Canopy Insights

This article contains a reference list of all available data points in Canopy Insights, organized by data source. Use this to build, customize, or troubleshoot reports in ThoughtSpot.

Required permissions: View Insights and Create/Edit Insights must be enabled for your user.

Why it matters: Knowing which data points are available — and which data source to pull from — helps you build accurate reports faster and avoid gaps caused by selecting the wrong source.

New to Insights? See the Canopy Insights Training collection to get started.

How Data Sources Are Organized
Workflow
Billing
Billing (Admin)
Time
Time (Admin)
Clients
Canopy Data Hub
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How Data Sources Are Organized

Canopy Insights includes 7 data sources, each scoped to a specific area of your practice. Each source contains three types of data points:

Measures — Numeric values you can calculate or aggregate (e.g., hours, amounts, counts)
Attributes — Descriptive fields you can filter or group by (e.g., client name, task status, assignee)
Dates — Date fields you can use to filter by time range or track timelines

📝 Note: Admin data sources (Billing Admin, Time Admin) include cost-of-labor and additional rate data not visible in standard sources. These are only appropriate for users with admin-level access.

Workflow

Use this source to report on tasks, subtasks, time entries, and client activity across your firm's workflows.

Measures (14)

Client Count
Subtask Budgeted Hours
Subtask Count
Subtask Days in Status
Subtask Logged Hours
Subtask Time Entry Billable Amount
Task & Subtask Budgeted Hours
Task & Subtask Count
Task & Subtask Logged Hours
Task Budgeted Hours
Task Count
Task Days in Status
Task Logged Hours
Task Time Entry Billable Amount

Attributes (63)

Client Business Type
Client Country
Client Display Name
Client Email
Client External ID
Client Filing Status
Client Group
Client ID
Client ID Original
Client Industry
Client Is Active
Client Is Archived
Client Is Business
Client Name
Client Owner Email
Client Owner Name
Client Phone
Client State
Client Tag
Client Type
Custom Field Name
Custom Field Value
Subtask Assignee
Subtask Assignee Role
Subtask Assignee Team
Subtask Custom Date Name
Subtask Description
Subtask ID
Subtask Is Archived
Subtask Name
Subtask Priority
Subtask Service Item ID
Subtask Status
Subtask Time Entry ID
Subtask Time Entry Is Archived
Subtask Time Entry Is Billable
Subtask Time Entry Notes
Subtask Time Entry User Name
Subtask Type
Subtask URL
Task Assignee
Task Assignee Role
Task Assignee Team
Task Custom Date Name
Task Description
Task ID
Task Is Archived
Task Is Recurring
Task Name
Task Priority
Task Return Type
Task Service Item ID
Task Status
Task Tax Year
Task Time Entry ID
Task Time Entry Is Archived
Task Time Entry Is Billable
Task Time Entry Notes
Task Time Entry User Name
Task Type
Task URL

Dates (20)

Client Birthdate
Client Creation Date
Client Since
Last Subtask Status Date
Last Task Status Date
Subtask Archived At
Subtask Completion Date
Subtask Creation Date
Subtask Custom Date
Subtask Due Date
Subtask Start Date
Subtask Time Entry End Time
Subtask Time Entry Start Time
Task Completion Date
Task Creation Date
Task Custom Date
Task Due Date
Task Start Date
Task Time Entry End Time
Task Time Entry Start Time

Billing

Use this source to report on invoices, line items, payments, and time entry billing data. Excludes cost-of-labor fields.

