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.

Index

CONTACT_MEMBER_RELATIONSHIP

This table holds relationships between Karbon contacts. It is used in the Contact filters of Power BI dashboards.

Field	Description
RELATIONSHIP_TYPE	Describes the nature of the relationship. Possible values include self relationship, client group member, and organization member.
CONTACT_ID	The unique identifier of the contact.
CONTACT	The name of the contact.
CONTACT_TYPE	The type of the contact. It can be one of Person, Organisation, or Client Group.
RELATED_CONTACT_ID	The unique identifier of the subordinate contact in the relationship.
RELATED_CONTACT	The name of the subordinate contact in the relationship.
RELATED_CONTACT_TYPE	The type of the subordinate contact in the relationship. It can be one of Person, Organisation, or Client Group.
ACCOUNT_ID	The tenant's unique identifier to whom this data belongs to.
ACCOUNT_NAME	The tenant's name to whom this data belongs to.
EFFECTIVE_AS_DATE	Date this table was last extracted from its source.

DIMN_CLIENT

This table holds attributes 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 Individual (Contact), Organisation, 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.
CLIENT_LEADERSHIP_POSITION_THREE_ID	The unique identifier of the user who has been assigned to the client leadership position three.
CLIENT_LEADERSHIP_POSITION_THREE_USER_NAME	The name of the user who has been assigned to the client leadership position three.
CLIENT_LEADERSHIP_POSITION_FOUR_ID	The unique identifier of the user who has been assigned to the client leadership position four.
CLIENT_LEADERSHIP_POSITION_FOUR_USER_NAME	The name of the user who has been assigned to the client leadership position four.
PRIVACY_LEVEL	The clients privacy level.
FIRST_NAME	The contact's first name. Does not exist for organizations or client groups.
MIDDLE_NAME	The contact's middle name. Does not exist for organizations or client groups.
LAST_NAME	The contact's last name. Does not exist for organizations or client groups.
PREFERRED_NAME	The contact's preferred name. Does not exist for organizations or client groups.
SUFFIX	The contact's suffix. Does not exist for organizations or client groups.
SALUTATION	The contact's salutation. Does not exist for organizations or client groups.
CLIENT_IDENTIFIER	The identifier of the client.
DESCRIPTION	The description of the client.
PRIMARY_PHONE_NUMBER	The first phone number entered in the starred (primary) contact card (for contacts) or the contact details (for organizations and client groups).
PRIMARY_PHONE_NUMBER_COUNTRY_CODE	The country code of the first phone number entered in the starred (primary) contact card (for contacts) or the contact details (for organizations and client groups).
PRIMARY_WEBSITE	The first website entered in the starred (primary) contact card (for contacts) or the contact details (for organizations and client groups).
PRIMARY_CONTACT_ROLE	The role of the primary contact card (for contacts). Does not exist for organizations or client groups.
PRIMARY_ADDRESS_LINE	The street address of the starred (primary) contact card of the client.
PRIMARY_ADDRESS_CITY	The city of the starred (primary) contact card of the client.
PRIMARY_ADDRESS_STATE_PROVINCE_COUNTY	The state, province or county of the starred (primary) contact card of the client.
PRIMARY_ADDRESS_ZIPCODE	The zipcode of the starred (primary) contact card of the client.
PRIMARY_ADDRESS_COUNTRY_CODE	The country code of the starred (primary) contact card 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.

DIMN_CLIENT_GROUP

This table holds the attributes about the client group.

Field	Description
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.

DIMN_DATE

This is a date table that allows analysis 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's 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 by 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's 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 table holds the attributes that define 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 table holds the attributes that define a user / employee.

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 of 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 table holds the attributes that define 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 DateTime of the work item.
COMPLETED_DATETIME	The DateTime 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_TIME_ENTRY_DETAIL

This table provides the individual time entries submitted by users

Field	Description
REPORTING_DATE	The date on which the time entry was submitted for.
USER_ID	The unique identifier of the user profile who submitted the time entry.
USER_NAME	The name of the user profile who submitted the time entry.
MINUTES	The amount of time in minutes submitted with the time entry.
HOURS	The amount of time in hours submitted with the time entry.
TOTAL_COST	The calculated cost for the time entry is based on the minutes, role and task type.
CLIENT_ID	The unique identifier of the client.
CLIENT	The name of the client.
TASK_TYPE_ID	The unique identifier for the task type.
TASK_TYPE	The name of the task type.
IS_BILLABLE	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 role performed by the user.
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_TYPE	The type of the work item.
DESCRIPTION	The description added to the submitted time entry.
TIME_ENTRY_ID	The unique ID of the time entry.
HOURLY_BILLABLE_RATE	The TOTAL_COST divide by HOURS.
RECORDED	The total cost but as seen on the invoice.
BILLED	The final amount billed to a client.
WRITE_ON_OFF	The amount the total cost was increase or decreased by.
REALIZATION	The BILLED divided by the TOTAL_COST.
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/non-billable expected and actual time for user profiles / employees.

Please keep in mind, utilization here is calculated as actual billable minutes divided by total tracked minutes. This differs from the Time tab in Karbon, where utilization is based on actual billable minutes divided by user capacity. As a result, the numbers may differ between the two views.

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 user profiles / employees across different time periods.

Field	Description
REPORTING_DATE	The date as 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 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 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 about 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.
DEADLINE_DATETIME	The date and time when the work item is due. In <timezone>
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.
REPEAT_SCHEDULE	The frequency that the work item is set to repeat
USER_DEFINED_CLIENT_ID	An id created by the user for internal use.
WORK_TEMPLATE_ID	The unique identifier of the work template used to create the work item.
WORK_TEMPLATE	The name of the work template used to create the work item.
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.
BUDGET_REMAINING_HOURS	The amount of budgeted hours minus the inputted time entry hours.
INTERNAL_TASKS_COMPLETED_COUNT	The number of tasks (not including client task) that have been completed on the work item.
INTERNAL_TASKS_PENDING_COUNT	The number of tasks (not including client task) that have not been completed on the work item.
IS_WORK_ITEM_OVERDUE	Flag indicating if a work item is overdue or not.

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 DateTime 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.

