Report Recordsets
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Revision as of 14:26, 19 April 2013 by Arthur Lathrop (talk | contribs)
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
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Applicant Folders | |
Applicant Assignments | |
Applicant Resume | |
Incoming Email Resumes | |
Skills
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Email Link Tracker - Contacts | |
Email Link Tracker - Leads
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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)
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Project Metrics | |
Projects and Jobs | |
Project and Job Tasks | |
Project Task Invoices | |
Resource Assignment | |
Timesheets | |
Timesheet Items | |
Project Timesheet | |
Expenses | |
Expenses Items | |
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Discussion Posts
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Custom Fields | |
Custom Field Language
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