Insights Standard Dashboards

Overview Available out-of-the-box as a standard reporting dashboard, this dynamic dashboard uses fees (billable hours * bill rate) as a representat...

Overview Available out-of-the-box as a standard reporting dashboard, this dynamic dashboard gathers key project metrics and information in one plac...

Overview Available out-of-the-box as a standard reporting dashboard, this dynamic dashboard gives you an added level of detail of project health, a...

Overview Available out-of-the-box as a standard reporting dashboard, this dynamic dashboard leverages allocations from the Resource Center—and a pr...

Overview Available out-of-the-box as a standard reporting dashboard, this dynamic dashboard leverages scheduled hours on tasks to give you visibili...

Overview Available out-of-the-box as a standard reporting dashboard, this dynamic dashboard shows hours and timesheet approval statuses by user and...

Overview Available out-of-the-box as a standard reporting dashboard, this dynamic dashboard gives visibility into how time is being spent, letting ...

Overview Available out-of-the-box as a standard reporting dashboard, this dynamic dashboard measures the efficiency of roles and users by comparing...

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

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

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

     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 ...

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

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

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

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

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

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