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  1. Kantata Knowledge Base
  2. Reports
  3. Insights Standard Dashboards
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Insights Standard Dashboards

  • Finances: Fees

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

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  • Projects: Portfolio

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

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  • Projects: Task Detail

    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...

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  • Resources: Allocations

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

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  • Resources: Schedules

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

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  • Time: Management

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

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  • Time: Trends

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

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  • Time: Utilization

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

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  • Insights Classic: Exports Dashboard

         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...

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  • Insights Classic: 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 Classic: 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 Classic: 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 Classic: 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 Classic: 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 Classic: 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 Classic: 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 Classic: Time & Expense Admin Dashboard

         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...

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  • Insights Classic: 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 Classic: [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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