Difference between revisions of "Report Recordsets"

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=Overview=
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A '''recordset '''in SmartSimple terminology generally refers to a table used to build a [[Report|report]]. 
  
 
This page lists all of the [[recordset]]s that are available to be included for your report, along with a short description.
 
This page lists all of the [[recordset]]s that are available to be included for your report, along with a short description.
  
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==Accessing Recordsets==
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You will only see '''recordsets '''in this format if you are [[Creating a Basic Report|creating a new report]] and have selected '''Builder Type - Classic '''in the main report configuration details. 
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* See: [[Classic Report Builder - Column Settings]] 
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After clicking '''Save '''on a new report with the '''Classic Report Builder, '''a new tab will appear on the top row of tabs when you are editing the report: 
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:: [[File:Recordsets tab.png|750px|border]] 
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When you click on this tab, numerous recordsets from different parts of the system will appear. 
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==Types of Recordsets==
 
{|
 
{|
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|-
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==Company and Account Recordsets==
 
==Company and Account Recordsets==
 
* <!--31-->'''Companies/Accounts''' - Fields that pertain to [[organization]] records in your SmartSimple system. The exact terminology for this section will be based on the External Unit value configured in the Organization Terminology section of the Global Settings.
 
* <!--31-->'''Companies/Accounts''' - Fields that pertain to [[organization]] records in your SmartSimple system. The exact terminology for this section will be based on the External Unit value configured in the Organization Terminology section of the Global Settings.
 
* <!--11-->'''UTA Record Lock''' - [[Record Lock]] history of records.
 
* <!--11-->'''UTA Record Lock''' - [[Record Lock]] history of records.
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* <!--30-->'''Branches/Offices''' - Information entered into the system including all [[custom fields]] for [[internal]] branches or offices. The exact terminology for this section will be based on the Internal Unit value configured in the Organization Terminology section of the Global Settings.  
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* <!--30-->'''Branches/Offices''' - Information entered into the system including all [[custom fields]] for [[internal]] branches or offices. The exact terminology for this section will be based on the Internal Unit value configured in the Organization Terminology section of the Global Settings.
 
* <!--38-->'''Categories''' - Company/Account [[Client Categories|categories]].
 
* <!--38-->'''Categories''' - Company/Account [[Client Categories|categories]].
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|}
 
|}
  
 
{|
 
{|
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|{{RecordsetUandC.PNG}}
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==User and Contact Recordsets==
 
==User and Contact Recordsets==
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* <!--41-->'''Contacts''' - All contacts outside of your organization. This recordset includes all contact-specific and [[roles|role-based]] [[custom fields]]. Note that applicant information is also contained within this recordset if the [[Applicant Tracking]] application is being used. The exact terminology for this section will be based on the External User value configured in the Organization Terminology section of the Global Settings.  
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* <!--41-->'''Contacts''' - All contacts outside of your organization. This recordset includes all contact-specific and [[roles|role-based]] [[custom fields]]. Note that applicant information is also contained within this recordset if the [[Applicant Tracking]] application is being used. The exact terminology for this section will be based on the External User value configured in the Organization Terminology section of the Global Settings.
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* <!--40-->'''Users''' - All contacts that are [[internal]] to your organization. This recordset includes all user-specific and [[roles|role-based]] [[custom fields]]. The exact terminology for this section will be based on the Internal User value configured in the Organization Terminology section of the Global Settings.  
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* <!--40-->'''Users''' - All contacts that are [[internal]] to your organization. This recordset includes all user-specific and [[roles|role-based]] [[custom fields]]. The exact terminology for this section will be based on the Internal User value configured in the Organization Terminology section of the Global Settings.
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* <!--45-->'''People''' - Any internal or external people. This recordset includes all user-specific and role-based custom fields.  
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* <!--45-->'''People''' - Any internal or external people. This recordset includes all user-specific and role-based custom fields.
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* <!--9-->'''[[Roles]]''' - Use the roles recordset in conjunction with the contact or user recordsets to run reports on contacts or users within a specific role.  
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* <!--9-->'''[[Roles]]''' - Use the roles recordset in conjunction with the contact or user recordsets to run reports on contacts or users within a specific role.
 
* <!--47-->'''Right Relationships''' - This recordset is used where the relationship was established from user "b" to user "a".
 
* <!--47-->'''Right Relationships''' - This recordset is used where the relationship was established from user "b" to user "a".
 
* <!--46-->'''Left Relationships''' - This recordset is used where the relationship was established from user "a" to user "b".
 
