KPI Table and Column Names

This article outlines the tables, and fields that are available for querying in Karbon Practice Intelligence. These tables contain information about clients, client groups, tasks, users, work items, utilization and work hours, etc. If you have any other needs, please let us know in the Karbon Community.

DIMN_CLIENT

This dimension table holds the necessary attributes that define or provide additional information about a client.

Field	Description
CLIENT_ID	The unique identifier of the client.
CLIENT	The name of the client.
DATE_CREATED	The date when the client was created in the system.
CLIENT_TYPE	The type of client. It can be one of an Individual (Contact), Organisation or Client Group.
CLIENT_SUBTYPE	This is a further sub-classification of a client.
CLIENT_PRIMARY_EMAIL_ADDRESS	The primary email address of the client.
USER_DEFINED_CLIENT_ID	An id created by the user for internal use.
CLIENT_OWNER_USER_ID	The identifier of the User Profile who owns the responsibilities of this client.
CLIENT_OWNER_USER_NAME	The name of the User Profile who owns the responsibilities of this client.
CLIENT_MANAGER_USER_ID	The identifier of the User Profile who manages the responsibilities of this client.
CLIENT_MANAGER_USER_NAME	The name of the User Profile who manages the responsibilities of this client.
ACCOUNT_ID	The tenant's unique identifier to whom the Work Item belongs to.
ACCOUNT_NAME	The tenant's name to whom the Work Item belongs to.

DIMN_CLIENT_GROUP

This dimension table holds the necessary attributes that define or provide additional information about a client group.

Field	Description
ACCOUNT_NAME	The tenant's name to whom the Work Item belongs to.
CLIENT_GROUP_ID	The unique identifier of a client group.
CLIENT_GROUP_NAME	The name of the client group.
CLIENT_ID	The unique identifier of the client who is a member of this group.
CLIENT	The name of the client who is a member of this group.
CLIENT_GROUP_MEMBER_TYPE	The type of client. It can be one of an Individual (Contact), Organisation or Client Group.
ACCOUNT_ID	The tenant's unique identifier to whom the Work Item belongs to.
ACCOUNT_NAME	The tenant's name to whom the Work Item belongs to.
CALN_DATE	This is the calendar date.

DIMN_DATE

This is a date dimension that allows analyzing metrics more effectively across different time periods

Field	Description
CALN_DATE	This is the calendar date.
DAY_OF_WEEK	This is the numerical day of the current week. Sunday is considered to be 1.
WEEK_STRT_DATE	The current week start date (Sun-Sat)
WEEK_END_DATE	The current weekend date. (Sun-Sat)
ISO_DAY_OF_WEEK	This is the ISO numerical day of the calendar date in the current week. Monday is considered to be 1.
ISO_WEEK_STRT_DATE	The current week's start date is as per ISO standards. (MON-SUN)
ISO_WEEK_END_DATE	The current weekend date is as per ISO standards. (MON-SUN)
DAY_OF_WEEK_NAME	The name of the day.
DAY_OF_MNTH	The numerical day of the current month.
DAY_OF_YEAR	The numerical day of the current year.
WEEK_OF_YEAR	The week number of the current year.
CALN_MNTH	The numerical month of the current year.
CALN_MNTH_NAME	The name of the month of the current year.
MNTH_STRT_DATE	The month start date.
MNTH_END_DATE	The month-end date.
PRVS_MNTH_STRT_DATE	The previous month's start date
PRVS_MNTH_END_DATE	The previous month's end date
QRTR_OF_YEAR	The current numerical quarter of the year.
QRTR_STRT_DATE	The quarter start date.
QRTR_END_DATE	The quarter end date.
PRVS_QRTR_STRT_DATE	The previous quarter start date.
PRVS_QRTR_END_DATE	The previous quarter's end date.
CALN_YEAR	The calendar year.
YEAR_STRT_DATE	The year start date.
YEAR_END_DATE	The year-end date.
PRVS_YEAR_STRT_DATE	The previous year's start date.
PRVS_YEAR_END_DATE	The previous year-end date.

DIMN_TASK_TYPE

This dimension table holds the necessary attributes that define or provide additional information about a task type.

Field	Description
TASK_TYPE_ID	The unique identifier for the task type.
TASK_TYPE_NAME	The name of the task type.
IS_TASK_TYPE_BILLABLE	A flag saying whether the task type is billable.
ACCOUNT_ID	The tenant's unique identifier to whom the Work Item belongs to.
ACCOUNT_NAME	The tenant's name to whom the Work Item belongs to.