CLIENT_EMAIL_CONVERSATION_RESPONSE_DETAIL

This table provides a detailed summary of email responses.

Field	Description
CONTACT	The client's name with who the response email interacted.
CLIENT_MANAGER	The name of the User Profile who manages the responsibilities of this client. Defined on the Details tab of the contact.
CLIENT_MANAGER_ID	The identifier of the User Profile who manages the responsibilities of this client.
CLIENT_OWNER	The name of the User Profile who owns the responsibilities of this client. Defined on the Details tab of the contact.
CLIENT_OWNER_ID	The identifier of the User Profile who owns the responsibilities of this client.
CONTACT_ID	The client's unique identifier with who the response email interacted.
CONTACT_TYPE	The type of client: Individual (Contact), Organisation, Client Group.
CONVERSATION_ID	The ID of the thread of emails in which the response email is included.
EMAIL_SUBJECT	The subject line of the response email.
EMAIL_MESSAGE_ID	The identifier of the response email.
RESPONSE_DATETIME	The timestamp of the response email.
RESPONSE_DIRECTION	The categorization of response email into "sent" or "received". Sent means the email was sent to the client, and received means the email was received by the client.
EMAIL_SENT_BY	The name of the user who sent the response email.
EMAIL_SENT_BY_ID	The identifier of the user who sent the response email.
RESPONSE_TIME_HOURS	The time (in hours) it took the user to respond.
RESPONSE_TIME_MINUTES	The time (in minutes) it took the user to respond.
ACCOUNT_NAME	The tenant's name to whom the email belongs to.
ACCOUNT_ID	The tenant's unique identifier to whom the email belongs to.

CLIENT_EMAIL_INTERACTION_DAILY_SUMMARY

This table summarizes daily email interactions.

Field	Description
INTERACTION_DATE	The date the email was sent.
INTERACTION_DIRECTION	The categorization of email into "sent" or "received". Sent means the email was sent to the client, and received means the email was received by the client.
CONTACT_ID	The client's unique identifier to who the email interacted. Defined on the Details tab of the contact.
EMAIL_SENT_BY_ID	The unique identifier for who sent the email.
ACCOUNT_ID	The tenant's unique identifier to whom the email belongs to.
ACCOUNT_NAME	The tenant's name to whom the email belongs to.
CLIENT_OWNER_ID	The unique identifier of the User Profile who owns the responsibilities of this client.
CLIENT_OWNER	The name of the User Profile who owns the responsibilities of this client. Defined on the Details tab of the contact.
CLIENT_MANAGER_ID	The identifier of the User Profile who manages the responsibilities of this client.
CLIENT_MANAGER	The name of the User Profile who manages the responsibilities of this client. Defined on the Details tab of the contact.
CONTACT	The client's name with who the email interacted.
CONTACT_TYPE	The type of client: Individual (Contact), Organisation, Client Group.
EMAIL_SENT_BY	The name of the user who sent the email.
TOTAL_INTERACTION_COUNT	The count of emails both sent and received.

EMAIL_DETAIL

This table shows all emails from both Karbon Contacts and non-contacts.

Field	Description
ACCOUNT_ID	The tenant's unique identifier to whom the email belongs to.
ACCOUNT_NAME	The tenant's unique identifier to whom the email belongs to.
CONTACT_ID	The client's unique identifier to who the response email interacted with.
CONTACT	The client's name to who the response email interacted with.
CONTACT_TYPE	The type of client: Individual (Contact), Organisation, Client Group.
CONVERSATION_ID	The ID of the thread of emails in which the response email is included.
CLIENT_OWNER_ID	The identifier of the User Profile who owns the responsibilities of this client.
CLIENT_OWNER	The name of the User Profile who owns the responsibilities of this client. Defined on the Details tab of the contact.
CLIENT_MANAGER_ID	The identifier of the User Profile who manages the responsibilities of this client.
CLIENT_MANAGER	The name of the User Profile who manages the responsibilities of this client. Defined on the Details tab of the contact.
EMAIL_SUBJECT	The subject line of the response email.
EMAIL_MESSAGE_ID	The identifier of the response email.
EMAIL_SENT_BY	The name of user who sent the response email.
EMAIL_SENT_BY_ID	The identifier of user who sent the response email.
RESPONSE_TIME_MINUTES	The time (in minutes) it took the user to respond.
RESPONSE_DATETIME	The timestamp of the response email.
RESPONSE_DIRECTION	The categorization of response email into "sent" or "received". Sent means the email was sent to the client, received means the email was received by the client.

DIMN_ORGANIZATION_MEMBER

This table shows the relationships between organizations and people (i.e. contacts)

Field	Description
ACCOUNT_ID	The tenant's unique identifier to whom this data belongs to.
ACCOUNT_NAME	The tenant's name to whom this data belongs to.
ORGANIZATION	The name of the organization (one of three subtypes of clients.)
ORGANIZATION_ID	The organization's unique identifier.
PERSON	The name of an individual (contact) added in Karbon
PERSON_ID	The individual's (contacts) unique identifer.
REPORTING_DATE	The date as of which the data is representative of.

BILLING_ITEM

This table shows the summary of billed items at the invoice line level.

Field	Description
BILLING_ITEM_ID	The unique identifier for each line of an invoice, billable amount, and billed amount.
INVOICE_APPROVED_DATE	The date the invoice was approved.
INVOICE_APPROVED_AT	The timestamp the invoice was approved.
TIME_ENTRY_ID	The unique identifier for time entries.
EXPENSE_ID	The unique identifier for expenses.
BILLING_ITEM_TYPE	The type of the billing item which can be work item, person, organization, client group, time entry, or expense.
BILLING_TYPE	How this work is billed to the client. Possible values include Fixed Fee, Time and Materials, and Non-billable Fee.
RECORDED_AND_BILLED_AMOUNT	The amount on invoice, not including adjustments.
BILLED_AMOUNT	The final amount on invoice.
INVOICE_NUMBER	The number of the invoice as seen in app.
INVOICE_ID	The unique identifier for the invoice.
INVOICE_LINE_ID	The unique identifier for each line item in the invoice.
INVOICE_STATUS_ID	The corresponding identifier for each of the five invoice statuses.
INVOICE_STATUS	The status of the invoice. Possible statuses include; Draft, Approved, Awaiting Payment, Paid, Exported, Voided
IS_BILLED	Current status of the invoice is any status besides Draft or Voided.
WORK_ITEM_ID	The unique identifier for the work item whose details are being provided.
WORK_ITEM_TITLE	The title of the work item.
CLIENT_ID	The unique identifier of the client.
CREATED_BY_USER_ID	The unique identifier for the user who created the invoice.
ACCOUNT_ID	The tenant's unique identifier to whom this data belongs to.
ACCOUNT_NAME	The tenant's name to whom this data belongs to.

