Difference between revisions of "Report Recordsets"
From SmartWiki
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{| | {| | ||
|Companies/Accounts | |Companies/Accounts | ||
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|- | |- | ||
|Branches/Offices | |Branches/Offices | ||
− | | | + | |Information entered into the system including all custom fields for internal branches or offies. |
|- | |- | ||
|- | |- | ||
|Categories | |Categories | ||
− | | | + | |Company/Account categories. |
|- | |- | ||
|- | |- | ||
|Contacts | |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. |
|- | |- | ||
|- | |- | ||
|Users | |Users | ||
− | | | + | |All contacts that are internal to your organization. This table includes all user-specific and role-based custom fields. |
|- | |- | ||
|- | |- | ||
|People | |People | ||
− | | | + | |Any internal or external people. This recordset includes all user-specific and role-based custom fields. |
|- | |- | ||
|- | |- | ||
|Roles | |Roles | ||
− | | | + | |Use the roles recordset in conjunction with the contact or user tables to run reports on contacts or users within a specific role. |
|- | |- | ||
|- | |- | ||
|Right Relationships | |Right Relationships | ||
− | | | + | |This table is used where the relationship was established from user "b" to user "a". |
|- | |- | ||
|- | |- | ||
|Left Relationships | |Left Relationships | ||
− | | | + | |This table is used where the relationship was established from user "a" to user "b". |
|- | |- | ||
|- | |- | ||
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|- | |- | ||
|Individual Activities | |Individual Activities | ||
− | | | + | |Any activities assigned to a contact or user. |
|- | |- | ||
|- | |- | ||
|Calendar | |Calendar | ||
− | | | + | |Calendar items for a contact or user. |
|- | |- | ||
|- | |- | ||
|Notes | |Notes | ||
− | | | + | |Notes entered into the system. You can use this table in conjunction with any other table to get notes related to specific areas within the system. |
|- | |- | ||
|- | |- | ||
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|- | |- | ||
|Login Sessions | |Login Sessions | ||
+ | |User login and logout history for the system. | ||
+ | |- | ||
+ | |- | ||
+ | |System Usage | ||
+ | |User System Usage by Year / Month. | ||
+ | |- | ||
+ | |- | ||
+ | |Users Online | ||
+ | |Users who are currently logged into the system. | ||
+ | |- | ||
+ | |- | ||
+ | |Standard Field Change Log | ||
+ | |Change history of standard fields. | ||
+ | |- | ||
+ | |- | ||
+ | |Field Change Log | ||
+ | |Change history of custom fields. | ||
+ | |- | ||
+ | |- | ||
+ | |Object View Log | ||
+ | |View history of an object. | ||
+ | |- | ||
+ | |Campaigns | ||
+ | | | ||
+ | |- | ||
+ | |Leads | ||
+ | | | ||
+ | |- | ||
+ | |Sales Opportunities | ||
+ | |||
+ | | | ||
+ | |- | ||
+ | |Opportunity Rates | ||
+ | |||
+ | |||
+ | | | ||
+ | |- | ||
+ | |Applicant Folders | ||
+ | |||
+ | | | ||
+ | |- | ||
+ | |Applicant Assignments | ||
+ | |||
+ | | | ||
+ | |- | ||
+ | |Applicant Resume | ||
+ | |||
+ | | | ||
+ | |- | ||
+ | |Incoming Email Resumes | ||
+ | |||
+ | | | ||
+ | |- | ||
+ | |Skills | ||
+ | |||
+ | |||
+ | | | ||
+ | |- | ||
+ | |Email Link Tracker - Contacts | ||
+ | |||
+ | | | ||
+ | |- | ||
+ | |Email Link Tracker - Leads | ||
+ | |||
+ | |||
+ | | | ||
+ | |- | ||
+ | |Web Forms | ||
+ | |||
+ | | | ||
+ | |- | ||
+ | |Web Form Results | ||
+ | |||
+ | | | ||
+ | |- | ||
+ | |Web Form Payments | ||
+ | |||
+ | | | ||
+ | |- | ||
+ | |Tracking Application | ||
+ | |||
+ | | | ||
+ | |- | ||
+ | |Tracking Application Activities | ||
+ | |||
+ | | | ||
+ | |- | ||
+ | |Tracking Application Sub-Activities | ||
+ | |||
+ | | | ||
+ | |- | ||
+ | |Tracking Transactions | ||
+ | |||
+ | | | ||
+ | |- | ||
+ | |UTA Timesheet Items | ||
+ | |||
+ | | | ||
+ | |- | ||
+ | |UTA Invoices | ||
+ | |||
+ | | | ||
+ | |- | ||
+ | |UTA Invoice Items | ||
+ | |||
+ | | | ||
+ | |- | ||
+ | |UTA Payment Attribution | ||
+ | |||
+ | | | ||
+ | |- | ||
+ | |UTA Person | ||
+ | |||
+ | | | ||
