Difference between revisions of "Report Recordsets"

Revision as of 15:36, 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 other tables to get notes related to specific entities within the system.

User Access Recordsets Global Usage - Login Sessions - Use the login sessions table to run reports on user login history for the system. System Usage - Users Online - Use the user's online table to run reports on users who are currently logged into the system.

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

Sales Tracking Recordsets Job Tracking - Use the job tracking table to run reports on job-specific information within the Job Tracking application. Campaigns - Use the campaigns table to run reports on campaign-specific information within the Sales Tracking application. Leads - Use the leads table to run reports on lead-specific information within the Sales Tracking application. Sales Opportunities - Use the sales opportunities table to run reports on opportunity-specific information within the Sales Tracking application. Opportunity Rates -

Applicant Tracking Recordsets Applicant Folders - Use the applicant folders recordset to run reports on folder-specific information within the Applicant Tracking application. Applicant Assignments - Use the applicant assignment recordset to run reports on assignment-specific information within the Applicant Tracking application. Applicant Resume - Incoming Email Resumes - Incoming email resume log. Skills -

Email Broadcast Recordsets Email Link Tracker - Contacts - Email Link Tracker - Leads -

Web Form Recordsets Web Forms - Web Form Results - Web Form Payments -

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) -

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 -

Discussion Recordsets Discussion Posts - Use the discussion posts table to run reports on discussion-specific information including content, posted date and posted by.

Custom Field Recordsets Custom Fields - Custom Field Language -

See Also

• Adding a Table to a Report