Kantata predefined reports
Updated
info
This connector is currently in Early Access. Contact support for details.
The Kantata source in Data Integration comes with 64 predefined reports across projects and delivery, time and capacity, resourcing, finance, and metadata. Each report syncs either a full refresh or incrementally on an updated or created date range.
Projects and delivery
| Report | Description | Sync type |
|---|---|---|
| Workspaces | Retrieves your projects, including budget, status, and permissions. | Incremental |
| Project templates | Retrieves the templates available for creating new projects. | Full refresh |
| Stories | Retrieves tasks, milestones, deliverables, and issues. Optionally filter by task type, priority, or archived status. | Incremental |
| Story tasks | Retrieves checklist items attached to tasks. | Incremental |
| Story dependencies | Retrieves task-to-task dependency links. | Incremental |
| Assignments | Retrieves who's assigned to which tasks. | Incremental |
| Participations | Retrieves who's participating in which projects. | Incremental |
| Workspace groups | Retrieves client and portfolio groupings of projects. | Incremental |
| Story state changes | Retrieves the history of task status transitions. Append-only event stream. | Incremental |
| Workspace status changes | Retrieves the history of project status transitions. | Incremental |
| Status reports | Retrieves project status reports. | Incremental |
| Posts | Retrieves the collaboration feed of posts and updates on projects. | Incremental |
Time and capacity
| Report | Description | Sync type |
|---|---|---|
| Time entries | Retrieves logged time against tasks and projects. | Incremental |
| Timesheet submissions | Retrieves timesheet submissions and their approval permissions. | Incremental |
| Time off entries | Retrieves logged time-off records. | Incremental |
| Workweeks | Retrieves defined workweek schedules. | Incremental |
| Workweek memberships | Retrieves which users belong to which workweek schedule. | Incremental |
| Holidays | Retrieves individual holiday dates. | Full refresh |
| Holiday calendars | Retrieves named holiday calendars. | Full refresh |
| Holiday calendar memberships | Retrieves which users belong to which holiday calendar. | Incremental |
| Billable utilizations | Retrieves utilization targets used to measure billable capacity. | Incremental |
Resourcing
| Report | Description | Sync type |
|---|---|---|
| Workspace resources | Retrieves staffing records on projects. Supports an optional bill rate and cost rate field. | Incremental |
| Workspace allocations | Retrieves hard (committed) and soft (tentative) staffing bookings. | Incremental |
| Story allocation days | Retrieves scheduled hours by day. The highest-volume table in the connector — narrow the sync window on scheduled runs. | Incremental |
| Resource requests | Retrieves open requests for staffing. | Incremental |
| Users | Retrieves your account's users, including disabled users. | Incremental |
| Account memberships | Retrieves user-to-account membership records. | Incremental |
| Organizations | Retrieves organizations defined in your account. | Incremental |
| Organization memberships | Retrieves user-to-organization membership records. | Incremental |
| Roles | Retrieves defined user roles. | Incremental |
| Skills | Retrieves defined skills. | Incremental |
| Skill memberships | Retrieves which users have which skills. | Incremental |
| Skill categories | Retrieves the categories skills are grouped under. | Full refresh |
| Estimates | Retrieves project estimates. | Incremental |
| Estimate scenarios | Retrieves scenario variants within an estimate. | Incremental |
| Estimate scenario resources | Retrieves resource rows within an estimate scenario. | Incremental |
Finance
| Report | Description | Sync type |
|---|---|---|
| Invoices | Retrieves generated invoices. | Incremental |
| Expenses | Retrieves logged expenses. | Incremental |
| Expense budgets | Retrieves budgeted expense amounts. | Incremental |
| Expense categories | Retrieves defined expense categories. | Full refresh |
| Expense report submissions | Retrieves submitted expense reports and their approval permissions. | Incremental |
| External payments | Retrieves recorded external payments. | Incremental |
| Billing milestones | Retrieves fixed-fee billing milestones. | Full refresh |
| Cost rates | Retrieves effective-dated cost rates. | Incremental |
| Rate cards | Retrieves defined rate cards. | Incremental |
| Rate card sets | Retrieves rate card sets. | Incremental |
| Rate card versions | Retrieves effective-dated versions of rate card sets. | Incremental |
| Rate card roles | Retrieves role-level rates within a rate card. | Incremental |
| Project accounting records | Retrieves the revenue-recognition ledger. Optionally filter by status, project IDs, or record type. Only a start date filter is supported — pair with a periodic full refresh to catch amendments to existing records. | Incremental |
| Revenue recognition methods | Retrieves defined revenue recognition methods. | Full refresh |
| Line item locks | Retrieves locked billing line items. | Full refresh |
| Currencies | Retrieves supported currencies. | Full refresh |
| FX exchange tables | Retrieves named foreign-exchange rate tables. | Full refresh |
| FX exchange rates | Retrieves exchange rates for the FX tables you select. Runs once per selected table. | Full refresh |
Metadata
| Report | Description | Sync type |
|---|---|---|
| Custom fields | Retrieves custom field definitions. | Incremental |
| Custom field values | Retrieves values entered into custom fields. Runs under a tighter rate limit than the rest of the API. | Incremental |
| Custom field choices | Retrieves the option lists for choice-type custom fields. | Incremental |
| External references | Retrieves external system reference IDs, such as join keys to Salesforce or NetSuite. | Incremental |
| Subscribed events | Retrieves a change-data-capture feed of account events. Optionally filter by event type. Requires the Kantata Recent History add-on — without it the report returns no rows. | Incremental |
| Task status sets | Retrieves named sets of task statuses. | Full refresh |
| Custom task statuses | Retrieves custom task status definitions. | Full refresh |
| Vendors | Retrieves defined vendors. | Full refresh |
| Account colors | Retrieves defined account color swatches. | Full refresh |
| Account locations | Retrieves defined account locations. | Full refresh |
Known limitations
- Several reports — including Workspaces, Time Entries, Workspace Resources, and Subscribed Events — accept extra fields as a comma-separated text field rather than a picker, pre-filled with the fields each report is modeled on. Removing an entry from the list drops that column from the warehouse table.
- FX Exchange Rates requires you to select one or more exchange tables; selecting none produces zero rows.
- Project Accounting Records only filters on a created-date start, with no end date and no updated-date filter. Amendments to existing records won't resurface — pair with a periodic full refresh.
If you need a report or object that isn't currently supported, contact support so it can be evaluated for a future release.