+ | |- | ||
+ | |UTA Contact role (joins to Tracking Application) | ||
+ | |||
+ | | | ||
+ | |- | ||
+ | |UTA Contact role (joins to Tracking Application Activities) | ||
+ | |||
+ | | | ||
+ | |- | ||
+ | |UTA Company role (links to primary) | ||
+ | |||
+ | | | ||
+ | |- | ||
+ | |UTA Company role (joins to Tracking Application) | ||
+ | |||
+ | | | ||
+ | |- | ||
+ | |UTA Company role (joins to Tracking Application Activities) | ||
+ | |||
+ | | | ||
+ | |- | ||
+ | |UTA Provider without contacts | ||
+ | |||
+ | | | ||
+ | |- | ||
+ | |UTA Contact role (links to primary) | ||
+ | |||
+ | |||
+ | | | ||
+ | |- | ||
+ | |Project Metrics | ||
+ | |||
+ | | | ||
+ | |- | ||
+ | |Projects and Jobs | ||
+ | |||
+ | | | ||
+ | |- | ||
+ | |Project and Job Tasks | ||
+ | |||
| | | | ||
|- | |- | ||
+ | |Project Task Invoices | ||
+ | |||
+ | | | ||
|- | |- | ||
− | | | + | |Resource Assignment |
+ | |||
| | | | ||
|- | |- | ||
+ | |Timesheets | ||
+ | |||
+ | | | ||
|- | |- | ||
− | | | + | |Timesheet Items |
+ | |||
+ | | | ||
+ | |- | ||
+ | |Project Timesheet | ||
+ | |||
| | | | ||
|- | |- | ||
+ | |Expenses | ||
+ | |||
+ | | | ||
|- | |- | ||
− | | | + | |Expenses Items |
| | | | ||
|- | |- | ||
+ | | | ||
+ | |||
+ | |||
+ | | | ||
|- | |- | ||
− | | | + | |Discussion Posts |
+ | |||
+ | |||
| | | | ||
|- | |- | ||
+ | |Custom Fields | ||
+ | |||
+ | | | ||
|- | |- | ||
− | | | + | |Custom Field Language |
− | }- | + | }- |
Revision as of 14:26, 19 April 2013
This table lists all of the Recordsets that are available to be included for your report.
Companies/Accounts | Fields that pertain to organization records in your SmartSimple system. |
UTA Record Lock | |
Branches/Offices | Information entered into the system including all custom fields for internal branches or offies. |
Categories | Company/Account categories. |
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. |
Users | All contacts that are internal to your organization. This table includes all user-specific and role-based custom fields. |
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 tables to run reports on contacts or users within a specific role. |
Right Relationships | This table is used where the relationship was established from user "b" to user "a". |
Left Relationships | This table is used where the relationship was established from user "a" to user "b". |
Associations | |
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 table in conjunction with any other table to get notes related to specific areas within the system. |
Global Usage | |
Login Sessions | User login and logout history for the system. |
System Usage | User System Usage by Year / Month. |
Users Online | Users who are currently logged into the system. |
Standard Field Change Log | Change history of standard fields. |
Field Change Log | Change history of custom fields. |
Object View Log | View history of an object. |
Campaigns | |
Leads | |
Sales Opportunities | |
Opportunity Rates
|
|
Applicant Folders | |
Applicant Assignments | |
Applicant Resume | |
Incoming Email Resumes | |
Skills
|
|
Email Link Tracker - Contacts | |
Email Link Tracker - Leads
|
|
Web Forms | |
Web Form Results | |
Web Form Payments | |
Tracking Application | |
Tracking Application Activities | |
Tracking Application Sub-Activities | |
Tracking Transactions | |
UTA Timesheet Items | |
UTA Invoices | |
UTA Invoice Items | |
UTA Payment Attribution | |
UTA Person | |
UTA Contact role (joins to Tracking Application) | |
UTA Contact role (joins to Tracking Application Activities) | |
UTA Company role (links to primary) | |
UTA Company role (joins to Tracking Application) | |
UTA Company role (joins to Tracking Application Activities) | |
UTA Provider without contacts | |
UTA Contact role (links to primary)
|
|
Project Metrics | |
Projects and Jobs | |
Project and Job Tasks | |
Project Task Invoices | |
Resource Assignment | |
Timesheets | |
Timesheet Items | |
Project Timesheet | |
Expenses | |
Expenses Items | |
|
|
Discussion Posts
|
|
Custom Fields | |
Custom Field Language
}- |