Insights Standard Reports
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Insights Overview
ACCESS & AVAILABILITY Insights reporting is available for Enterprise plans that meet the minimum user license requirement. To get started, plea...
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Insights Classic Overview
Learn all about classic Insights, the Kantata Insights Business Intelligence Solution that gives you the visibility you need to make swift, informe...
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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 ...
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Insights Attributes, Metrics, and Facts
This article contains all of the facts, attributes, and metrics used in Kantata Insights. If you would like to view the metric, attribute, or fa...
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Insights User Settings
Set your number format, date format, and left navigation preferences for Insights. Overview In your Insights Settings, you can set the number fo...
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Insights Classic: Email Scheduling
You can set up a recurring email of classic Insights dashboards or individual reports to your desired recipients. How to Schedule a New Email Y...
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Insights Classic: Settings
User Permissions Needed: Account Administrator Overview Insights gives you visibility into team and resource utilization, project margins, revenue ...
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Insights Classic: Settings - Dashboards
Overview The Dashboards tab of Insights Settings allows you to view all of your classic dashboards; Standard first, followed...
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Insights Classic: Settings - Access Groups
INFO Classic Insights Access Groups are not currently part of Kantata OX's standard Access Groups settings and only control access to classic I...
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Insights Classic: Create an Insights Access Group
NOTE When you update or make changes to a classic Insights Access Group, it may take up to fifteen minutes before users are able to access th...
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Insights Classic: Add a Dashboard to an Insights Access Group
NOTE When you update or make changes to a classic Insights Access Group, it may take up to fifteen minutes before users are able to access th...
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Insights Classic: Assigning Members to an Insights Access Group
NOTE When you update or make changes to a classic Insights Access Group, it may take up to fifteen minutes before users are able to access the ...
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Insights Classic: Insights Details Panel
Overview The Insights Details side panel consists of three sections: Details, Dashboards, and People. Details The Details section of the Insight...
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Insights: Advanced Editor
Overview The Insights Advanced Editor gives you direct access to more reporting tools, including: Behind-the-scenes access to the Insights dat...
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Insights Classic: Scheduled Data Exporter
Overview The Insights Scheduled Data Exporter is a tool designed to automate the flow of data from Kantata OX to your external business intellig...
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How to Categorize Non-Billable Time
NOTE Prior to the release of the Time Off feature, users tracked time against a special "PTO project" in order to populate time off information...
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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: 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: 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: 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: 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: 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: [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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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: 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: 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: 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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Schedule Dynamic Dashboard Emails, Report Exports, and KPI Alerts
Learn how to set up automatic dashboard emails, report exports, and KPI alerts for dynamic dashboards. Setting up automatic dashboard emails, ...
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[Video] Insights Classic: Settings and Access Groups
You can manage access to Insights dashboards and the Advanced Editor by using Insights Access Groups. Related Articles Insights Standard Repo...
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