Difference between revisions of "Report Recordsets"

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==Project and Job Costing Recordsets==
 
==Project and Job Costing Recordsets==
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* <!--95-->'''Projects and Jobs''' - Use the project and job recordset to run reports on project/job-specific information within the [[Job Costing]] application.
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* <!--96-->'''Project and Job Tasks''' - Use the project and job tasks recordset to run reports on task-specific information within the [[Job Costing]] application.
 
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* <!--97-->'''Resource Assignment''' - Resources including people, equipment, facilities and materials allocated to specific tasks in a project.
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==Discussion Recordsets==
 
==Discussion Recordsets==
 
* <!--25-->'''Discussion Posts''' - Use the [[Using Discussion Groups|discussion]] posts table to run reports on discussion-specific information including content, posted date and posted by.
 
* <!--25-->'''Discussion Posts''' - Use the [[Using Discussion Groups|discussion]] posts table to run reports on discussion-specific information including content, posted date and posted by.

Revision as of 15:40, 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

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 other tables to get notes related to specific entities within the system.
RecordsetUserAccess.PNG

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.
RecordsetFandOLog.PNG

Field and Object Log Recordsets

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


RecordsetSalesTracking.PNG

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 -
RecordsetApplicantTracking.PNG

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 -
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 - The Tracking Application report group contains all of the information regarding a Tracking Application including any custom fields and/or tabs added. By making Tracking Applications a Main group you can then also select Tracking Application Activities (and or other report groups) and include any related information from that group as well. A list of all Activities taking place for a Tracking Application would be an example of a report generated from this report group.
  • Tracking Application Activities - The Tracking Activities report group contains all of the information related to an activity regarding type, location and time. Other report groups can be attached to this group to gather more information regarding details such as who is the main contact for a particular activity. A list of all the start times and locations for an activity would be an example of a report generated using this report group.
  • Tracking Application Sub-Activities - The Tracking Sub-Activities report group contains all of the information related to an activity regarding type, location and time. Other report groups can be attached to this group to gather more information regarding details such as who is the main contact for a particular activity. A list of all the start times and locations for an activity would be an example of a report generated using this report group.
  • Tracking Transactions - Personal 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 - Project Matrix
  • Projects and Jobs - Use the project and job recordset to run reports on project/job-specific information within the Job Costing application.
  • Project and Job Tasks - Use the project and job tasks recordset to run reports on task-specific information within the Job Costing application.
  • Project Task Invoices -
  • Resource Assignment - Resources including people, equipment, facilities and materials allocated to specific tasks in a project.
  • Timesheets - Timesheets.
  • Timesheet Items - Timesheet Items.
  • Project Timesheet -
  • Expenses - Expenses.
  • Expenses Items - Expenses Items.
RecordsetDiscussion.PNG

Discussion Recordsets

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

Custom Field Recordsets

  • Custom Fields -
  • Custom Field Language -

See Also

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