Tracking Dimensions

Tag every transaction by Class, Location, custom dimensions you define, or Sales Rep. Filter every standard report and the Custom Report Builder by any combination.

Overview

Kantivo supports five tagging dimensions per company:

• Class — built-in. Functional groupings (departments, service lines).
• Location — built-in. Physical or geographic divisions (branches, warehouses).
• Custom Dimensions — up to 5 enabled at once. You name them. Examples: Project, Booking, Sales Region, Job Site.
• Sales Reps — first-class entity (not a generic dimension). Tracks who sold each invoice or estimate.

Every transaction-driven report filters by any combination of these. The Custom Report Builder auto-discovers all enabled dimensions and shows them as filter options.

Plan availability

Not every dimension is available on every plan. Here's the split:

The free 30-day trial unlocks all dimensions so you can test the full reporting workflow before choosing a plan. Existing values are preserved through plan changes — if you downgrade from Pro to Basic, your locations and custom dimensions stay in the database and reappear when you upgrade again.

Class & Location (built-in)

Class and Location come pre-defined with every company. They can be disabled but not deleted.

1. Open Settings → Tracking Dimensions
2. Toggle Class or Location on
3. Click Manage values on the row to add the values you want — for Class, those are typically department names (Marketing, Operations, Sales); for Location, those are branch or store names
4. Use the parent dropdown when adding a value to create a hierarchy. Kantivo allows up to 3 levels deep (Region → State → Store).

Custom Dimensions

Define your own dimensions when Class and Location don't cover what you track:

1. Settings → Tracking Dimensions → + Add Custom Dimension
2. Enter a name (singular and plural — "Project" / "Projects")
3. Optionally check Required on every entry
4. Click Save — the new dimension appears in your tracking list
5. Click Manage values to add the dimension's possible values

Sales Reps

Sales Reps are their own thing — separate from generic dimensions because each rep carries name, initials, type, email, and a default commission percentage.

1. Settings → Sales Reps → + Add Sales Rep
2. Fill in name, initials, type (Employee / Contractor / Partner), email, default commission % (optional)
3. Save

The rep dropdown appears on every invoice and estimate. When a template enables the Sales Rep field, the rep's name prints on the customer-facing PDF.

Required Dimensions

Toggle Required on any dimension and Kantivo refuses to save a transaction without a value for it.

Tagging Workflow

Every entry form — invoice, estimate, bill, journal entry — shows a dropdown for each enabled dimension. The pattern is:

• Set values at the header level. Lines inherit.
• Override on a specific line when needed.
• Tags carry through automatic flows — estimate-to-invoice conversion, recurring transactions, etc.

Filtering Reports

Open any of these reports and look for the dimension filter dropdowns in the parameters bar:

• Income Statement
• Balance Sheet
• Trial Balance
• General Ledger
• AR Aging / AP Aging
• Cash Flow Statement
• Sales by Customer
• Custom Report Builder

The Custom Report Builder auto-discovers active custom dimensions, so a dimension you add today shows up as a filter the moment you open the builder.