* <!--46-->'''Left Relationships''' - This recordset is used where the relationship was established from user "a" to user "b".
 
* <!--50-->'''Associations''' - See [[Associations]].
 
* <!--50-->'''Associations''' - See [[Associations]].
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===See Also===
 
===See Also===
 
* [[Reporting on User Type and Access Type]]
 
* [[Reporting on User Type and Access Type]]
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|}
 
|}
  
 
{|
 
{|
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|{{RecordsetAandN.PNG}}
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==Activities and Notes Recordsets==
 
==Activities and Notes Recordsets==
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* <!--10-->'''Calendar''' - Calendar items for a contact or user.
 
* <!--10-->'''Calendar''' - Calendar items for a contact or user.
 
* <!--80-->'''Notes''' - Notes entered into the system. You can use this recordset in conjunction with other recordsets to report upon notes related to specific [[entity|entities]] within the system.
 
* <!--80-->'''Notes''' - Notes entered into the system. You can use this recordset in conjunction with other recordsets to report upon notes related to specific [[entity|entities]] within the system.
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===See Also===
 
===See Also===
 
* [[:Category:Calendars|Calendars]]
 
* [[:Category:Calendars|Calendars]]
 
* [[:Category:Notes|Notes]]
 
* [[:Category:Notes|Notes]]
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|}
 
|}
  
 
{|
 
{|
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|{{RecordsetUserAccess.PNG}}
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|-
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==User Access Recordsets==
 
==User Access Recordsets==
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* <!--2006-->'''Global Usage''' -  
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* <!--2006-->'''Global Usage''' -
 
* <!--2000-->'''Login Sessions''' - Use the login sessions recordset to run reports on user login history for the system.
 
* <!--2000-->'''Login Sessions''' - Use the login sessions recordset to run reports on user login history for the system.
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* <!--2005-->'''System Usage''' -  
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* <!--2005-->'''System Usage''' -
 
* <!--2010-->'''Users Online''' - Use the user's online recordset to run reports on users who are currently logged into the system.
 
* <!--2010-->'''Users Online''' - Use the user's online recordset to run reports on users who are currently logged into the system.
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* '''Primary Authentication Log''' - Logs all inbound and outbound access through the SmartSimple [[Primary Authentication Controller]]
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|}
 
|}
  
 
{|
 
{|
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|{{RecordsetFandOLog.PNG}}
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==Field and Object Log Recordsets==
 
==Field and Object Log Recordsets==
 
* <!--2040-->'''Standard Field Change Log''' - See [[Track Changes]].
 
* <!--2040-->'''Standard Field Change Log''' - See [[Track Changes]].
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* <!--2050-->'''Field Change Log''' - See [[Track Changes]].  
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* <!--2050-->'''Field Change Log''' - See [[Track Changes]].
 
* <!--2010-->'''Object View Log''' - See [[Reader Log]].
 
* <!--2010-->'''Object View Log''' - See [[Reader Log]].
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|}
 
|}
  
  
 
{|
 
{|
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|{{RecordsetSalesTracking.PNG}}
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==Sales Tracking Recordsets==
 
==Sales Tracking Recordsets==
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* <!--5-->'''Sales Opportunities''' - Use the sales opportunities recordset to run reports on opportunity-specific information within the [[Sales Tracking]] application.
 
* <!--5-->'''Sales Opportunities''' - Use the sales opportunities recordset to run reports on opportunity-specific information within the [[Sales Tracking]] application.
 
* <!--501-->'''Opportunity Rates''' -
 
* <!--501-->'''Opportunity Rates''' -
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|}
 
|}
  
 
{|
 
{|
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|{{RecordsetApplicantTracking.PNG}}
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==Applicant Tracking Recordsets==
 
==Applicant Tracking Recordsets==
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* <!--410-->'''Incoming Email Resumes''' - Incoming email resume log.
 
* <!--410-->'''Incoming Email Resumes''' - Incoming email resume log.
 
* <!--3760-->'''Skills''' - See [[Skills]].
 
* <!--3760-->'''Skills''' - See [[Skills]].
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|}
 
|}
  
 
{|
 
{|
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|{{RecordsetEmailBroadcast.PNG}}
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==Email Broadcast Recordsets==
 
==Email Broadcast Recordsets==
 
* <!--1700-->'''Email Link Tracker - Contacts''' - See [[Creating an Email Broadcast Message]].
 