DIMN_USER

This dimension table holds the necessary attributes that define or provide supplementary information about a user/employee belonging to a tenant.

Field	Description
USER_NAME	The name of the user profile.
USER_ID	The unique identifier of the user profile.
USER_JOB_TITLE	The job title of the user profile.
USER_EMAIL_ADDRESS	The email address of the user profile.
CREATED_DATE	The date when the user profile was created in the system.
ACTIVATED_DATE	The date when the user profile was activated in the system.
EXPECTED_BILLABLE_MINUTES	The weekly billable minutes the user profile is expected to work.
EXPECTED_NONBILLABLE_MINUTES	The weekly non-billable minutes the user profile is expected to work.
STATUS	The status of the user profile.
IS_SUPPORT_USER	A flag indicating whether the user profile is a support user.
ACCOUNT_ID	The tenant's unique identifier to whom the Work Item belongs to.
ACCOUNT_NAME	The tenant's name to whom the Work Item belongs to.

DIMN_WORK_ITEM

This dimension table holds the necessary attributes that define or provide supplementary information about a work item.

Field	Description
WORK_ITEM_ID	The unique identifier for the work item whose details are being provided.
WORK_TITLE	The title of the work item
WORK_TYPE	The type of the work item.
CREATED_DATETIME	The date time the work item was created.
START_DATETIME	The date time the work item was started.
DUE_DATETIME	The due date/time of the work item.
COMPLETED_DATETIME	The date/time the work item was completed.
PRIMARY_STATUS	The primary status of the work item
SECONDARY_STATUS	The secondary status of the work item
ACCOUNT_ID	The tenant's unique identifier to whom the Work Item belongs to.
ACCOUNT_NAME	The tenant's name to whom the Work Item belongs to.

USER_WEEKLY_UTILIZATION_SUMMARY

This table provides a weekly comparison of the billable and non-billable expected and actual minutes for user profiles/employees.

Field	Description
REPORTING_WEEK_START_DATE	The start date of the reporting week.
REPORTING_WEEK_END_DATE	The end date of the reporting week.
USER_ID	The unique identifier of the user profile.
USER_NAME	The name of the user profile.
ACCOUNT_ID	The tenant's unique identifier to whom the Work Item belongs to.
ACCOUNT_NAME	The tenant's name to whom the Work Item belongs to.
EXPECTED_BILLABLE_MINUTES	The weekly billable minutes the user profile is expected to work.
ACTUAL_BILLABLE_MINUTES	The weekly billable minutes the user profile actually worked.
EXPECTED_NONBILLABLE_MINUTES	The weekly non-billable minutes the user profile is expected to work.
ACTUAL_NONBILLABLE_MINUTES	The weekly non-billable minutes the user profile actually worked.

USER_WORK_HOURS_SUMMARY

This table provides metrics around the actual time entries for a user profiles/employees across different time periods.

Field	Description
REPORTING_DATE	The date of which the data is representative of.
INTERNAL_CLIENT_ID	The User Profile to which the work item belongs to.
INTERNAL_CLIENT	The name of the User to which the work item belongs to.
USER_ID	The unique identifier of the user profile.
USER_NAME	The name of the user profile.
CLIENT_ID	The unique identifier of the client.
CLIENT	The name of the client.
ACCOUNT_ID	The tenant's unique identifier to whom the Work Item belongs to.
ACCOUNT_NAME	The tenant's name to whom the Work Item belongs to.
TASK_TYPE_ID	The unique identifier for the task type.
TASK_TYPE	The name of the task type.
TASK_TYPE_BILLABLE_FLAG	A flag saying whether the task type is billable.
ROLE_ID	The unique identifier of the role performed by the user.
ROLE_NAME	The name of the role performed by the user.
WORK_ITEM_TYPE_ID	The type code of the work item.
WORK_ITEM_TYPE	The type of the work item.
REPORTING_DATE_TIME_MINUTES	Minutes the user logged for the given reporting date.
MTD_TIME_MINUTES	Minutes the user logged this month till reporting date.
QTD_TIME_MINUTES	Minutes the user logged this quarter till reporting date.
YTD_TIME_MINUTES	Minutes the user logged this year till reporting date.
PREVIOUS_MONTH_TIME_MINUTES	Minutes the user logged in the previous month.
PREVIOUS_QUARTER_TIME_MINUTES	Minutes the user logged in the previous quarter.
PREVIOUS_YEAR_TIME_MINUTES	Minutes the user logged in the previous year.
REPORTING_DATE_TIME_COST	The total cost amount is based on the minutes logged by the user for the given reporting date.
MTD_COST	The total cost amount is based on the minutes logged by the user this month till the reporting date.
QTD_COST	The total cost amount is based on the minutes logged by the user this quarter till the reporting date.
YTD_COST	The total cost amount is based on the minutes logged by the user this year till the reporting date.
PREVIOUS_MONTH_COST	The total cost amount is based on the minutes logged by the user in the previous month.
PREVIOUS_QUARTER_COST	The total cost amount is based on the minutes logged by the user in the previous quarter.
PREVIOUS_YEAR_COST	The total cost amount is based on the minutes logged by the user in the previous year.
REPORTING_DATE_RECORD_COUNT	The total number of time entries logged for the given reporting date.
MTD_RECORD_COUNT	The total number of time entries logged this month till reporting date.
QTD_RECORD_COUNT	The total number of time entries logged this quarter till reporting date.
YTD_RECORD_COUNT	The total number of time entries logged this year till reporting date.
PREVIOUS_MONTH_RECORD_COUNT	The total number of time entries logged in the previous month.
PREVIOUS_QUARTER_RECORD_COUNT	The total number of time entries logged in the previous quarter.
PREVIOUS_YEAR_RECORD_COUNT	The total number of time entries logged in the previous year.