Measures (17)

Attribution Amount
Invoice Balance
Invoice Subtotal
Invoice Tax Total
Invoice Total
Line Item Billable Amount
Line Item Billed Amount
Line Item Discount Amount
Line Item Discount Percent
Line Item Quantity
Line Item WU/WD
Service Item Rate
Subtask Budgeted Hours
Task Budgeted Hours
Time Entry Billable Amount
Time Entry Billed Amount
Time Entry Hours

Attributes (51)

Address 1
Address 2
Client Business Type
Client Display Name
Client Email
Client External Id
Client Group
Client ID
Client ID Original
Client Industry
Client Is Active
Client Is Archived
Client Is Business
Client Name
Client Owner Email
Client Owner Name
Client Phone
Client State
Client Tag
Client Type
Custom Field Name
Custom Field Value
Invoice Client ID
Invoice ID
Invoice Is Archived
Invoice Number
Invoice Status
Invoice Url
Line Item Assignee
Line Item Description
Line Item ID
Line Item is Hidden
Line Item Name
Line Item Rate Amount
Line Item Rate Type
Line Item Tax Rate Amount
Line Item Tax Rate Percent
Role Assigned to Client
Role Assignee Name
Service Item Code
Service Item Description
Service Item Is Archived
Service Item Name
Service Item Rate Type
Subtask Name
Task Name
Task Url
Time Entry ID
Time Entry Is Archived
Time Entry Notes

Dates (15)

Client Archived At
Client Creation Date
Client Since
Invoice Archived Date
Invoice Created Date
Invoice Date
Invoice Due Date
Invoice Paid Date
Invoice Partial Payment Date
Invoice Sent Date
Task Completion Date
Time Entry Billed Date
Time Entry Creation Date
Time Entry Last Modified Date
Time Entry Start Date

Billing (Admin)

Includes all Billing data points plus cost-of-labor fields. Use when you need to report on staff pay rates alongside billing data.

Measures (18)

Attribution Amount
Invoice Balance
Invoice Subtotal
Invoice Tax Total
Invoice Total
Line Item Billable Amount
Line Item Billed Amount
Line Item Discount Amount
Line Item Discount Percent
Line Item Quantity
Line Item WU/WD
Service Item Rate
Subtask Budgeted Hours
Task Budgeted Hours
Time Entry Billable Amount
Time Entry Billed Amount
Time Entry Cost Of Labor
Time Entry Hours

Attributes (49)

Client Business Type
Client Email
Client External Id
Client Group
Client ID
Client ID Original
Client Industry
Client Is Active
Client Is Archived
Client Is Business
Client Name
Client Owner Email
Client Owner Name
Client Phone
Client State
Client Tag
Client Type
Custom Field Name
Custom Field Value
Invoice ID
Invoice Is Archived
Invoice Number
Invoice Status
Invoice Url
Line Item Assignee
Line Item Description
Line Item ID
Line Item is Hidden
Line Item Name
Line Item Rate Amount
Line Item Rate Type
Line Item Tax Rate Amount
Line Item Tax Rate Percent
Role Assigned to Client
Role Assignee Name
Service Item Code
Service Item Description
Service Item Is Archived
Service Item Name
Service Item Rate Type
Subtask Name
Task Name
Task Status
Task Tax Year
Task Url
Time Entry ID
Time Entry Is Archived
Time Entry Notes

Dates (19)

Client Archived At
Client Creation Date
Client Since
Invoice Archived Date
Invoice Created Date
Invoice Date
Invoice Due Date
Invoice Paid Date
Invoice Partial Payment Date
Invoice Sent Date
Subtask Due Date
Subtask Start Date
Task Completion Date
Task Due Date
Task Start Date
Time Entry Billed Date
Time Entry Creation Date
Time Entry Last Modified Date
Time Entry Start Date

Time

Use this source to report on time entries, billable vs. non-billable hours, and service item rates. Excludes cost-of-labor fields.