* <!--1700-->'''Email Link Tracker - Contacts''' - See [[Creating an Email Broadcast Message]].
 
* <!--1701-->'''Email Link Tracker - Leads''' - See [[Creating an Email Broadcast Message]].
 
* <!--1701-->'''Email Link Tracker - Leads''' - See [[Creating an Email Broadcast Message]].
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|}
 
|}
  
 
{|
 
{|
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|{{RecordsetWebform.PNG}}
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==Web Form Recordsets==
 
==Web Form Recordsets==
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* <!--370-->'''Web Form Results''' - See [[Completing a Web Form Internally and Viewing the Results]]
 
* <!--370-->'''Web Form Results''' - See [[Completing a Web Form Internally and Viewing the Results]]
 
* <!--380-->'''Web Form Payments''' - See [[:Category:Web Forms|Web Forms]]
 
* <!--380-->'''Web Form Payments''' - See [[:Category:Web Forms|Web Forms]]
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|}
 
|}
  
 
{|
 
{|
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|{{TrackingAppTables2.png}}
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==Tracking Application Recordsets==
 
==Tracking Application Recordsets==
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* <!--10122-->'''UTA Invoices''' - See [[Invoice UTA]]
 
* <!--10122-->'''UTA Invoices''' - See [[Invoice UTA]]
 
* <!--10222-->'''UTA Invoice Items''' - See [[Invoice UTA]]
 
* <!--10222-->'''UTA Invoice Items''' - See [[Invoice UTA]]
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* '''UTA Payment Attribution''' - Payment Attributions
 
* <!--12-->'''UTA Person''' - ''Person'' [[standard field]]
 
* <!--12-->'''UTA Person''' - ''Person'' [[standard field]]
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* <!--5001-->'''UTA Contact role (links to primary)''' - See [[Role_Based_Custom_Fields#Role_Based_Custom_Fields_-_Base|Role Based Custom Fields - Base]]
 
 
* <!--5501-->'''UTA Contact role (joins to Tracking Application)''' - See [[Role_Based_Custom_Fields#Role_Based_Custom_Fields_-_UTA_Level_One|Role Based Custom Fields - UTA Level One]]
 
* <!--5501-->'''UTA Contact role (joins to Tracking Application)''' - See [[Role_Based_Custom_Fields#Role_Based_Custom_Fields_-_UTA_Level_One|Role Based Custom Fields - UTA Level One]]
 
* <!--6501-->'''UTA Contact role (joins to Tracking Application Activities)''' - [[Role_Based_Custom_Fields#Role_Based_Custom_Fields_-_UTA_Level_Two|Role Based Custom Fields - UTA Level Two]]
 
* <!--6501-->'''UTA Contact role (joins to Tracking Application Activities)''' - [[Role_Based_Custom_Fields#Role_Based_Custom_Fields_-_UTA_Level_Two|Role Based Custom Fields - UTA Level Two]]
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* <!--5500-->'''UTA Company role (joins to Tracking Application)''' - See [[Company Role]]
 
* <!--5500-->'''UTA Company role (joins to Tracking Application)''' - See [[Company Role]]
 
* <!--6500-->'''UTA Company role (joins to Tracking Application Activities)''' - See [[Company Role]]
 
* <!--6500-->'''UTA Company role (joins to Tracking Application Activities)''' - See [[Company Role]]
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* <!--5004-->'''UTA Provider / Consumer (L1 - L1)''' - Table containing information related to L1 to L1 Consumer/Provider relationships
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* <!--5004-->'''UTA Consumer / Provider (L1 - L1)''' - Table containing information related to L1 to L1 Consumer/Provider relationships. Using this table you will be able to access information in the Consumer record that is joined to the Provider record.
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* <!--5004-->'''UTA Provider / Consumer (L1 - L2)''' - Table containing information related to L1 to L2 Consumer/Provider relationships
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* <!--5004-->'''UTA Provider / Consumer (L1 - L1)''' - Table containing information related to L1 to L1 Provider/Consumer relationships. Using this table you will be able to access information in the Provider record that is joined to the Consumer record.
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* <!--5004-->'''UTA Provider / Consumer (L1 - L2)''' - Table containing information related to L1 to L2 Consumer/Provider relationships. Using this table you will be able to access information in the Provider record that is joined to the Consumer record.
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* <!--5001-->'''UTA Contact role (links to primary)''' - See [[Role_Based_Custom_Fields#Role_Based_Custom_Fields_-_Base|Role Based Custom Fields - Base]]
  
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===See Also===
 
===See Also===
 
* [[UTA Provider Reports Table]]
 
* [[UTA Provider Reports Table]]
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{|
 
{|
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|{{RecordsetPandJCosting.PNG}}
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==Project and Job Costing Recordsets==
 
==Project and Job Costing Recordsets==
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* <!--100-->'''Expenses''' - Expenses.
 