WIP_ITEM

This table is a daily historic record of WIP.

Field	Description
ENTITY_ID	The unique identifier of the entity
ENTITY_TYPE	The type of entity. Possible types of entities include work item, client, time entry, and expense.
WORK_ITEM_ID	The work item's unique identifier assoicated with the WIP.
WORK_TITLE	The work item's title assoicated with the WIP.
CLIENT_ID	The client's unique identifier associated with the WIP.
BILL_TO_CONTACT_ID	The default billing contact's unique identifier. This is customizable to each client in the billing settings.
CLIENT	The client's name to who the WIP is associate with.
BILL_TO_CONTACT	The default billing contact's name. This is customizable to each client in the billing settings.
BILLING_TYPE	The billing type associated with the entity. Possible types include Time and Materials and Fixed Fee.
TIME_RECORDED_AMOUNT	The total amount for the recorded time on work items or clients that are still in WIP.
TIME_BILLED_AMOUNT	The amount that was billed on items in WIP, including adjustments (Time Billed Amount = Time Recorded and Billed + Time Write On/Off
TIME_RECORDED_AND_BILLED_AMOUNT	The amount that was billed on items in WIP, excluding adjustments.
TIME_ADJUSTMENT_AMOUNT	The amount written on or off on the invoice.
TIME_WIP_AMOUNT	The difference between the Time Billed and Total Recorded (Time WIP = Time Recorded - Fixed Fee)
FIXED_FEE_BILLED_AMOUNT	The amount of fixed fees from WIP that is still billable (Fixed Fee Billable = Fixed Fee - Fixed Fee Billed)
FIXED_FEE_AMOUNT	The total fixed fee for work items in WIP.
FIXED_FEE_WIP_AMOUNT	The difference between the Fixed Fee and Total Recorded (Fixed Fee WIP = Total Recorded - Fixed Fee)
EXPENSE_AMOUNT	The total expenses added to work items or clients.
EXPENSE_BILLED_AMOUNT	The amount of expenses billed, including adjustments.
EXPENSE_RECORDED_AND_BILLED_AMOUNT	The amount of expense billed, excluding adjustments.
EXPENSE_WIP_AMOUNT	The total amount of expenses that are still billable to the client for WIP (Expenses Billable WIP = Expenses Amount - Expenses Billed)
TOTAL_WIP_AMOUNT	The combination of Time WIP, Fixed Fee WIP, and Expense WIP.
ACCOUNT_ID	The tenant's unique identifier to whom this data belongs to.
ACCOUNT_NAME	The tenant's name to whom this data belongs to.
EFFECTIVE_AS_DATE	Date this table was last extracted from it's source.

DEFAULT_BILLING_CONTACT

This table shows the default billing contact for a corresponding entity.

Field	Description
ENTITY_ID	The unique identifier of the entity
ENTITY_TYPE	The type of entity. Possible types of entities include person, client group, work item, and organization.
CONTACT	The name of the client/contact, when applicable.
WORK_TITLE	The name of the work item, when applicable.
BILL_TO_CONTACT_ID	The default billing contact's unique identifier.
BILL_TO_CONTACT_TYPE	The default billing contact's type.
BILL_TO_CONTACT	The default billing contact's name.
ACCOUNT_ID	The tenant's unique identifier to whom this data belongs to.
ACCOUNT_NAME	The tenant's name to whom this data belongs to.

EXPENSE_DETAIL

This table shows a record of all expenses on work items or clients.

Field	Description
BUSINESS_DATE	Date this table was last extracted from it's source.
EXPENSE_ID	The unique identifier for the expense.
CREATED_DATETIME	Date the expense was created.
DESCRIPTION	The description that was added to the expense.
EXPENSE_AMOUNT	The amount added as the cost amount to the expense.
BILLABLE_AMOUNT	The amount added as the billable amount to the expense.
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.
WORK_ITEM_ID	The unique identifier for the work item that the expense was assigned to.
WORK_TITLE	The title of the work item.
BILLING_TYPE	How this work is billed to the client. Possible values include Fixed Fee, Time and Materials, and Non-billable Fee.
CLIENT_ID	The unique identifier of the client that the expense was assigned to.
CLIENT_FULL_NAME	The name of the client.
ACCOUNT_ID	The tenant's unique identifier to whom this data belongs to.
ACCOUNT_NAME	The tenant's name to whom this data belongs to.

WORK_ITEM_INTERNAL_TASK_DETAIL

This table shows a record of all tasks created on work items.

Field	Description
INTERNAL_TASK_ID	The unique identifier of the task in a work item.
INTERNAL_TASK_TITLE	The name of the task.
WORK_ITEM_ID	The unique identifier for the work item to which the task belongs.
WORK_TITLE	The title of the work item to which the task belongs.
ASSIGNED_TO_ID	The user identifier to whom the task is assigned.
ASSIGNED_TO	The name of the user to whom the work item was assigned to.
COMPLETED_BY	The user name of whom the task was completed by.
COMPLETED_BY_ID	The user identifier of whom the task was completed by.
ROLE_ID	The unique identifier of the role specified for the task.
ROLE_NAME	The name of role performed by the user.
TASK_TYPE_ID	The unique identifier for the task type.
TASK_TYPE	The name of the task type.
SECTION_ID	The unique identifier of the section within the work item to which the tasks belongs.
SECTION_NAME	The name of the section within the work item to which the tasks belongs.
PRIMARY_STATUS_ID	The unique identifier of the primary status of the task.
PRIMARY_STATUS	The name of the primary status of the task.
SECONDARY_STATUS_ID	The unique identifier of the secondary status of the work item.
SECONDARY_STATUS	The name of the secondary status of the work item.
CREATED_DATETIME	The date the task was created.
DUE_DATETIME	The date the task was due.
COMPLETED_DATETIME	The date the task was completed.
ACCOUNT_ID	The tenant's unique identifier to whom this data belongs to.
ACCOUNT_NAME	The tenant's name to whom this data belongs to.

