Insights Standard Reports

  • Insights Glossary & Reference Guide

    The Kantata OX Insights reference guide is intended to provide you with an overview on each Insights Dashboard. This guide covers various data elem...

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  • Insights Overview

      ACCESS & AVAILABILITY Insights reporting is available for Enterprise plans that meet the minimum user license requirement. To get started, plea...

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  • Insights Attributes, Metrics, and Facts

      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...

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  • Insights Settings

      Overview Insights gives you visibility into team and resource utilization, project margins, revenue and cost forecasting, and other important bu...

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  • Insights Settings - Dashboards

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

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  • Insights Settings - Access Groups

      INFO Insights Access Groups are not currently part of Mavenlink's standard Access Groups settings. Click here for more information about Access...

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  • Create an Insights Access Group

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

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  • Add a Dashboard to an Insights Access Group

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

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  • Assigning Members to an Insights Access Group

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

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  • Insights Details Panel

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

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  • Insights: Advanced Editor

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

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  • Insights Scheduled Data Exporter

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

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  • Insights Frequently Asked Questions

      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...

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  • Insights Troubleshooting

      This article provides troubleshooting guidance for common Insights issues. Login page and "Cookies currently not enabled" error When viewing an ...

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  • How to Categorize Non-Billable Time

      How to Categorize Non-Billable Time Various time elements are put into different buckets in the All Actual Hours Breakdown tab in the Utilizatio...

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  • Insights: Utilization Dashboard

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

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  • Insights: Time and Expense Admin Dashboard

         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 ...

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  • Insights: Staffing & Capacity Dashboard

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

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  • Insights: Project Health Dashboard

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

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  • Insights: Project Detail Dashboard

         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 ...

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  • Insights: Fees Dashboard

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

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  • Insights: [Legacy] Fees Dashboard

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

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  • Insights: Resourcing Dashboard

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

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  • Insights: Margin & Cost Dashboard

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

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  • Insights: Scorecards Dashboard

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

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  • Insights: Exports Dashboard

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

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  • Video: Insights - Email Scheduling

    This video goes over how to set up an email dashboard for Insights reports. Related Articles Insights Standard Reports Insights Custom Rep...

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  • Video: Insights Settings and Access Groups

    Related Articles Insights Standard Reports Insights Custom Reports //Adjust Wistia video height var styles = ` iframe.wistia_embed ...

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