* <!--100-->'''Expenses''' - Expenses.
 
* <!--110-->'''Expenses Items''' - Expense Items.
 
* <!--110-->'''Expenses Items''' - Expense Items.
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===See Also===
 
===See Also===
 
* [[:Category:Project and Job Costing|Project and Job Costing]]
 
* [[:Category:Project and Job Costing|Project and Job Costing]]
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{|
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==Discussion Recordsets==
 
==Discussion Recordsets==
 
* <!--25-->'''Discussion Posts''' - Use the [[Using Discussion Groups|discussion]] posts recordset to run reports on discussion-specific information including content, posted date and posted by.
 
* <!--25-->'''Discussion Posts''' - Use the [[Using Discussion Groups|discussion]] posts recordset to run reports on discussion-specific information including content, posted date and posted by.
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{|
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==Custom Field Recordsets==
 
==Custom Field Recordsets==
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* <!--9000-->'''Custom Fields''' - The properties of [[custom fields]] configured on your system.  
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* <!--9000-->'''Custom Fields''' - The properties of [[custom fields]] configured on your system.
 
* <!--9050-->'''Custom Field Language''' - See [[Custom Field Language Settings]].
 
* <!--9050-->'''Custom Field Language''' - See [[Custom Field Language Settings]].
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===See Also===
 
===See Also===
 
* [[Reporting on Custom Fields]]
 
* [[Reporting on Custom Fields]]
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Latest revision as of 09:56, 10 July 2019


Overview

A recordset in SmartSimple terminology generally refers to a table used to build a report. 

This page lists all of the recordsets that are available to be included for your report, along with a short description.

Accessing Recordsets

You will only see recordsets in this format if you are creating a new report and have selected Builder Type - Classic in the main report configuration details. 

After clicking Save on a new report with the Classic Report Builder, a new tab will appear on the top row of tabs when you are editing the report: 

Recordsets tab.png 

When you click on this tab, numerous recordsets from different parts of the system will appear. 

Types of Recordsets

RecordsetCandA.PNG

Company and Account Recordsets

  • Companies/Accounts - Fields that pertain to organization records in your SmartSimple system. The exact terminology for this section will be based on the External Unit value configured in the Organization Terminology section of the Global Settings.
  • UTA Record Lock - Record Lock history of records.
  • Branches/Offices - Information entered into the system including all custom fields for internal branches or offices. The exact terminology for this section will be based on the Internal Unit value configured in the Organization Terminology section of the Global Settings.
  • Categories - Company/Account categories.
RecordsetUandC.PNG

User and Contact Recordsets

  • Contacts - All contacts outside of your organization. This recordset includes all contact-specific and role-based custom fields. Note that applicant information is also contained within this recordset if the Applicant Tracking application is being used. The exact terminology for this section will be based on the External User value configured in the Organization Terminology section of the Global Settings.
  • Users - All contacts that are internal to your organization. This recordset includes all user-specific and role-based custom fields. The exact terminology for this section will be based on the Internal User value configured in the Organization Terminology section of the Global Settings.
  • People - Any internal or external people. This recordset includes all user-specific and role-based custom fields.
  • Roles - Use the roles recordset in conjunction with the contact or user recordsets to run reports on contacts or users within a specific role.
  • Right Relationships - This recordset is used where the relationship was established from user "b" to user "a".
  • Left Relationships - This recordset is used where the relationship was established from user "a" to user "b".
  • Associations - See Associations.

See Also

RecordsetAandN.PNG

Activities and Notes Recordsets

  • Individual Activities - Any activities assigned to a contact or user.
  • Calendar - Calendar items for a contact or user.
  • Notes - Notes entered into the system. You can use this recordset in conjunction with other recordsets to report upon notes related to specific entities within the system.