WORK_ITEM_BUDGET_VS_ACTUAL

This table compares the budgeted minutes/cost against the actual minutes and costs for work items.

Field	Description
REPORTING_DATE	The date as of which the data is representative of.
WORK_ITEM_ID	The unique identifier for the work item whose details are being provided.
WORK_TITLE	The title of the work item
WORK_TYPE_ID	The type code of the work item.
WORK_TYPE	The type of the work item.
TASK_TYPE_ID	The unique identifier for the task type.
TASK_TYPE	The name of the task type.
TASK_TYPE_BILLABLE_FLAG	A flag saying whether the task type is billable.
ROLE_ID	The unique identifier of the roles performed on the work item.
ROLE_NAME	The name of the roles performed on the work item.
ACCOUNT_ID	The tenant's unique identifier to whom the Work Item belongs to.
ACCOUNT_NAME	The tenant's name to whom the Work Item belongs to.
USER_ID	The unique identifier of the user profile for whom the comparison is done.
USER_NAME	The name of the user profile for whom the comparison is done.
INTERNAL_CLIENT_ID	The User Profile to which the work item belongs to.
INTERNAL_CLIENT	The name of the User to which the work item belongs to.
CLIENT_ID	The client's unique identifier to which the work item belongs to.
CLIENT	The client's name to which the work item belongs to.
BUDGETED_MINUTES	Total minutes budget for the work item.
ACTUAL_MINUTES	The actual minutes spent on the work item.
BUDGETED_COST	The total budgeted cost for the work item.
ACTUAL_COST	The actual cost incurred on the work item.

WORK_ITEM_DAYS_IN_STATUS

This table provides information on the number of days a given work items was in a specific status.

Field	Description
WORK_ITEM_ID	The unique identifier for the work item whose details are being provided.
WORK_ITEM_TITLE	The title of the work item
WORK_ITEM_CREATED_AT	The datetime when the work item was created.
ASSIGNED_TO_ID	The user identifier to whom the work item was assigned to.
ASSIGNED_TO	The name of the user to whom the work item was assigned to.
CLIENT_ID	The client's unique identifier to which the work item belongs to.
CLIENT_NAME	The client's name to which the work item belongs to.
USER_ID	The User Profile to which the work item belongs to.
USER_NAME	The name of the User to which the work item belongs to.
ACCOUNT_ID	The tenant's unique identifier to whom the Work Item belongs to.
ACCOUNT_NAME	The tenant's name to whom the Work Item belongs to.
PRIMARY_STATUS_ID	The primary status code in which the work item currently sits.
PRIMARY_STATUS_NAME	The primary status name in which the work item currently sits.
SECONDARY_STATUS_ID	The secondary status code in which the work item currently sits.
SECONDARY_STATUS_NAME	The secondary status name in which the work item currently sits.
STATUS_ENTRY_DATE	The date on which the work item entered the given primary and secondary status.
STATUS_EXIT_DATE	The date on which the work item exited the given primary and secondary status.
DAYS_IN_STATUS	The number of days the work item was in the given primary and secondary status.

