What We'll Cover

  • Introduction to Reporting

    Get started with navigation of the reporting UI, key terms and concepts, and how to run and edit out of the box reports.

  • Customize Your Reports

    Learn basic to intermediate formatting and customization techniques through readings, demos, and hands-on exercises. Identify opportunities to personalize your reporting content and optimize your work.

  • Visualize Your Data

    Create visual representations of your reports data with an introduction to the Dashboard capabilities.

Course Description

Expected Duration: Approximately 4 hours

This Kantata SX Reporting Foundations course is aimed at users who are new to Kantata SX Reporting, and are responsible for writing or editing reports.  

The modules in this series are designed to introduce Kantata’s reporting capabilities that you utilize to answer your business’s questions.  The course will cover the reporting options that are available out of the box, as well as basic to intermediate customization techniques to extend your own custom reports. 

With a better understanding of the Kantata Data Model and using the range of reporting features, you can gain valuable insights from Kantata in an efficient and productive way.

In addition to the readings, resources, and demo videos, this course also includes hands-on labs and activities. Please note that it is recommended that you complete all lab activities from a sandbox environment to ensure you do not impact any information that may be on your organizational Kantata account.


After completing this course you'll be able to:

  • Understand what the Reporting & Dashboard features are
  • Understand what ‘Out of the Box’ reporting content is available
  • Use and build Reports and Dashboards using basic to intermediate techniques
  • Understand the core Kantata Data Model and how data links together
  • Extend the reporting solution to include your own custom content

Course Curriculum

  • 1
    Chapter 1: Introduction to Reporting
  • 2
    Chapter 2: Consuming Reports
  • 3
    Chapter 3: Out of the Box Reports
  • 4
    Chapter 4: Editing Existing Reports
  • 5
    Chapter 5: Creating New Reports
  • 6
    Chapter 6: Report Formats
  • 7
    Chapter 7: Formatting Techniques
  • 8
    Chapter 8: Currencies
  • 9
    Chapter 9: Dashboards
  • 10
    Chapter 10: Introduction to Performance Analysis
  • 11
    Chapter 11: Reports Administration
  • 12
    Course Completion
  • Course Overview & Learning Goals Module 1: Introduction Activity: Interacting with Your Course Reading: Introduction to Kantata Reporting Reference: Essential Concepts / Key Terms Reading: Kantata Reporting Framework Knowledge Check: Reports & Report Types
  • Module 2: Consuming Reports Reading: Navigating Reports Activity: Searching For and Running Reports Reading: Customising While Running the Report Quiz: Running & Customising a Report Knowledge Check: Consuming Reports
  • Module 3: Out of the Box Reports Reading: Introduction to OOTB Reports Reading: Sales Reading: Resourcing Reading: Delivery Reading: Time & Expenses Reading: Operations Reading: Finance
  • Module 4: Editing Existing Reports Reading: Introduction to the Report Builder Reading: Editing Techniques Reading: Saving a New Copy Activity: Editing Techniques, Example 1 Quiz: Editing Techniques, Example 2 Knowledge Check: Editing Existing Reports
  • Module 5: Creating New Reports Reading: Selecting the Right Report Type Activity: Starting With a New Report and Adding Fields and Filters Reading: Filtering Techniques Activity: Using Filter Logic for Combination Filters Activity: Using Field to Field Filters Quiz: Using Fields and Filters to Meet Report Requirements
  • Module 6: Report Formats Reading: Report Formats Activity: Creating and Formatting Summary Reports Activity: Creating and Formatting Matrix Reports Reading: When to Use Each Format Activity: Adding Charts to Reports Quiz: Formatting a Report Knowledge Check: Report Formats
  • Module 7: Formatting Techniques Reading: Additional Formatting Techniques Activity: Adding Conditional Formatting Activity: Adding a Bucket Column Reading: Understanding Formulas Activity: Adding a Formula and Handling a Divide by Zero Error Quiz: Adding Formulas to a Report Knowledge Check: Formatting Techniques
  • Module 8: Currencies Reading: Understanding Currency Fields Reading: Multicurrency Objects Knowledge Check: Currencies
  • Module 9: Dashboards Reading: Introduction to Dashboards Activity: Creating a Dashboard Quiz: Adding a Report to a Dashboard
  • Module 10: Introduction to Performance Analysis Reading: Introduction to Performance Analysis Reading: Performance Analysis Structure Reading: Performance Analysis Facts Reading: Performance Analysis Dimensions Reading: Performance Analysis Fields Reading: Time Periods Activity: Introduction to Performance Analysis Reports Knowledge Check: Performance Analysis
  • Module 11: Reports Administration Reading: Key Concepts & Terms Reading: Introduction to System Reports Reading: Administering Report Types Reading: How to Deploy Reports & Report Types Demo: How to Deploy Reports Knowledge Check: Report Types Reading: Access and Security Reading: Reports Scheduling & Delivery Knowledge Check: Access and Security
  • Knowledge Check: Reporting Foundations Summary Survey: Course Feedback