In this video, you'll learn how to clone Kantata OX's standard Insights reports dashboard and customize it for your business.
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Insights Classic
- Insights Overview
- Insights Attributes, Metrics, and Facts
- Insights User Settings
- Insights Email Scheduling
- Insights Classic Settings
- Insights Advanced Editor
- Insights Scheduled Data Exporter
- Ways to Categorize Non-Billable Time
- Insights Frequently Asked Questions
- Insights Troubleshooting: Dashboard Access
- Insights Troubleshooting: Reports and Metrics
Standard Dashboards
- Utilization Dashboard
- Time & Expense Admin Dashboard
- Staffing & Capacity Dashboard
- Project Health Dashboard
- Project Detail Dashboard
- Fees Dashboard
- [Legacy] Fees Dashboard
- Resourcing Dashboard
- Margin & Cost Dashboard
- Scorecards Dashboard
- Exports Dashboard
Custom Dashboards
- Create a New Insights Dashboard
- Clone an Insights Dashboard
- Edit an Insights Dashboard
- Rename an Insights Dashboard
- Copy Tabs to an Insights Dashboard
- Add Reports to an Insights Dashboard
- Add a Drill-In to an Insights Dashboard
- Add Filters to an Insights Dashboard
- Delete an Insights Dashboard
Custom Reports
- Getting Started with the Insights Report Editor
- Create a New Insights Report
- Edit an Insights Report
- Clone an Insights Report
- Add Dates to an Insights Report
- Editing Tables in Insights
- Add Sums, Rollups, and Averages to an Insights Report
- Creating Custom Metrics for Insights
- Adding Number and Currency Custom Fields to Insights
- Formatting Metrics in Insights
- Commonly Used Filters in Insights
- Delete an Insights Report
- Internal and External Members in Insights Reports
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