See Also

RecordsetUserAccess.PNG

User Access Recordsets

  • Global Usage -
  • Login Sessions - Use the login sessions recordset to run reports on user login history for the system.
  • System Usage -
  • Users Online - Use the user's online recordset to run reports on users who are currently logged into the system.
  • Primary Authentication Log - Logs all inbound and outbound access through the SmartSimple Primary Authentication Controller
RecordsetFandOLog.PNG

Field and Object Log Recordsets


RecordsetSalesTracking.PNG

Sales Tracking Recordsets

  • Job Tracking - Use the job tracking recordset to run reports on job-specific information within the Job Tracking application.
  • Campaigns - Use the campaigns recordset to run reports on campaign-specific information within the Sales Tracking application.
  • Leads - Use the leads recordset to run reports on lead-specific information within the Sales Tracking application.
  • Sales Opportunities - Use the sales opportunities recordset to run reports on opportunity-specific information within the Sales Tracking application.
  • Opportunity Rates -
RecordsetApplicantTracking.PNG

Applicant Tracking Recordsets

  • Applicant Folders - Use the applicant folders recordset to run reports on folder-specific information within the Applicant Tracking application.
  • Applicant Assignments - Use the applicant assignment recordset to run reports on assignment-specific information within the Applicant Tracking application.
  • Applicant Resume - Applicant resume.
  • Incoming Email Resumes - Incoming email resume log.
  • Skills - See Skills.
RecordsetEmailBroadcast.PNG

Email Broadcast Recordsets

RecordsetWebform.PNG

Web Form Recordsets

TrackingAppTables2.png

Tracking Application Recordsets

  • Tracking Application - The Tracking Application report group contains all of the information regarding a Tracking Application including any custom fields and/or tabs added. By making Tracking Applications a Main group you can then also select Tracking Application Activities (and or other report groups) and include any related information from that group as well. A list of all Activities taking place for a Tracking Application would be an example of a report generated from this report group.
  • Tracking Application Activities - The Tracking Activities report group contains all of the information related to an activity regarding type, location and time. Other report groups can be attached to this group to gather more information regarding details such as who is the main contact for a particular activity. A list of all the start times and locations for an activity would be an example of a report generated using this report group.
  • Tracking Application Sub-Activities - The Tracking Sub-Activities report group contains all of the information related to an activity regarding type, location and time. Other report groups can be attached to this group to gather more information regarding details such as who is the main contact for a particular activity. A list of all the start times and locations for an activity would be an example of a report generated using this report group.
  • Tracking Transactions - Personal Transactions
  • UTA Timesheet Items - See Using Timesheets to update a Project
  • UTA Invoices - See Invoice UTA
  • UTA Invoice Items - See Invoice UTA
  • UTA Payment Attribution - Payment Attributions
  • UTA Person - Person standard field
  • UTA Contact role (joins to Tracking Application) - See Role Based Custom Fields - UTA Level One
  • UTA Contact role (joins to Tracking Application Activities) - Role Based Custom Fields - UTA Level Two
  • UTA Company role (links to primary) - See Company Role
  • UTA Company role (joins to Tracking Application) - See Company Role
  • UTA Company role (joins to Tracking Application Activities) - See Company Role
  • UTA Consumer / Provider (L1 - L1) - Table containing information related to L1 to L1 Consumer/Provider relationships. Using this table you will be able to access information in the Consumer record that is joined to the Provider record.
  • UTA Provider / Consumer (L1 - L1) - Table containing information related to L1 to L1 Provider/Consumer relationships. Using this table you will be able to access information in the Provider record that is joined to the Consumer record.
  • UTA Provider / Consumer (L1 - L2) - Table containing information related to L1 to L2 Consumer/Provider relationships. Using this table you will be able to access information in the Provider record that is joined to the Consumer record.
  • UTA Contact role (links to primary) - See Role Based Custom Fields - Base

See Also

RecordsetPandJCosting.PNG

Project and Job Costing Recordsets

  • Project Metrics - Project Matrix
  • Projects and Jobs - Use the project and job recordset to run reports on project/job-specific information within the Job Costing application.
  • Project and Job Tasks - Use the project and job tasks recordset to run reports on task-specific information within the Job Costing application.
  • Project Task Invoices - Project Task Invoices
  • Resource Assignment - Resources including people, equipment, facilities and materials allocated to specific tasks in a project.
  • Timesheets - Timesheets.
  • Timesheet Items - Timesheet Items.
  • Project Timesheet - Project Timesheets.
  • Expenses - Expenses.
  • Expenses Items - Expense Items.

See Also

RecordsetDiscussion.PNG

Discussion Recordsets

  • Discussion Posts - Use the discussion posts recordset to run reports on discussion-specific information including content, posted date and posted by.
RecordsetCustomFields.PNG

Custom Field Recordsets

See Also

See Also

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