Difference between revisions of "Report Recordsets"

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

This table lists all of the Recordsets that are available to be included for your report.

RecordsetCandA.PNG

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

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RecordsetAandN.PNG

Recordset2.PNG

RecordsetWebform.PNG

RecordsetTrackingApplication.PNG

Recordset3.PNG

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