Insights Standard Reports

  This article contains all of the facts, attributes, and metrics used in Kantata Insights. If you would like to view the metric, attribute, or fa...

Set your number format, date format, and left navigation preferences for Insights.   Overview In your Insights Settings, you can set the number fo...

You can set up a recurring email of classic Insights dashboards or individual reports to your desired recipients.   How to Schedule A New Email Y...

User Permissions Needed: Account Administrator Overview Insights gives you visibility into team and resource utilization, project margins, revenue ...

  Overview The Dashboards tab of Insights Settings allows you to view all of your classic dashboards; Standard first, followed...

  INFO Classic Insights Access Groups are not currently part of Kantata OX's standard Access Groups settings and only control access to classic I...

     NOTE When you update or make changes to a classic Insights Access Group, it may take up to fifteen minutes before users are able to access th...

     NOTE When you update or make changes to a classic Insights Access Group, it may take up to fifteen minutes before users are able to access th...

  NOTE When you update or make changes to a classic Insights Access Group, it may take up to fifteen minutes before users are able to access the ...

  Overview The Insights Details side panel consists of three sections; Details, Dashboards, and People. Details The Details section of the Insight...

  Overview The Insights Advanced Editor gives you direct access to more reporting tools, including: Behind-the-scenes access to the Insights dat...

  Overview The Insights Scheduled Data Exporter is a tool designed to automate the flow of data from Kantata OX to your external business intellig...

  Why can't I use certain attributes and metrics in the same report? Some attributes and metrics can't be used in the same report due to an indir...

  This article provides troubleshooting guidance for common issues accessing Insights dashboards. For issues with Insights reports and metrics, pl...

  NOTE Prior to the release of the Time Off feature, users tracked time against a special "PTO project" in order to populate time off information...

     Overview The standard Utilization dashboard gives you complete visibility into how billable and non-billable resources are being leveraged acr...

     Overview The standard Time and Expense Admin dashboard allows you to view your time and expenses in several ways. You can see who is tracking ...

     Overview The standard Staffing & Capacity dashboard goes hand-in-hand with Resource Center and helps determine allocations. At a glance, you c...

     Overview The standard Project Health dashboard provides a comprehensive view of any project’s health. Anyone with access to it can easily see ...

     Overview See the status of every Task and deliverable on a Project with the standard Project Details dashboard. It also gives you a good look ...

     INFO To see reporting for Kantata OX’s multi-currency functionality, you must first enable Foreign Exchange for your account. Overview The F...

     INFO If you are looking for the new Insights Fees dashboard that includes improved fixed fee reporting, and multi-currency reporting, go here...

     Overview The Resourcing dashboard is designed to provide visibility into what resources are available to take on additional work and when. Kno...

     Overview The Margin & Cost dashboard reveals business-critical information, such as your organization's profit and loss down to the project-le...

     Overview The Scorecards dashboard is perfect for collaborators and project managers as it is focused on delivering timely data on time entries...

     Overview The Exports Dashboard lets you download raw data for some of the most common types of datasets like Projects, Time Entries, and Invoi...

Insights dynamic dashboards is the new reporting experience for Kantata OX’s Insights Business Intelligence Solution. Built on the same underlying ...

Learn how to set up automatic dashboard emails, report exports, and KPI alerts for dynamic dashboards.     Setting up automatic dashboard emails, ...

You can manage access to Insights dashboards and the Advanced Editor by using Insights Access Groups. Related Articles Insights Standard Repo...