DIMN_CLIENT_ACCOUNTING_DETAIL

This table shows many of the fields found in the accounting details section on the Detail tab for a Contact.

Field	Description
CLIENT_ID	The unique identifier of the client.
LEGAL_NAME	Legal name of the client as entered in the accounting details of the client.
TRADING_NAME	Trading name of the client as entered in the accounting details of the client.
BUSINESS_NAME	Business name of the client as entered in the accounting details of the client.
TAX_COUNTRY_CODE	Tax country code of the client as entered in the accounting details of the client.
PROVISIONAL_TAX_BASIS	Provisional tax basis of the client as entered in the accounting details of the client.
PROVISIONAL_TAX_RATIO	Provisional tax ratio of the client as entered in the accounting details of the client.
LINE_OF_BUSINESS	Line of business of the client as entered in the accounting details of the client.
SELLS	Drop down selection to indicate whether the client sells services, products, both or other, as entered in the accounting details of the client
REVENUE_MODEL	Drop down selection to indicate the revenue model of the client, as entered in the accounting details of the client
ANNUAL_REVENUE	Annual revenue of the client, as entered in the accounting details of the client
ORGANIZATION_BUSINESS_ENTITY_TYPE	Drop down selection to indicate the organization business entity type of the client, as entered in the accounting details of the client
ORGANIZATION_VALUATION	Organization valuation, as entered in the accounting details of the organization
INCORPORATION_DATE	Incorporation date, as entered in the accounting details of the organization
INCORPORATION_STATE	Incorporation state, as entered in the accounting details of the organization
CONTACT_SALUTATION	Contact Salutation, as entered in the accounting details for contacts.
USER_DEFINED_IDENTIFIER	User Defined Identifier, as entered in the accounting details for contacts.
FINANCIAL_YEAR_END_DAY	Financial year end day of the client, as entered in the accounting details -> tax section of the client
FINANCIAL_YEAR_END_MONTH	Financial year end month of the client, as entered in the accounting details -> tax section of the client
SALES_TAX_BASIS	Sales tax basis of the client, as entered in the accounting details -> tax section of the client
SALES_TAX_PERIOD	Sales tax period of the client, as entered in the accounting details -> tax section of the client
INCOME_TAX_INSTALLMENT_PERIOD	Income tax installment period of the client, as entered in the accounting details -> tax section of the client
SERVICES	Services of the client, as entered in the accounting details -> tax section of the client
ACCOUNT_ID	The tenant's unique identifier to whom the email belongs to.
ACCOUNT_NAME	The tenant's name to whom the email belongs to.

MY_WEEK

This model contains the underlying data from MyWeek in app.

Field	Description
MY_WEEK_ITEM_ID	The unique identifier for My Week entries.
WORK_ITEM_ID	The unique identifier for the related work item
EMAIL_CONVERSATION_ID	The unique identifier for email conversations
NOTE_ID	The unique identifier for note.
ENTITY_TYPE	The type of entity. Possible types of entities include work item, client, time entry, and expense.
WORK_TITLE	The title of the work item.
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_TYPE	This field specifies whether the client is a contact, organization or client group.
CLIENT	The name of the client.
MY_WEEK_BIN_TYPE	The title of the my_week_bin_type_id
PLANNED_WEEK	The week selected in My Week, calculated by using the my_week_bin_value.
ACCOUNT_ID	The tenant's unique identifier to whom the email belongs to.
ACCOUNT_NAME	The tenant's name to whom the email belongs to.

BUDGET

This model provides a detailed view of budgets estimates added to work items.

Field	Description
EFFECTIVE_AS_DATE	Date this table was last extracted from it's source.
BUDGET_ID	The unique identifier for each budget estimate added to a work item.
MY_WEEK_ITEM_ID	The unique identifier for My Week entries.
WORK_ITEM_ID	The unique identifier for the work item to which the budget belongs to.
WORK_ITEM	The title of the work item.
USER_ID	The unique identifier of the user profile.
USER_NAME	The name of the user profile.
TASK_TYPE_ID	The unique identifier for the task type.
TASK_TYPE	The name of the task type.
BILLING_TYPE_ID	The unique identifier for the billing type.
BILLING_TYPE	The name of the billing type.
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.
IS_BILLABLE	A flag saying whether the task type is billable.
BUDGET_MINUTES	The amount of time (in minutes) that is entered on a budget estimate.
HOURLY_RATE	The hourly rate that is set on a budget estimate. There is the option to chose the default hourly rate of the specified role or a customized rate.
BUDGET_AMOUNT	The final montary amount of the budget estimate based on the entered estimated time and hourly rate.
FIXED_FEE_AMOUNT	The fixed fee associated with a work item.
ACCOUNT_ID	The tenant's unique identifier to whom the email belongs to.
ACCOUNT_NAME	The tenant's name to whom the email belongs to.
MODIFIED_DATE	The timestamp that the record was last modified at.

INVOICE

This model provides a detailed view of invoices created in Karbon.