WORK_ITEM_DETAILS

This table provides all the details around a work item.

Field	Description
WORK_ITEM_ID	The unique identifier for the work item whose details are being provided.
REPORTING_DATE	The business date for which the report is run.
WORK_TITLE	The title of the work item
CLIENT_ID	The client's unique identifier to which the work item belongs to.
CLIENT	The client's name to which the work item belongs to.
CLIENT_TYPE	The client's type to which the work item belongs to. Can be one of - Individual, Organization or Client Group.
INTERNAL_CLIENT_ID	The User Profile to which the work item belongs to.
INTERNAL_CLIENT	The name of the User to which the work item belongs to.
ACCOUNT_ID	The tenant's unique identifier to whom the Work Item belongs to.
ACCOUNT_NAME	The tenant's name to whom the Work Item belongs to.
WORK_TYPE_ID	The type code of the work item.
WORK_TYPE	The type of the work item.
PRIMARY_STATUS_ID	The primary status code in which the work item currently sits.
SECONDARY_STATUS_ID	The secondary status code in which the work item currently sits.
PRIMARY_STATUS	The primary status name in which the work item currently sits.
SECONDARY_STATUS	The secondary status name in which the work item currently sits.
CREATED_DATETIME	The date and time when the work item was created.
CREATED_BY_ID	The user profile's unique identifier who created the work item.
CREATED_BY	The user profile's name who created the work item.
START_DATETIME	The date and time when the work item was started. In <timezone>
ASSIGNED_TO_ID	The user profile's unique identifier to whom the work item is currently assigned to.
ASSIGNED_TO	The user profile's name to whom the work item is currently assigned to.
DUE_DATETIME	The date and time when the work item is expected to be completed.
COMPLETED_DATETIME	The date and time when the work item is completed. In <timezone>
COMPLETED_BY_ID	The user profile's unique identifier who completed the work item.
COMPLETED_BY	The user profile's name who completed the work item.
USER_DEFINED_CLIENT_ID	An id created by the user for internal use.
FIXED_FEE_ESTIMATED_COST	The estimated fixed fee cost associated with the work item.
BUDGETED_MINUTES	The budgeted minutes for a work item.
BUDGETED_COST	The budgeted cost for a work item.
EXPENSE_AMOUNT	The total expense amount against the work item.
BILLABLE_EXPENSE_AMOUNT	The billable expense amount against the work item.
TIME_ENTRY_MINUTES	Total time entries in minutes against the work item.
TIME_ENTRY_COST	Total time entry costs against the work item.

WORK_ITEM_STATUS_HISTORY

This table provides the status life cycle of a work item.

Field	Description
WORK_ITEM_ID	The unique identifier for the work item whose details are being provided.
CHANGED_AT_DATETIME	The date time when the status changed from previous to current.
WORK_TITLE	The title of the work item
WORK_TYPE_ID	The id for the work type to which the work item belongs.
WORK_TYPE	The work type name to which the work item belongs.
ASSIGNED_TO_ID	The user identifier to whom the work item was assigned to.
ASSIGNED_TO	The name of the user to whom the work item was assigned to.
CHANGED_BY_ID	The user identifier who changed the work item status.
CHANGED_BY	The name of the user who changed the work item status.
CLIENT_ID	The client's unique identifier to which the work item belongs to.
CLIENT	The client's name to which the work item belongs to.
INTERNAL_CLIENT_ID	The User Profile to which the work item belongs to.
INTERNAL_CLIENT	The name of the User to which the work item belongs to.
ACCOUNT_ID	The tenant's unique identifier to whom the Work Item belongs to.
ACCOUNT_NAME	The tenant's name to whom the Work Item belongs to.
CHANGED_AT_DATE	The date when the status changed from previous to current.
PREVIOUS_PRIMARY_STATUS_ID	The primary status id of the work item before the change.
PREVIOUS_PRIMARY_STATUS	The primary status name of the work item before the change.
PREVIOUS_SECONDARY_STATUS_ID	The secondary status id of the work item before the change.
PREVIOUS_SECONDARY_STATUS	the secondary status name of the work item before the change.
PRIMARY_STATUS_ID	The primary status id of the work item after the change
PRIMARY_STATUS	the primary status name of the work item after the change.
SECONDARY_STATUS_ID	The secondary status id of the work item after the change.
SECONDARY_STATUS	the secondary status name of the work item after the change.
AUTOMATICALLY_UPDATED	Flag indicating if the status change was done by an automator.