Report Recordsets
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Revision as of 14:34, 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 | Folder-specific information within the Applicant Tracking application. |
Applicant Assignments | Assignment-specific information within the Applicant Tracking application. |
Applicant Resume | |
Incoming Email Resumes | Incoming email resume log. |
Skills | |
Email Link Tracker - Contacts | Email tracking statistics for contacts. |
Email Link Tracker - Leads | Email tracking statistics for leads. |
Web Forms | |
Web Form Results | Results of any completed web form. |
Web Form Payments | Paymetns made through a web form. Only applies to online payments using Internet Secure. |
Tracking Application | "Level 1s" |
Tracking Application Activities | "Level 2s" |
Tracking Application Sub-Activities | "Level 3s" |
Tracking Transactions | Personal Transactions |
UTA Timesheet Items | UTA Timesheet Items. |
UTA Invoices | UTA Invoicing. |
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 | Project Metrics information within the job costing application. |
Projects and Jobs | Project/job specific information within the job costing application. |
Project and Job Tasks | Task-specific information within the job costing application. |
Project Task Invoices | |
Resource Assignment | |
Timesheets | Description, start and end dates, client name and job name for timesheets. |
Timesheet Items | Individual timesheet line items. |
Project Timesheet | |
Expenses | |
Expenses Items | |
Discussion Posts | Discussion-specific information including content, posted date and posted by. |
Custom Fields | Custom field configuration settings. |
Custom Field Language | Custom field captions in other languages.
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