Field	Description
INVOICE_ID	The unique identifier for the invoice
INVOICE_NUMBER	The number of the invoice as seen in app.
CLIENT_ID	The unique identifier of the client.
CLIENT	The client's name to which the invoice item belongs to.
APPROVED_BY_ID	ID of the colleague who approved the invoice.
APPROVED_BY	The colleague name who approved the invoice.
VOIDED_BY_ID	ID of the colleague who approved the invoice.
VOIDED_BY	The colleague name who voided the invoice.
INVOICE_STATUS_ID	The corresponding identifier for each of the five invoice statuses.
INVOICE_STATUS	The status of the invoice. Possible statuses include; Draft, Approved, Awaiting Payment, Paid, Exported, Voided
INVOICE_DATE	The date the invoice was sent.
DUE_DATE	The date the invoice is due by.
PAID_IN_FULL_DATE	The date the invoice was paid in full.
APPROVED_DATETIME	The timestamp the invoice was approved.
VOIDED_DATETIME	The timestamp the invoice was voided.
WRITE_ON_OFF	The amount the invoice was increased/decreased by compared to the amount of work done.
INVOICE_AMOUNT	The amount of all line items totalled.
INVOICE_TAX_AMOUNT	The amount of tax on the invoice.
INVOICE_TOTAL	The sum of invoice_amount and invoice_tax_amount.
ACCOUNT_ID	The tenant's name to whom the email belongs to.
ACCOUNT_NAME	The tenant's unique identifier to whom the email belongs to.

EMAIL_DETAIL_V2

This table contains the details of emails to and from Karbon users. This is a revamped version of the EMAIL_DETAIL view.

Field	Description
EMAIL_MESSAGE_ID	The unique identifier of the email.
EMAIL_CONVERSATION_ID	The unique identifier of the email thread. An email thread refers to a sequence of email messages that are part of the same conversation
EMAIL_SENT_BY_USER_ID	The unique identifier of the user who sent the email.
EMAIL_SENT_BY	The name of the user who sent the email.
EMAIL_RECEIVED_BY_USER_ID	The unique identifer of the user who received the email.
EMAIL_RECEIVED_BY	The name of the user who received the email.
CONTACT_ID	The unique identifier of the client associated with the email.
CONTACT	The name of the client associated with the email.
CONTACT_TYPE	The type of client: Individual (Contact), Organisation, or Client Group.
CLIENT_OWNER_ID	The unique identifier of the user who owns the responsibilities of this client.
CLIENT_OWNER	The name of the user who owns the responsibilities of this client. Defined on the Details tab of the contact.
CLIENT_MANAGER_ID	The identifier of the user who manages the responsibilities of this client.
CLIENT_MANAGER	The name of the user who manages the responsibilities of this client. Defined on the Details tab of the contact.
EMAIL_INTERACTION_DATETIME_UTC	The timestamp of when the email was sent or received in UTC.
PRECEDING_EMAIL_INTERACTION_DATETIME_UTC	The timestamp of when the previous email in the thread was sent or received in UTC.
EMAIL_INTERACTION_DATETIME_LOCAL	The timestamp of when the email was sent or received in the local timezone of the tenant.
PRECEDING_EMAIL_INTERACTION_DATETIME	The timestamp of when the previous email in the thread was sent or received in the local timezone of the tenant.
RESPONSE_DIRECTION	The categorization of response email into sent or received. This is in respect to the user. Sent refers to when a user sends an email, and received refers to when the user receives an email.
EMAIL_SUBJECT	The subject line of the email.
IS_REPLY	A flag indicating whether the email is a reply.
IS_FIRST_EMAIL_IN_CONVERSATION	A flag indicating whether the email is the first email in the conversation/thread.
IS_REPLY_TO_CLIENT	A flag indicating whether the email is a reply to a client.
IS_FIRST_REPLY	A flag indicating whether the email is the first reply in the conversation/thread.
RESPONSE_TIME_MINUTES	The time (in minutes) it took the user to respond to the previous email.
RESPONSE_TIME_HOURS	The time (in hours) it took the user to respond to the previous email.
RESPONSE_TIME_DAYS	The time (in days) it took the user to respond to the previous email.
RESPONSE_TIME_MINUTES_EXCLUDING_WEEKENDS	The time (in minutes) it took the user to respond to the previous email EXCLUDING weekends (Sat, Sun).
RESPONSE_TIME_HOURS_EXCLUDING_WEEKENDS	The time (in hours) it took the user to respond to the previous email EXCLUDING weekends (Sat, Sun).
RESPONSE_TIME_DAYS_EXCLUDING_WEEKENDS	The time (in days) it took the user to respond to the previous email EXCLUDING weekends (Sat, Sun).
ACCOUNT_ID	The tenant's unique identifier to whom the email belongs to.
ACCOUNT_NAME	The tenant's name to whom the email belongs to.

EMAIL_CONVERSATION

This table contains the summary of email conversations within Karbon in relation to their work items.

Field	Description
EMAIL_CONVERSATION_ID	The unique identifier of the email thread. An email thread refers to a sequence of email messages that are part of the same conversation
ASSIGNED_TO_USER_ID	The unique identifier of the user who is assigned to the email thread.
ASSIGNED_TO	The name of the user who is assigned to the email thread.
FIRST_EMAIL_MESSAGE_ID	The unique identifier of the first email in the conversation/thread.
LAST_EMAIL_MESSAGE_ID	The unique identifier of the last email in the conversation/thread.
WORK_ITEM_ID	The unique identifier of the work item that the email has been added to.
WORK_ITEM_TITLE	The name of the work item that the email has been added to.
DUE_DATETIME	The timestamp of when the email thread is due.
COMPLETED_DATETIME	The timestamp of when the email thread is completed.
PRIMARY_STATUS	The primary status of the email thread.
SECONDARY_STATUS	The secondary status of the email thread.
COMMENT_COUNT	The total number of comments made on the email thread.
COMMENT_ATTACHMENT_COUNT	The total number of comment attachments made to the email thread.
EMAIL_MESSAGE_COUNT	The total number of emails within the email thread.
ACCOUNT_ID	The tenant's unique identifier to whom the email thread belongs to.
ACCOUNT_NAME	The tenant's name to whom the email thread belongs to.

TRIAGE

This table contains the summary of triage items within Karbon.

