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Report Recordsets

2,621 bytes added, 18:26, 19 April 2013
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{{Template:RecordsetCandA.PNG}}
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{|
|Companies/Accounts
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|Branches/Offices
|Information entered into the system including all custom fields for internal branches or offies.
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|Categories
|Company/Account categories.
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|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.
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|Users
|All contacts that are internal to your organization. This table includes all user-specific and role-based custom fields.
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|People
|Any internal or external people. This recordset includes all user-specific and role-based custom fields.
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|Roles
|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
|This table is used where the relationship was established from user "b" to user "a".
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|Left Relationships
|This table is used where the relationship was established from user "a" to user "b".
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|Individual Activities
|Any activities assigned to a contact or user.
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|Calendar
|Calendar items for a contact or user.
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|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
|User login and logout history for the system.
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|System Usage
|User System Usage by Year / Month.
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|Users Online
|Users who are currently logged into the system.
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|Standard Field Change Log
|Change history of standard fields.
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|Field Change Log
|Change history of custom fields.
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|Object View Log
|View history of an object.
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|Campaigns
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|Leads
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|Sales Opportunities
 
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|Opportunity Rates
 
 
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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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|UTA Invoices
 
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|UTA Invoice Items
 
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|UTA Payment Attribution
 
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|UTA Person
 
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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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|Project Task Invoices
 
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|System UsageResource Assignment 
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|Timesheets
 
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|Users OnlineTimesheet Items ||-|Project Timesheet 
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|Expenses
 
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|Standard Field Change LogExpenses Items
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|Field Change LogDiscussion Posts  
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|Custom Fields
 
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|Object View LogCustom Field Language}-->
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