Measures (13)

Billable %
Billable Time Entry Hours
Billed Time Entry Hours
Non-billable %
Non-billable Time Entry Hours
Subtask Budgeted Hours
Task & Subtask Budgeted Hours
Task Budgeted Hours
Time Entry Billable Amount
Time Entry Billed Amount
Time Entry Duration
Time Entry Hours
Unbilled Time Entry Hours

Attributes (40)

Billing Rate Directory User Id
Billing Rate Id
Billing Rate Service Item Id
Client Business Type
Client Display Name
Client External Id
Client Group
Client ID
Client Is Active
Client Name
Client Owner Email
Client Owner Name
Client Tag
Custom Field Name
Custom Field Value
Service Item Code
Service Item Description
Service Item Id
Service Item Is Archived
Service Item Name
Service Item Rate
Service Item Rate Type
Subtask Name
Subtask Status
Subtask URL
Task Name
Task Status
Task URL
Time Entry Client Id
Time Entry ID
Time Entry Invoice Number
Time Entry Is Archived
Time Entry is Billable
Time Entry Notes
Time Entry Service Item Id
Time Entry Subtask Id
Time Entry Task Id
Time Entry User Name
User Billing Rate

Dates (14)

Client Archived At
Client Since
Invoice Date
Invoice Paid Date
Invoice Sent Date
Subtask Archived At
Subtask Due Date
Task Archived At
Task Due Date
Time Entry Billed Date
Time Entry Creation Date
Time Entry End Date
Time Entry Last Modified Date
Time Entry Start Date

Time (Admin)

Includes all Time data points plus cost-of-labor and additional task/tax fields. Use when you need to report on staff labor costs alongside time data.

Measures (14)

Billable %
Billable Time Entry Hours
Billed Time Entry Hours
Non-billable %
Non-billable Time Entry Hours
Subtask Budgeted Hours
Task & Subtask Budgeted Hours
Task Budgeted Hours
Time Entry Billable Amount
Time Entry Billed Amount
Time Entry Cost Of Labor
Time Entry Duration
Time Entry Hours
Unbilled Time Entry Hours

Attributes (37)

Billing Rate Directory User Id
Billing Rate Id
Billing Rate Service Item Id
Client Business Type
Client External Id
Client Group
Client ID
Client Is Active
Client Name
Client Owner Email
Client Owner Name
Client State
Client Tag
Custom Field Name
Custom Field Value
Service Item Code
Service Item Description
Service Item Id
Service Item Is Archived
Service Item Name
Service Item Rate
Service Item Rate Type
Subtask Name
Task Name
Task Status
Task Tax Year
Time Entry Client Id
Time Entry ID
Time Entry Invoice Number
Time Entry Is Archived
Time Entry is Billable
Time Entry Notes
Time Entry Service Item Id
Time Entry Subtask Id
Time Entry Task Id
Time Entry User Name
User Billing Rate

Dates (8)

Client Archived At
Task Due Date
Task Start Date
Time Entry Billed Date
Time Entry Creation Date
Time Entry End Date
Time Entry Last Modified Date
Time Entry Start Date

Clients

Use this source to report on client demographics, contact details, custom fields, and firm role assignments.

Measures (1)

Client Count

Attributes (36)

Address 1
Address 2
City
Client Age
Client Business Type
Client Group
Client Id
Client Id Original
Client Industry
Client Is Active
Client Is Archived
Client Is Business
Client Name
Client Owner Email
Client Owner Id
Client Owner Name
Client Tag
Client Type
Country
Custom Field Name
Custom Field Value
Display Name
Email
Employer Name
External Id
Filing Status
Occupation
Phone
Postal Code
Role Assigned to Client
Role Assignee Name
State
Task ID
Task Name
Task Url
User Is Client

Dates (4)

Birthdate
Client Archived Date
Client Creation Date
Client Since

Canopy Data Hub

The broadest data source in Insights — combines workflow, billing, time, client, and payment data in a single source. Use for cross-functional reports that span multiple areas of your practice.

