Difference between revisions of "Report Recordsets"

Revision as of 15:05, 29 April 2013

This page lists all of the Recordsets that are available to be included for your report, along with a short description.

Company and Account Recordsets 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 offices. Categories: Company/Account categories.

User and Contact Recordsets 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 -

Activities and Notes Recordsets 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.

User Access Recordsets Global Usage - Login Sessions - System Usage - Users Online -

Field and Object Log Recordsets Standard Field Change Log - Field Change Log - Object View Log -