Difference between revisions of "Report Recordsets"
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==User and Contact Recordsets== | ==User and Contact Recordsets== | ||
* <!--41-->'''Contacts''' - All contacts outside of your organization. This recordset includes all contact-specific and [[roles|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 [[roles|role-based]] [[custom fields]]. Note that applicant information is also contained within this recordset if the [[Applicant Tracking]] application is being used. | ||
| − | * <!--40-->'''Users''' - All contacts that are internal to your organization. This | + | * <!--40-->'''Users''' - All contacts that are internal to your organization. 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. | * <!--45-->'''People''' - Any internal or external people. This recordset includes all user-specific and role-based custom fields. | ||
| − | * <!--9-->'''[[Roles]]''' - Use the roles recordset in conjunction with the contact or user | + | * <!--9-->'''[[Roles]]''' - Use the roles recordset in conjunction with the contact or user recordsets to run reports on contacts or users within a specific role. |
| − | * <!--47-->'''Right Relationships''' - This | + | * <!--47-->'''Right Relationships''' - This recordset is used where the relationship was established from user "b" to user "a". |
| − | * <!--46-->'''Left Relationships''' - This | + | * <!--46-->'''Left Relationships''' - This recordset is used where the relationship was established from user "a" to user "b". |
* <!--50-->'''[[Associations]]''' - | * <!--50-->'''[[Associations]]''' - | ||
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* <!--8-->'''Individual Activities''' - Any activities assigned to a contact or user. | * <!--8-->'''Individual Activities''' - Any activities assigned to a contact or user. | ||
* <!--10-->'''Calendar''' - Calendar items for a contact or user. | * <!--10-->'''Calendar''' - Calendar items for a contact or user. | ||
| − | * <!--80-->'''Notes''' - Notes entered into the system. You can use this | + | * <!--80-->'''Notes''' - Notes entered into the system. You can use this recordset in conjunction with other recordsets to get notes related to specific [[entity|entities]] within the system. |
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==User Access Recordsets== | ==User Access Recordsets== | ||
* <!--2006-->'''Global Usage''' - | * <!--2006-->'''Global Usage''' - | ||
| − | * <!--2000-->'''Login Sessions''' - Use the login sessions | + | * <!--2000-->'''Login Sessions''' - Use the login sessions recordset to run reports on user login history for the system. |
* <!--2005-->'''System Usage''' - | * <!--2005-->'''System Usage''' - | ||
| − | * <!--2010-->'''Users Online''' - Use the user's online | + | * <!--2010-->'''Users Online''' - Use the user's online recordset to run reports on users who are currently logged into the system. |
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==Sales Tracking Recordsets== | ==Sales Tracking Recordsets== | ||
| − | * <!--3700-->'''Job Tracking''' - Use the job tracking | + | * <!--3700-->'''Job Tracking''' - Use the job tracking recordset to run reports on job-specific information within the [[Job Tracking]] application. |
| − | * <!--1120-->'''Campaigns''' - Use the campaigns | + | * <!--1120-->'''Campaigns''' - Use the campaigns recordset to run reports on campaign-specific information within the [[Sales Tracking]] application. |
| − | * <!--1130-->'''Leads''' - Use the leads | + | * <!--1130-->'''Leads''' - Use the leads recordset to run reports on lead-specific information within the [[Sales Tracking]] application. |
| − | * <!--5-->'''Sales Opportunities''' - Use the sales opportunities | + | * <!--5-->'''Sales Opportunities''' - Use the sales opportunities recordset to run reports on opportunity-specific information within the [[Sales Tracking]] application. |
* <!--501-->'''Opportunity Rates''' - | * <!--501-->'''Opportunity Rates''' - | ||
|} | |} | ||
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==Discussion Recordsets== | ==Discussion Recordsets== | ||
| − | * <!--25-->'''Discussion Posts''' - Use the [[Using Discussion Groups|discussion]] posts | + | * <!--25-->'''Discussion Posts''' - Use the [[Using Discussion Groups|discussion]] posts recordset to run reports on discussion-specific information including content, posted date and posted by. |
|} | |} | ||
Revision as of 08:20, 30 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
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