Measures (41)

Additional/Advance Payments Made
Billable %
Billable Hours
Budgeted Hours
Chargeback Fees
Client Count
Invoice Balance
Invoice Subtotal
Invoice Tax Total
Invoice Total
Line Item Adjusted Amount
Line Item Adjusted Quantity
Line Item Billable Amount
Line Item Billed Amount
Line Item Discount Amount
Line Item Discount Percent
Line Item Quantity
Line Item Rate Amount
Line Item Tax Rate Amount
Line Item Tax Rate Percent
Line Item WU/WD
Manual Credit Amount
Manual Credits Awarded
Non-billable %
Non-billable Hours
Payment Amount
Payment Fees
Payments Collected
Payments with Chargebacks
Subtask Count
Subtask Days in Status
Subtask Recurrence Interval
Task Count
Task Days in Status
Task Recurrence Interval
Time Entry Billable Amount
Time Entry Duration
Total Hours
Transaction Amount
Unbilled Hours

Attributes (99)

Check Number
Client Address 1
Client Address 2
Client Business Type
Client City
Client Country
Client Custom Field Name
Client Custom Field Value
Client Display Name
Client Email
Client Employer Name
Client External ID
Client Filing Status
Client Group Name
Client ID
Client Industry
Client Is Active
Client Is Archived
Client Is Business
Client Is Hidden
Client Name
Client Occupation
Client Owner Email
Client Owner ID
Client Owner Name
Client Phone
Client Postal Code
Client Role Name
Client State
Client Tag Name
Client Type
Credit Number
Credit Status
Credit Type
Invoice Draft
Invoice Number
Invoice Status
Invoice Status Detailed
Invoice URL
Line Item Assigned User Name
Line Item Description
Line Item Hidden
Line Item Late Fee
Line Item Name
Line Item Rate Type
Payment Has Surcharge
Payment Method
Payment Method Category
Payment Number
Payment Status
Role Assignee Name
Service Item Code
Service Item Description
Service Item Is Archived
Service Item Name
Service Item Rate Type
Subtask Assignee Email
Subtask Assignee ID
Subtask Assignee Is Active
Subtask Assignee Name
Subtask Assignee Role
Subtask Assignee Team
Subtask Custom Date Name
Subtask Description
Subtask is Archived
Subtask is Recurring
Subtask Name
Subtask Priority
Subtask Recurrence Interval Unit
Subtask Status
Subtask Type
Subtask URL
Task Assignee Email
Task Assignee ID
Task Assignee Is Active
Task Assignee Name
Task Assignee Role
Task Assignee Team
Task Custom Date Name
Task Description
Task ID
Task is Archived
Task Is Recurring
Task Name
Task Priority
Task Recurrence Interval Unit
Task Return Type
Task Status
Task Tax Year
Task Tenant ID
Task Type
Task URL
Time Entry Archived
Time Entry Assignee ID
Time Entry Assignee User Name
Time Entry Invoice Number
Time Entry is Billable
Time Entry Notes
Time Entry Service Item ID
Transaction Status
Transaction Status Category
Transaction Type

Dates (34)

Client Birthdate
Client Creation Date
Client Since
Credit Date
Invoice Archive Date
Invoice Create Date
Invoice Date
Invoice Date Timestamp
Invoice Due Date
Invoice Paid Date
Invoice Partial Date
Invoice Sent Date
Last Subtask Status Date
Last Task Status Date
Line Item Time Entry Date
Payment Date
Service Item Archived Date
Subtask Archived At
Subtask Completion Date
Subtask Creation Date
Subtask Custom Date
Subtask Due Date
Subtask Start Date
Task Archived At
Task Completion Date
Task Creation Date
Task Custom Date
Task Due Date
Task Next Recurrence Due Date
Task Next Recurrence Start Date
Task Start Date
Time Entry End Date
Time Entry Start Date
Transaction Date

Summary

This article lists all available data points across Canopy Insights' 7 data sources, organized by Measures, Attributes, and Dates. Use it as a reference when building or adjusting reports in ThoughtSpot to ensure you're pulling from the right source.

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