What We'll Cover

  • Performance Analysis Reporting

    Get started with an introduction to Performance Analysis, and how to build reports for revenue, forecasting, and usage.

  • Utilization Reporting

    Learn the basics of utilization, and how settings can be configured to adjusted to calculate specific metrics.

  • Methods for Tracking History

    Learn about how to set up historic reporting and how you can build an audit trail of changes using Field History and Resource History.

  • Managing Your Business Metrics

    Learn about how to leverage Targets and Groups to manage your business metrics.

Course Description

Expected Duration: Approximately 4 hours

This Kantata SX Advanced Reporting course is designed for advanced users, for example, system administrators or super users. It is recommended that participants have previously completed the Reporting Foundations course. 

This course will provide a detailed look at Performance Analysis, and how facts and dimensions are leveraged in Kantata reporting. We will also explore how to configure settings for calculating utilization, and how to interpret utilization reporting. In addition, we will review how to create Snapshots to report on historical data trends and how to leverage Field History and Resource History to create audit trails. Finally, we will take a look at the relationships and interdependencies between Objects in reporting, and how you can manage your business metrics with Targets.

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:

  • Recognize how Kantata Objects are leveraged in reporting
  • Identify the relationships and interdependencies between Objects
  • Build Performance Analysis reports for revenue, forecasting, and usage
  • Understand configuration settings for calculating utilization and interpret utilization reporting
  • Create an audit trail and leverage historical data trends
  • Leverage custom metrics in report building

Course curriculum

  • 1
    Getting Started
  • 2
    Performance Analysis Reporting
  • 3
    Utilization Reporting
  • 4
    Methods for Tracking History
  • 5
    Managing Your Business Metrics
  • Course Overview & Learning Goals Reading: Interacting With Your Course Lab: Requesting Your Training Environment Reading: Explore the Kantata SX Object Data Models Demo: Leveraging the Object Data Models
  • Module 1: Overview & Learning Goals Reading: Introduction to Performance Analysis Reading: Performance Analysis Facts Demo: Performance Analysis Report - Facts Reading: Performance Analysis Dimensions Demo: Performance Analysis Report - Dimensions Reading: Performance Analysis Fields Demo: Performance Analysis Report - Fields Knowledge Check: Performance Analysis Terminology, Facts, Dimensions, and Fields Lab: Build a Revenue Report Demo: Building a Resource Usage Performance Analysis Report Reading: Performance Analysis Dimensions per Fact Reading: Probability and Performance Analysis Reading: Time Periods Knowledge Check: Resource Usage, Dimensions per Fact, Probability, and Time Periods Lab: Build a Usage Report
  • Module 2: Overview & Learning Goals Reading: Defining Utilization | Key Concepts & Terms Reading: Calculating Utilization Reading: Utilization Examples Lab: Calculating Utilization Reading: Kantata Configuration Settings Demo: Utilization Settings Knowledge Check: Knowledge Check: Utilization Terminology & Settings Reading: Utilization Reporting Reading: Common Utilization Metrics Knowledge Check: Calculating Utilization, Utilization Settings, OOTB Utilization Reports
  • Module 3: Overview & Learning Goals Reading: Introduction to Historical Reporting Reading: Introduction to Field History Demo: Overview of Field History Lab: Field History Reading: Introduction to Historical Trend Demo: Overview of Historical Trending Reading: Resource History Knowledge Check: Field History and Resource History Reading: Introduction to Snapshots Demo: Setting Up Snapshots to Capture Historical Data Knowledge Check: Snapshots & Historic Data
  • Module 4: Overview & Learning Goals Reading: Introduction to Targets Demo: Overview of Targets Lab: Setting Up Targets and Adding to a Report Reading: Summary Functions (PrevGroupVal, ParentGroupval) Demo: Previous Group Value Lab: Previous Group Demo: Parent Group Value Lab: Parent Group Knowledge Check: Targets and Report Grouping Reading: Introduction to Cross Filters Demo: Overview of Cross Filters Reading: In App Reporting - Trend Analysis & Diagnostics Demo: BU Diagnostics Reading: In App Reporting - Forecast Accuracy Knowledge Check: Managing Your Business Metrics, Cross Filters, and Forecast Accuracy Survey: Course Feedback