Field	Description
TRIAGE_ITEM_ID	The unique identifier of a triage item.
USER_ID	The unique identifier of the user the triage item is associated with.
CLIENT_ID	The unique identifier of the client.
TRIAGE_ENTITY_ID	The unique identifier of the entity (email, work item, note, task, invoice, billing run, timesheet.) This can be used to join to other table.
TRIAGE_ITEM_TYPE	The type of entity in triage. This includes the following: email, work item, note, invoice, billing run, time sheet, client task, internal task or system notification.
TRIAGE_ITEM_TITLE	The title of the triage item.
TRIAGE_STATUS	The status of the triage. It can be Sent, Later, Low Priority, Triage or Cleared.
IS_READ	A flag indicating if the triage item has been opened.
ENTERED_TRIAGE_DATETIME	The timestamp of when the item entered triage.
ENTERED_TRIAGE_DATE	The date when the item entered triage.
EXITED_TRIAGE_DATETIME	The timestamp of when the item exited triage.
EXITED_TRIAGE_DATE	The date when the item exited triage.
MINUTES_IN_TRIAGE	The time (in minutes) a item spent it triage before getting cleared. This only includes cleared items.
HOURS_IN_TRIAGE	The time (in hours) a cleared triage item spent it triage before getting cleared. This only includes cleared items.
DAYS_IN_TRIAGE	The time (in days) a cleared triage item spent it triage before getting cleared. This only includes cleared items.
MINUTES_IN_TRIAGE_EXCLUDING_WEEKENDS	The time (in minutes) a triage item spent in triage before getting cleared EXCLUDING weekends (Sat, Sun.) This only includes cleared items.
HOURS_IN_TRIAGE_EXCLUDING_WEEKENDS	The time (in hours) a triage item spent in triage before getting cleared EXCLUDING weekends (Sat, Sun.) This only includes cleared items.
DAYS_IN_TRIAGE_EXCLUDING_WEEKENDS	The time (in days) a triage item spent in triage before getting cleared EXCLUDING weekends (Sat, Sun.) This only includes cleared items.
ACCOUNT_ID	The tenant's unique identifier to whom the triage item belongs to.
ACCOUNT_NAME	The tenant's name to whom the triage item belongs to.

CLIENT_TASK

This table contains the details of client tasks.

Field	Description
CLIENT_TASK_ID	The unique identifier of a client task.
CLIENT_TASK_SECTION_ID	The unique identifier of a client task section.
CLIENT_TASK_TITLE	The name of the client task.
CLIENT_TASK_SECTION_TITLE	The name of the client task section.
WORK_ITEM_ID	The unique identifier of the work item associated with the client task.
WORK_ITEM_TITLE	The name of the work item associated with the client task.
CLIENT_ID	The unique identifier of the client associated with the work item.
CLIENT	The name of the client associated with the work item.
WORK_ITEM_ASSIGNEE_USER_ID	The unique identifier of the user assigned to the work item.
WORK_ITEM_ASSIGNEE_USER_NAME	The name of the user assigned to the work item.
CREATED_DATETIME	The timestamp of when the client task was created.
DUE_DATE	The due date of the client task.
SENT_DATETIME	The date of when the client task was sent.
COMPLETED_DATETIME	The timestamp of when the client task was completed.
CLIENT_TASK_STATUS	The status of the client task; not sent, sent and completed. The client task can only be in one status at a time.
CLIENT_TASK_STATUS_ORDER_ID	The order of the statuses from start to finish, used to order visualizations correctly.
COMPLETION_TIME_MINUTES	The time (in minutes) it took for the client task to be completed.
COMPLETION_TIME_MINUTES_EXCLUDING_WEEKENDS	The time (in minutes) it took for the client task to be completed EXCLUDING weekends. (Sat, Sun)
COMPLETION_TIME_HOURS	The time (in hours) it took for the client task to be completed.
COMPLETION_TIME_HOURS_EXCLUDING_WEEKENDS	The time (in hours) it took for the client task to be completed EXCLUDING weekends. (Sat, Sun)
COMPLETION_TIME_DAYS	The time (in days) it took for the client task to be completed.
COMPLETION_TIME_DAYS_EXCLUDING_WEEKENDS	The time (in days) it took for the client task to be completed EXCLUDING weekends. (Sat, Sun)
ACCOUNT_ID	The tenant's unique identifier to whom the client task belongs to.
ACCOUNT_NAME	The tenant's name to whom the client task belongs to.

DIM_TENANT_TEAM

The table contains all tenant teams created in Karbon.

Field	Description
TENANT_TEAM_ID	The unique identifier of the tenant team.
TENANT_TEAM_NAME	The name of the tenant team.
PARENT_TENANT_TEAM_ID	The unique identifier of the parent's tenant team.
PARENT_TENANT_TEAM_NAME	The name of the parent's tenant team.
ACCOUNT_ID	The tenant's unique identifier to whom the team belongs to.
ACCOUNT_NAME	The tenant's name to whom the team belongs to.

DIM_TENANT_TEAM_MEMBER

This table contains all tenant team members.

Field	Description
TENANT_TEAM_MEMBER_ID	The unique identifier for the of tenant team and user.
TENANT_TEAM_ID	The unique identifier of the tenant team.
USER_ID	The unique identifier of the user under the tenant team.
ACCOUNT_ID	The tenant's unique identifier to whom the team member belongs to.
ACCOUNT_NAME	The tenant's name to whom the team member belongs to.

REVERSE_BILLING_ITEM_DETAIL

This table combines reverse billing items for both Time & Materials and Fixed Fee work items, providing a unified view of billing reversals occurring from credit notes.

Field	Description
WIP_ID	The unique identifier of the WIP (Work in Progress.)
BILLING_ITEM_ID	The unique identifier of the original billing item being credited.
REVERSE_BILLING_ITEM_ID	The unique identifier for this credit note billing item.
TIME_ENTRY_ID	The unique identifier of the associated time entry, if the credit is for a time entry.
EXPENSE_ID	The unique identifier of the associated expense entry, if the credit is for an expense.
FIXED_FEE_WORK_ITEM_ID	The unique identifier of the associated fixed fee work item, if the credit is for a fixed fee item.
PARENT_ENTITY_ID	The unique identifier of the parent entity (work item or client).
PARENT_ENTITY_TYPE_ID	The unique identifier representing the type of parent entity.
PARENT_ENTITY_TYPE	The type of parent entity (e.g., Work Item or Client).
BILLING_TYPE_ID	The unqiue identifier of the billing type from the original billing item.
BILLING_TYPE	The type of billing from the original billing item.
IS_FINAL_BILL	Boolean flag indicating if the credit is for a final bill.
IS_GENERATED_FROM_REALIZATION_EVENT	Boolean flag indicating if this credit was generated from a fixed fee realization event.
INVOICE_ID	The unique identifier of the original invoice being credited.
INVOICE_DATE	The date of the original invoice.
INVOICE_STATUS	The status of the original invoice.
CREDIT_NOTE_ID	The unique identifier of the credit note.
CREDIT_NOTE_DATE	The date of the credit note.
APPROVED_DATETIME	The timestamp when the credit note was approved.
CREDIT_NOTE_STATUS	The current status of the credit note.
CREDIT_AMOUNT	The amount being credited (excluding tax).
REVERSE_BILLING_ITEM_RECORDED_AND_BILLED_AMOUNT	The amount that was originally recorded and billed, now being reversed.
REVERSE_BILLING_ITEM_WRITE_ON_OFF_AMOUNT	The write-on/off amount being reversed from the original billing item.
ACCOUNT_ID	The unique identifier of the account (tenant).
ACCOUNT_NAME	The name of the account (tenant).

