Insights Classic: Exports Dashboard – Kantata Knowledge Base

Overview

The Exports Dashboard lets you download raw data for some of the most common types of data sets 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 data sets 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

Filters

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.

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 data set. 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 data set. 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.

Exporting data from the ID Table is useful for joining multiple tables from different data sets 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.

Data Sets

Some of the most common data sets 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 data set since the headers correspond to attributes and facts related to the data set. 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
Time Entry: Approved
Time Entry: Billable
Time Entry: Notes
Time Entry: Requires Approval
Time Entry: Status
Time Entry: Status Note
Time Entry: Taxable
Time Entry: Type
User: Name
Project: Name
Task: Name
Role
Currency
Location
Date (Shared)
Date (Shared Created)
Date (Submission Submitted)
Date (Submission Approved)
Date (Submission Rejected)
Hours Actual
Fees Actual
Cost Actual
User Cost Rate
Users Bill Rate
TE Bill Rate
TE Cost Rate

Expenses

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

Expense: ID
Expense: Approval Flag
Expense: Billable
Expense: Category
Expense: Last Action By
Expense: Team Member Reimbursable
Expense: Vendor
Expense: Notes
Expense: Requires Approval
Expense: Status
Expense: Status Note
Expense: Taxable
User: Name
Project: Name
Invoice: Number
Task: Name
Currency
Role
Date (Shared)
Date (Shared Created)
Expenses

Invoices

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

Invoice: Number
Invoice: Note
Invoice: Payment Status
Invoice: Project Code
Invoice: Purchase Order
Recipient
Sender
Invoice: Term
Invoice: Title
Project: Name
Date (Invoice Paid)
Date (Invoice Due)
Date (Invoice Posted)
Invoice Amount

Resources

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

Resource: Title
Role
Resource: Default Role Title
Resource: Geography
Resource: Project Title
Resource: Title Aggregate
Resource: Type
Project: Name
User: Name

Users

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

User: Name
User: Manager Name
User: Default Role
User: Permission
User: Email
User: Full Name
User Job Title
User: ID
Date (Users Deactivated)
User Cost Rate
Utilization Target % [Dynamic Input]

Allocations

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

Resource Allocation Day ID
Resource: Title
Resource Allocation Day: Type
Project: Name
User: Name
Role: Name
Date (Shared)
Date (Shared Created)
Currency
Fees Allocated
Hours Allocated
Cost Allocated

Schedules

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

Resource Schedule Day: ID
Task Assignment: ID
Resource: Title
User: Name
Project: Name
Task: Name
Role: Name
Date (Resource Schedule Day)
Date (Shared)
Currency
Hours Scheduled
Fees Scheduled
Cost Scheduled

Projects

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

Project: Name
Project: Budgeted
Project: Current Status Color
Project: Current Status Message
Project: Description
Project: Archived
Project: Client Lead
Project: Provider Lead
Project: Client Name
Project: Rate Card Name
Project: Billable Default
Project: Billing Mode Default
Project: Color Name
Project: ID
Project: Title Aggregate
Date (Project Start)
Date (Project Due)
Date (Project Completed)
Project Budget
Project Budget: Original
Project Budget Used
Project Amount Paid
Project Target Margin

Tasks

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

Task: Name
Task: ID
Task: Overdue
Task: Late Start
Task: Cost Budget Exchange Rate Source
Task: Priority
Task: Cost Budget Source Currency
Task: Creator
Task: Current Status
Task: Title Aggregate
Task: Archived
Task: Billable
Task: Description
Task: Fixed Fee
Task: Type
Date (Task Deleted)
Date (Task Start)
Date (Task Due)
Date (Task Completed)
Date (Task Created)
Task Estimated Budget
Task Estimated Hours
Task % Complete

Estimates

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

Estimate Scenario: Name
Estimate Scenario: Project
Estimate: Client Name
Estimate: Creator
Estimate: Currency
Estimate: ID
Estimate: Locked
Estimate Opportunity Confidence
Estimate Scenario: Rate Card
Estimate: Title
Date (ͺEstimate Scenario: Start)
Estimate Scenario Budget
Estimate Opportunity Confidence

Skills

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

User Skill: ID
User: Name
User Skill: Name
User Skill: Level
User Skill: Max Level
User Skill: Type
Date (ͺAccount Skill Created)
Date (ͺAccount Skill Updated)
User Skill: Creator
Date (ͺUser Skill Created)
Date (ͺUser Skill Updated)

Workday

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

User: Name
Date (Shared)
Workday Hours
Out of Office: Time Off
OOO: Holiday Time in Hours