Insights Dynamic Dashboards Overview

Insights dynamic dashboards is the new reporting experience for Kantata OX’s Insights Business Intelligence Solution. Built on the same underlying data engine as classic Insights, Insights dynamic dashboards is an easy-to-use, modern interface that adjusts to the size of your screen.

Overview

Insights dynamic dashboards is the new reporting experience for Kantata OX’s Insights Business Intelligence Solution. Built on the same underlying data engine as classic Insights, Insights dynamic dashboards is an easy-to-use, modern interface that adjusts to the size of your screen. Featuring simpler, more intuitive dashboard building features, Insights dynamic dashboards is available alongside classic Insights—allowing you to choose the experience best tailored to your needs.

By default, only Account Administrators have access to Insights dynamic dashboards. Other users can be given access to dynamic dashboards through the Insights access group set.

If a Project Administrator has dynamic dashboards shared with them, they can add them as additional tabs in the project workspace. These dynamic dashboard tabs are visible only to those who have the proper Insights access.

Standard Dashboards and Reports

Insights dynamic dashboards comes with several standard dynamic dashboards and reports that provide information on key business metrics such as profitability, utilization, and staffing availability:

• Finances: Fees
• Projects: Portfolio
• Projects: Task Detail
• Resources: Allocations
• Resources: Schedules
• Time: Management
• Time: Trends
• Time: Utilization

Custom Dashboards and Reports

By default, Account Administrators can manage and create custom dynamic dashboards. You can clone the standard dashboards and modify them according to your requirements, or create new dashboards and build them from scratch. For more information, see the Using the Dashboard Editor article.

Facts, attributes, and metrics are the building blocks for new reports and are also necessary if you want to make changes to cloned standard reports. Each one pulls specific pieces of information from Kantata OX.

• Fact—The raw, numeric data elements that can be aggregated by metrics. Facts appear in the report editor with a numeric (“   ”) icon.
  Example fact: Time Entry: Time In Minutes
• Attribute—The qualitative, categorical data that is used to aggregate reports; attributes are the how of reporting and are commonly used for dates, projects, user IDs, etc. Attributes appear in the report editor with an alphabet (“   ”) icon.
  Example attribute: User: Name
• Metric—The numerical values and calculations that appear in reports; metrics are the what of reporting and are commonly used for fees, actual hours, etc. Metrics appear in the report editor with a calculation (“   ”) icon.
  Example metric: Hours Actual (defined as SUM(Time Entry: Time In Minutes)/60 )

Use the facts, attributes, and metrics table to find the data you need to create the dashboards and reports you want. For more information, see the Using the Report Editor article. For specific business needs, contact your Customer Success representative to learn more about building custom dynamic dashboards and reports.

Navigating Dashboards

1. Dashboard Information

The following information appears in the top-left corner of the dashboard:

• Title—The dashboard title appears at the top of the dashboard. Standard dashboards have a Lock (“   ”) icon beside the dashboard title to indicate that they cannot be edited.
• Data Refresh—The amount of time that has passed since the data in the dashboard was last updated. A timestamp that displays how fresh the data is. Click the Details button at the top of a dashboard to see more details about data refresh times. For more information on the Insights refresh rate, see Insights Overview.
• Data Access—The level of access you have to specific types of data in the report. Click the Eye (“   ”) icon for information on what type of data you can see in the dashboard. This access level is set within the Insights Access Group set. For more information on data access, see Insights Overview.

2. Dashboard Actions

In the upper-right corner of every dashboard, the following actions are available:

• Help—Gives you quick access to helpful Knowledge Base articles that cover topics like building and editing dashboards and reports, granting permissions and access to Insights, scheduling email deliveries, setting individual user preferences for Insights, and working with metrics, attributes, and facts.
  Tip: To quickly access other articles, you can use the in-app help that is conveniently located on every page within Kantata OX.
• Favorite—Adds the dashboard to the Favorites section at the top of the Insights left navigation menu.
• Clone—Creates a clone of the dashboard, allowing you to make modifications without affecting the original dashboard. This option only appears if you have access to Manage Insights dynamic dashboards.
• Share—Opens a modal where you can select which access groups should have access to the dashboard. You can quickly share a dashboard with multiple access groups at once when you share from here. This option only appears if you have access to Manage Insights dynamic dashboards.
• Delete—Permanently deletes the dashboard. This option only appears if you have access to Manage Insights dynamic dashboards.
• Advanced—This option only appears if you have access to Manage Insights dynamic dashboards.
• Open in Advanced Editor—Opens the dashboard in the Advanced Editor, where you can edit the dashboard in a more focused view.
• Open Report Editor—Opens the report editor in the Advanced Editor, where you can view and edit reports in a more focused view.
• Open Data Model—Opens the Insights data model in the Advanced Editor. The data model provides an interactive visualization of the relationships between Kantata objects and their metrics, attributes, and facts. This can be used as a reference while building custom reports. Note that the data model may take a few minutes to load.
• Edit—If you have access to Manage Insights dynamic dashboards, this button appears on custom dashboards, allowing you to .
  
  Tip: To make changes to a standard dashboard, you must first clone the dashboard from the Dynamic Dashboards page, then edit the cloned dashboard.
• Export to PDF—If you have access to Manage Insights dynamic dashboards, this option— available via the More menu—allows you to save the dashboard as a PDF file. Any currently applied dashboard filters will also be applied to the export.
• Schedule emailing—If you have access to Manage Insights dynamic dashboards, this button—available via the More (“   ”) menu—allows you to set up a recurring email of the dashboard to your desired recipients. See the Schedule Dashboard Emails, Report Exports, and KPI Alerts article for more information.

3. Filters

Below the dashboard title are filters that allow you to filter data in the reports on the dashboard. If the dashboard has many filters, select Show all to see all the filters.

To filter a dashboard, click the filter, select one or more options, and then click Apply. For attribute filters, you can search for values, check or uncheck all options, or click Only to quickly filter by one value.

4. Section Title and Description

If added, you’ll see titles and descriptions that describe the various sections of the dashboard.

5. Key Performance Indicators (KPIs)

Usually added directly below the filters, a Key Performance Indicator (KPI) provides information for a single metric. KPIs are typically used to display important business metrics so that it’s easy to identify current project, financial, and resource health at a glance and whether things are trending positively or negatively. You can set up an alert to be notified via email when a KPI value goes above or below a specific value.

You can hover over the Info (“   ”) icon to the upper-right of the KPI to see the metric description.

6. Reports

Each dashboard contains a variety of reports that provides information on one or more metrics and attributes. Reports can appear as different chart types, such as a table, pie chart, bar chart, etc. Hover over the Info (“   ”) icon to the upper-right of the report to see its description.

You can interact with the data in a report in various ways, including the following:

• Clicking column headers to sort tables
• Clicking items in the legend to include or exclude data from a chart
• Hovering over bars and points in graphs to see the data values
• Clicking a project name to open the project in a new tab

Hover over a report, then select the More (“   ”) icon to access the following options:

• Explore from here—Opens the report in the report editor. From the report editor, you can see more detailed information about the data in the report (such as attribute and metric names and descriptions), make changes to the report, and clone the report. For more information about the report editor, see the Using the Report Editor article.
• Export to XLSX—Downloads the report as an XLSX file.
• Export to CSV—Downloads the report as a CSV file.
• Schedule export—Allows you to set up a recurring email of the report to your desired recipients. For more information, see the Schedule Dashboard Emails, Report Exports, and KPI Alerts article.