BILLING_ITEM_DETAIL_V2

This table combines billing items on both Time & Material and Fixed Fee work items, providing a unified view of billing information including fixed fee realization events and their associated adjustments.

Field	Description
BILLING_ITEM_ID	The unique identifier for the billing item.
WIP_ID	The unique identifier of the Work in Progress entry (applies to both time and materials WIP and negative WIP).
ENTITY_ID	The unique identifier of the parent entity (can be either a work item or client depending on entity_type).
ENTITY_TYPE	The type of parent entity (e.g., Work Item = 4, Client = 13, 2, or 37).
TIME_ENTRY_ID	The unique identifier of the associated time entry, if the WIP is a time entry
EXPENSE_ID	The unique identifier of the associated expense entry, if the WIP is an expense entry.
FIXED_FEE_WORK_ITEM_ID	The unique identifier of the associated fixed fee work item.
BILLING_TYPE	The type of billing method (Fixed Fee = 1, Time and Materials = 2).
IS_FINAL_BILL	Boolean flag indicating if this is a final bill for fixed fee items. Multiple final bills can exist for the same fixed fee work item. But Time and Materials will not have the concept of Final Bill
IS_GENERATED_FROM_REALIZATION_EVENT	Boolean flag indicating if this was generated from a fixed fee realization event. True for final bills, interim bill reversals after final bill, final bill full WIP returns, and final bill write-off reversals.
INVOICE_ID	The unique identifier of the associated invoice.
INVOICE_DATE	The reporting date of the invoice.
APPROVED_DATETIME	The timestamp when the invoice was last approved.
INVOICE_STATUS	The current status of the invoice.
BILLING_ENTITY_ID	The unique identifier of the client being billed.
BILLING_ENTITY_TYPE_ID	The ID of the client link type.
BILLING_ENTITY_TYPE_NAME	The name of the client type.
BILLED_AMOUNT	The amount that was billed on the Billing Entity.
RECORDED_AND_BILLED_AMOUNT	The amount that was recorded in WIP and subsequently billed. For fixed fee items, this represents the proportional distribution of the realization amount across time entries based on their relative costs.
WRITE_ON_OFF_AMOUNT	The difference between billed amount and recorded amount. For fixed fee items, this can include adjustments from interim bill reversals, full WIP returns, and write-off reversals.
ACCOUNT_ID	The unique identifier of the account (tenant).
ACCOUNT_NAME	The name of the account (tenant).

INVOICE_CREDIT_NOTE_BRIDGE

This table provides the relationship between invoices and credit notes (M:M), including the amounts applied.

Field	Description
CREDIT_NOTE_INVOICE_ID	The unique identifier for the invoice-credit note relationship.
INVOICE_ID	The unique identifier for the invoice.
CREDIT_NOTE_ID	The unique identifier for the credit note.
INVOICE_DATE	The reporting date of the invoice.
CREDIT_NOTE_DATE	The reporting date of the credit note.
INVOICE_TOTAL	The total amount of the invoice (includes tax).
CREDIT_TOTAL	The total amount of the credit note (includes tax).
CREDIT_NOTE_APPLIED_AMOUNT	The amount of the credit note applied to this invoice.
ACCOUNT_ID	The unique identifier of the account (tenant).
ACCOUNT_NAME	The name of the account (tenant).

INVOICE_PAYMENT_BRIDGE

This table provides the relationship between invoices and payments (M:M), including the amounts applied.

Field	Description
INVOICE_PAYMENT_ID	The unique identifier for the invoice-payment relationship.
INVOICE_ID	The unique identifier for the invoice.
PAYMENT_ID	The unique identifier for the payment.
INVOICE_TOTAL	The total amount of the invoice.
PAYMENT_TOTAL	The total amount of the payment.
INVOICE_APPLIED_AMOUNT	The amount of the payment applied to this invoice.
PAYMENT_DATE	The date when the payment was made.
INVOICE_DATE	The reporting date of the invoice.
ACCOUNT_ID	The unique identifier of the account (tenant).
ACCOUNT_NAME	The name of the account (tenant).

DIMN_CREDIT_NOTE_POSTED

This table contains information about posted credit notes including their amounts and status.

Field	Description
CREDIT_NOTE_ID	The unique identifier for the credit note.
CREDIT_NOTE_NUMBER	The unique reference number for the credit note.
BILLING_ENTITY_ID	The unique identifier of the billing entity associated with the credit note.
BILLING_ENTITY_TYPE_ID	The ID of the billing entity type.
BILLING_ENTITY_TYPE_NAME	The name of the client type.
CREDIT_NOTE_DATE	The reporting date of the credit note.
CREDIT_REVENUE_AMOUNT	The revenue amount being credited.
CREDIT_EXPENSE_AMOUNT	The expense amount being credited.
CREDIT_TAX_AMOUNT	The tax amount being credited.
CREDIT_TOTAL	The total amount of the credit note including revenue, expenses, and tax.
ACCOUNT_ID	The unique identifier of the account (tenant).
ACCOUNT_NAME	The name of the account (tenant).

DIMN_PAYMENT

This table contains information about payments received, including payment methods, types, and associated fees.

