to suit your needs.

Note that filters do not apply when using the Scheduled Data Exporter.

How to Use the Exports Dashboard

There are three main parts to each tab in the Exports Dashboard:

  • Filters
  • ID Table
  • Name Table


Each tab contains a set of filters that are unique to the tab. You can change the date range or select a specific date on all tabs but Resources and Skills. insights-exports-filters-alpha-order.png

The filters are listed in alphabetical order so you can quickly scan to find the one you need. Filters include attributes directly and indirectly related to the dataset. Remember that attributes are the qualitative, categorical data that is used to aggregate reports; they are the how of reporting and are commonly used for dates, project, user IDs, etc. For example, under the Time Entries tab, you can filter for whether a time entry is billable, if it has been approved, and so on.

ID Table

The ID Table in each tab provides raw numeric data for the dataset. You can expand and sort the columns before you export the data. Choose the More icon to download data, and select the format you need, such as PDF, XLSX, or CSV. insights-exports-dashboard-id-table_copy.gif

Exporting data from the ID Table is useful for joining multiple tables from different datasets since the ID is the unique identifier. This means that if two members share the same name, you can tell the difference between them. For example, if there are two members both named Fred Stevens, but only one of them has unsubmitted times entries, the ID Table will show you which Fred Stevens has unsubmitted time entries.

Data in the ID Table corresponds to the data provided in the Name Table.

Name Table

The Name Table in each tab is a mirror image of the ID Table. The difference is that it uses names rather than IDs, and is useful if you want to filter data for specific members. insights-exports-dashboard-name-table.png


Some of the most common datasets in Kantata, such as Time Entries, Expenses, Invoices, Allocations, Schedules, Projects, and Estimates, are contained within their own tab. Each tab has a set of filters, an ID Table, and a Name Table. You can export the raw data from either table regardless of whether you use any filters.

The column headers, or fields, for the tables vary depending on the dataset since the headers correspond to attributes and facts related to the dataset. See our Insights Attributes and Metrics article for definitions of each field.

To help you find the data you want, here are the tabs and the corresponding fields:

Time Entries

Data in the Time Entries tab comes from user submitted time entries and includes the following fields: 

  • Time Entry ID
  • Approved
  • Billable
  • Notes
  • Requires Approval
  • Status
  • Status Note
  • Taxable
  • Time Entry Type
  • User ID
  • Workspace ID
  • Story ID
  • Role
  • Currency
  • Location
  • Date (Shared Date)
  • Date (Date Created)
  • Date (Shared Submission Date)
  • Date (Shared Approval Date)
  • Date (Shared Rejection Date)
  • Hours Actual: All
  • Fees Charged Actual: All
  • Cost, Actual [Sum]
  • TE Bill Rate
  • TE Cost Rate


Data in the Expenses tab comes from project expenses and includes the following fields: 

  • Expense ID
  • Approved
  • Billable
  • Category
  • Expense Last Action By
  • Expense Team Member Reimbursable
  • Expense Vendor
  • Notes
  • Requires Approval
  • Status
  • Status Note
  • Taxable
  • User ID
  • Workspace ID
  • Invoice ID
  • Story ID
  • Currency
  • Role
  • Date (Shared Date)
  • Date (Date Created)
  • Expenses Charged: All


Data in the Invoices tab comes from project invoices and includes the following fields:

  • Invoice ID
  • Invoice Status
  • Invoice Note
  • Project Code
  • Purchase Order
  • Recipient
  • Sender
  • Term
  • Title
  • Workspace ID
  • Date (Invoice Paid At)
  • Date (Invoice Due Date)
  • Date (Invoice Date)
  • Invoice Amount [sum]


Data in the Resources tab comes from both named and unnamed resources in the Resource Center and includes the following fields:

  • Resource ID
  • Role
  • Resource Default Role Title
  • Resource Geography
  • Resource Title
  • Workspace ID
  • User ID


Data in the Users tab comes from Members Details side panel and includes the following fields:

  • User ID
  • Manager Name
  • Default Role ID
  • Permission
  • User Email
  • User Full Name
  • User Job Title
  • User ID Attribute
  • Date (Disabled At)
  • Users Cost Rate (from User Record)
  • Users Billability Target % from User Record


Data in the Allocations tab comes from allocations made in the Resource Center and includes the following fields:

  • Resource Allocation Day ID
  • Resource ID
  • Allocation Type
  • Workspace ID
  • User ID
  • Role ID
  • Date (Shared Date)
  • Date (Date Created)
  • Currency
  • Fees Allocated: All - (RAD)
  • Hours Allocated: All - (RAD)
  • Cost, Allocated: All - (RAD)


Data in the Schedules tab comes from schedules made within the Resourcing tab of a project and includes the following fields:

  • Story Allocation Days ID
  • Assignment ID
  • Resource ID
  • User ID
  • Workspace ID
  • Story ID
  • Role ID
  • Date (SAD Date)
  • Date (Shared Date)
  • Currency
  • Hours Scheduled: All
  • Fees Scheduled: All
  • Cost, Projected [Sum]


Data in the Projects comes from your projects and includes the following fields:

  • Workspace ID
  • Budgeted
  • Current Status Color
  • Current Status Message
  • Description
  • Archived
  • Primary Client ID
  • Primary Consultant ID
  • Project Client Name
  • Rate Card Name
  • Workspace Billable Default
  • Workspace Billing Mode Default
  • Workspace Color Name
  • Workspace ID Attribute
  • Workspace Title Attribute
  • Date (Workspace Start Date)
  • Date (Workspace Effective Due Date)
  • Date (Workspace Status Completed At)
  • Project Budget
  • Project Original Budget
  • Project Budget Used
  • Project Amount Paid
  • Project Target Margin


Data in the Tasks tab comes from tasks and includes the following fields:

  • Story ID
  • Story ID Attribute
  • Overdue
  • Overstarted
  • Story Cost Budget Exchange Rate Source
  • Priority
  • Story Cost Budget Source Currency
  • Story Creator Name
  • Story Current State
  • Story Title Attribute
  • Archived
  • Billable
  • Description
  • Fixed Fee
  • Story Type
  • Date (Story Deleted At)
  • Date (Story Start Date)
  • Date (Story Due Date)
  • Date (Story Completed At)
  • Date (Story Created At)
  • Task Budget Estimate [Sum]
  • Task Hours Estimate [Sum]
  • Task Percentage Complete [Sum]


Data in the Estimates tab comes from your estimate scenarios and includes the following fields:

  • Estimate Scenario ID
  • ES Workspace ID
  • Estimate Client Name
  • Estimate Creator
  • Estimate Currency
  • Estimate ID
  • Estimate Locked
  • Estimate Opportunity Confidence Range
  • Estimate Rate Card
  • Estimate Title
  • Date (ES Start Date)
  • Estimate Scenario Budget
  • Estimate Opportunity Confidence


Data in the Skills tab comes from the Account Members Details side panel and includes the following fields:

  • User Skill ID
  • User ID
  • User Skill Name
  • User Skill Level
  • User Skill Max Level
  • User Skill Type
  • Date (Account Skill Created At)
  • Date (Account Skill Updated At)
  • User Skill Creator name
  • Date (User Skill Created At)
  • Date (User Skill Updated At)


Data in the Workday tab comes from the Account Members Details side panel and includes the following fields:

  • User ID
  • Date (Shared Date)
  • Workday Time in Hours
  • OOO: Time Off in Hours
  • OOO: Holiday Time in Hours

Related Articles

Created on