Difference between revisions of "Report Recordsets"
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==Company and Account Recordsets== | ==Company and Account Recordsets== | ||
| − | * '''Companies/Accounts''': Fields that pertain to organization records in your SmartSimple system. | + | * <!--31-->'''Companies/Accounts''': Fields that pertain to organization records in your SmartSimple system. |
| − | * '''UTA Record Lock''': | + | * <!--11-->'''UTA Record Lock''': |
| − | * '''Branches/Offices''': Information entered into the system including all custom fields for internal branches or offices. | + | * <!--30-->'''Branches/Offices''': Information entered into the system including all custom fields for internal branches or offices. |
| − | * '''Categories''': Company/Account categories. | + | * <!--38-->'''Categories''': Company/Account categories. |
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==User and Contact Recordsets== | ==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. | + | * <!--41-->'''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. | + | * <!--40-->'''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. | + | * <!--45-->'''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. | + | * <!--9-->'''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". | + | * <!--47-->'''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". | + | * <!--46-->'''Left Relationships''' - This table is used where the relationship was established from user "a" to user "b". |
| − | * '''Associations''' - | + | * <!--50-->'''Associations''' - |
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==Activities and Notes Recordsets== | ==Activities and Notes Recordsets== | ||
| − | * '''Individual Activities''' - Any activities assigned to a contact or user. | + | * <!--8-->'''Individual Activities''' - Any activities assigned to a contact or user. |
| − | * '''Calendar''' - Calendar items for a contact or user. | + | * <!--10-->'''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. | + | * <!--80-->'''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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==User Access Recordsets== | ==User Access Recordsets== | ||
| − | * '''Global Usage''' - | + | * <!--2006-->'''Global Usage''' - |
| − | * '''Login Sessions''' - | + | * <!--2000-->'''Login Sessions''' - |
| − | * '''System Usage''' - | + | * <!--2005-->'''System Usage''' - |
| − | * '''Users Online''' - | + | * <!--2010-->'''Users Online''' - |
|} | |} | ||
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==Field and Object Log Recordsets== | ==Field and Object Log Recordsets== | ||
| − | * '''Standard Field Change Log''' - | + | * <!--2040-->'''Standard Field Change Log''' - |
| − | * '''Field Change Log''' - | + | * <!--2050-->'''Field Change Log''' - |
| − | * '''Object View Log''' - | + | * <!--2010-->'''Object View Log''' - |
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==Sales Tracking Recordsets== | ==Sales Tracking Recordsets== | ||
| − | * '''Job Tracking''' - | + | * <!--3700-->'''Job Tracking''' - |
* <!--1120-->'''Campaigns''' - | * <!--1120-->'''Campaigns''' - | ||
* <!--1130-->'''Leads''' - | * <!--1130-->'''Leads''' - | ||
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|} | |} | ||
| − | {{RecordsetApplicantTracking.PNG}} | + | {| |
| + | |{{RecordsetApplicantTracking.PNG}} | ||
| + | | | ||
| + | ==Applicant Tracking Recordsets== | ||
| + | * <!--400-->'''Applicant Folders''' - | ||
| + | * <!--3750-->'''Applicant Assignments''' - | ||
| + | * <!--160-->'''Applicant Resume''' - | ||
| + | * <!--410-->'''Incoming Email Resumes''' - | ||
| + | * <!--3760-->'''Skills''' - | ||
| + | |} | ||
| − | {{RecordsetEmailBroadcast.PNG}} | + | {| |
| + | |{{RecordsetEmailBroadcast.PNG}} | ||
| + | | | ||
| + | ==Email Broadcast Recordsets== | ||
| + | |||
| + | |} | ||
| − | {{RecordsetWebform.PNG}} | + | {| |
| + | |{{RecordsetWebform.PNG}} | ||
| + | | | ||
| + | ==Web Form Recordsets== | ||
| − | + | |} | |
| − | {{ | + | {| |
| + | |{{RecordsetTrackingApplication.PNG}} | ||
| + | | | ||
| + | ==Tracking Application Recordsets== | ||
| − | + | |} | |
| − | {{RecordsetCustomFields.PNG}} | + | {| |
| + | |{{RecordsetPandJCosting.PNG}} | ||
| + | | | ||
| + | ==Project and Job Costing Recordsets== | ||
| + | |||
| + | |} | ||
| + | |||
| + | {| | ||
| + | |{{RecordsetDiscussion.PNG}} | ||
| + | | | ||
| + | ==Discussion Recordsets== | ||
| + | |||
| + | |} | ||
| + | |||
| + | {| | ||
| + | |{{RecordsetCustomFields.PNG}} | ||
| + | | | ||
| + | ==Custom Field Recordsets== | ||
| + | |||
| + | |} | ||
[[Category:Reports]] | [[Category:Reports]] | ||
Revision as of 15:14, 29 April 2013
This page lists all of the Recordsets that are available to be included for your report, along with a short description.
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Company and Account Recordsets
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User and Contact Recordsets
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Activities and Notes Recordsets
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User Access Recordsets
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Field and Object Log Recordsets
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Sales Tracking Recordsets
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Applicant Tracking Recordsets
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Email Broadcast Recordsets |
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Web Form Recordsets |
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Tracking Application Recordsets |
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Project and Job Costing Recordsets |
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Discussion Recordsets |
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Custom Field Recordsets |