Field	Description
PAYMENT_ID	The unique identifier for the payment.
PAYMENT_NUMBER	The unique reference number for the payment.
BILLING_ENTITY_ID	The unique identifier of the billing entity associated with the payment.
BILLING_ENTITY_TYPE_ID	The ID of the billing entity type.
BILLING_ENTITY_TYPE_NAME	The name of the client type.
PAYMENT_DATE	The date when the payment was received.
REFERENCE_TEXT	The reference text or description associated with the payment.
PAYMENT_TYPE_ID	The unique identifier for the payment type. (1: Manual Payment, 2: Karbon Payment)
PAYMENT_TYPE	The type of payment (1: Manual Payment, 2: Karbon Payment)
PAYMENT_METHOD_ID	The unique identifier for the payment method. (1: Bank Transfer, 2: Debit, 3: Credit Card Online, etc.)
PAYMENT_METHOD	The method used for the payment.
PAYMENT_TOTAL	The total amount of the payment.
PAYMENT_NET	The net amount of the payment.
PAYMENT_FEE_AMOUNT	The amount of fees charged for processing the payment.
TAX_ON_FEE_AMOUNT	The tax amount charged on payment processing fees.
SURCHARGE_AMOUNT	The surcharge amount applied to the payment.
TAX_ON_SURCHAGE_AMOUNT	The tax amount charged on payment surcharges.
ACCOUNT_ID	The unique identifier of the account (tenant).
ACCOUNT_NAME	The name of the account (tenant).

INVOICE_POSTED

This table contains detailed information about sent invoices including their payment status, credit notes, and aging information.

Field	Description
INVOICE_ID	The unique identifier for the invoice.
INVOICE_NUMBER	The invoice number shown to customers.
BILLING_ENTITY_ID	The unique identifier of the billing entity (the entity we are billing).
BILLING_ENTITY_TYPE_ID	The unique identifier of the billing entity type.
BILLING_ENTITY_TYPE_NAME	The name of the client type.
INVOICE_DATE	The reporting date on the invoice.
PAYMENT_DUE_DATE	The due date for the invoice payment.
FIRST_PAYMENT_DATE	The date of the first payment received for this invoice.
LAST_PAYMENT_DATE	The date of the most recent payment received for this invoice.
LAST_PAYMENT_OR_CREDIT_DATE	The most recent date of either a payment or credit note.
INVOICE_REVENUE_AMOUNT	The revenue amount on the invoice.
INVOICE_EXPENSE_AMOUNT	The expense amount on the invoice.
INVOICE_TAX_AMOUNT	The tax amount on the invoice.
INVOICE_TOTAL	The total amount of the invoice including revenue, expenses, and tax.
PAYMENT_TOTAL	The total amount of payments received for this invoice.
CREDIT_TOTAL	The total amount of credit notes issued for this invoice (negative number).
REMAINING_BALANCE	The remaining balance to be paid (invoice_total - payment_total + credit_total).
PAYMENT_STATUS	The current payment status of the invoice (Paid, Contra Invoice, Overdue, or Outstanding).
DAYS_PAST_DUE	For overdue invoices, the number of days past the due date.
ACCOUNT_ID	The unique identifier of the account (tenant).
ACCOUNT_NAME	The name of the account (tenant).

FACT_WIP

The table contains Work in Progress (WIP) entries including time entries and expenses along with their associated details like client, work item, and billing information.

Field	Description
WIP_ID	The unique identifier for the WIP entry.
TIME_ENTRY_ID	The unique identifier for the time entry if the WIP is a time entry.
EXPENSE_ID	The unique identifier for the expense if the WIP is an expense.
WIP_TYPE	The type of WIP entry - time, expense or interim billed (negative wip).
DESCRIPTION	The description of the WIP entry.
WIP_ENTRY_DATE	The reporting date for the WIP entry.
WIP_ENTERED_AT	The timestamp when the WIP was entered.
USER_ID	The unique identifier of the user who submitted the WIP.
USER_NAME	The name of the user who submitted the WIP.
CLIENT_ID	The unique identifier of the client associated with the WIP.
WORK_ITEM_ID	The unique identifier of the work item associated with the WIP.
WORK_TITLE	The title of the work item.
WORK_TYPE	The type of work item.
WORK_DUE_DATETIME	The due date and time of the work item.
WORK_COMPLETED_DATETIME	The completion date and time of the work item.
WORK_START_DATETIME	The start date and time of the work item.
WORK_DEADLINE_DATETIME	The deadline date and time of the work item.
ROLE_ID	The unique identifier of the role associated with the WIP.
ROLE_TITLE	The title of the role.
TASK_TYPE_ID	The unique identifier of the task type.
TASK_TYPE_NAME	The name of the task type.
TASK_TYPE_IS_BILLABLE	Indicates if the task type is billable.
BILLING_ENTITY_ID	The unique identifier of the billing entity, derived in order of precedence: work item's default billing client, contact's default billing client, or the original WIP client.
BILLING_ENTITY_TYPE_NAME	The type of the billing entity, derived in order of precedence: work item's default billing type, contact's default billing type, or the original WIP client type.
BILLING_ENTITY_CLIENT_ID	The generated unique identifier combining the billing entity key and link type. Null if the client is an internal user.
IS_INTERNAL_USER_BILLING_ENTITY	Boolean flag indicating if the billing entity is an internal user (UserProfile). True when billing_entity_link_type is 'UserProfile'.
INTERNAL_USER_BILLING_ENTITY_ID	The unique identifier of the internal user when the billing entity is an internal user. Used for joining to user dimension tables.
BILLING_TYPE_ID	The unique identifier of the billing type. (1: Fixed Fee, 2:Time and Materials, 3:Non Billable)
BILLING_TYPE	The type of billing. (1: Fixed Fee, 2:Time and Materials, 3:Non Billable)
MINUTES	The number of minutes recorded for time entries.
EXPENSE_AMOUNT	The amount recorded for expense entries.
BILLABLE_AMOUNT	The billable amount for the time/ expense entry.
ACCOUNT_ID	The unique identifier of the account (tenant).
ACCOUNT_NAME	The name of the account (tenant).

KPI Table and Column Names