Difference between revisions of "Report Recordsets"

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(→‎Custom Field Recordsets)
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==Email Broadcast Recordsets==
 
==Email Broadcast Recordsets==
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* <!--1700-->'''Email Link Tracker - Contacts''' -
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* <!--1701-->'''Email Link Tracker - Leads''' -
 
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==Web Form Recordsets==
 
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==Tracking Application Recordsets==
 
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* <!--5000-->'''UTA Company role (links to primary)''' -
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* <!--5500-->'''UTA Company role (joins to Tracking Application)''' -
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* <!--6500-->'''UTA Company role (joins to Tracking Application Activities)''' -
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==Project and Job Costing Recordsets==
 
==Project and Job Costing Recordsets==
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==Discussion Recordsets==
 
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==Custom Field Recordsets==
 
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Revision as of 15:21, 29 April 2013

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

RecordsetCandA.PNG

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.
RecordsetUandC.PNG

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 -
RecordsetAandN.PNG

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.
RecordsetUserAccess.PNG

User Access Recordsets

  • Global Usage -
  • Login Sessions -
  • System Usage -
  • Users Online -
RecordsetFandOLog.PNG

Field and Object Log Recordsets

  • Standard Field Change Log -
  • Field Change Log -
  • Object View Log -


RecordsetSalesTracking.PNG

Sales Tracking Recordsets

  • Job Tracking -
  • Campaigns -
  • Leads -
  • Sales Opportunities -
  • Opportunity Rates -
RecordsetApplicantTracking.PNG

Applicant Tracking Recordsets

  • Applicant Folders -
  • Applicant Assignments -
  • Applicant Resume -
  • Incoming Email Resumes -
  • Skills -
RecordsetEmailBroadcast.PNG

Email Broadcast Recordsets

  • Email Link Tracker - Contacts -
  • Email Link Tracker - Leads -
RecordsetWebform.PNG

Web Form Recordsets

  • Web Forms -
  • Web Form Results -
  • Web Form Payments -
RecordsetTrackingApplication.PNG

Tracking Application Recordsets

  • 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) -
RecordsetPandJCosting.PNG

Project and Job Costing Recordsets

  • Project Metrics -
  • Projects and Jobs -
  • Project and Job Tasks -
  • Project Task Invoices -
  • Resource Assignment -
  • Timesheets -
  • Timesheet Items -
  • Project Timesheet -
  • Expenses -
  • Expenses Items -
RecordsetDiscussion.PNG

Discussion Recordsets

  • Discussion Posts -
RecordsetCustomFields.PNG

Custom Field Recordsets

  • Custom Fields -
  • Custom Field Language -

See Also

Retrieved from ‘https://wiki.smartsimple.com/index.php?title=Report_Recordsets&oldid=13975’