Difference between revisions of "Report Recordsets"

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Revision as of 09:13, 18 June 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

  • Companies/Accounts - Fields that pertain to organization records in your SmartSimple system.
  • UTA Record Lock - Record Lock history of records.
  • Branches/Offices - Information entered into the system including all custom fields for internal branches or offices.
  • Categories - Company/Account categories.
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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 recordset 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 recordsets to run reports on contacts or users within a specific role.
  • Right Relationships - This recordset is used where the relationship was established from user "b" to user "a".
  • Left Relationships - This recordset is used where the relationship was established from user "a" to user "b".
  • Associations - See Associations.

See Also

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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 recordset in conjunction with other recordsets to report upon notes related to specific entities within the system.

See Also

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User Access Recordsets

  • Global Usage -
  • Login Sessions - Use the login sessions recordset to run reports on user login history for the system.
  • System Usage -
  • Users Online - Use the user's online recordset to run reports on users who are currently logged into the system.
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Field and Object Log Recordsets


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Sales Tracking Recordsets

  • Job Tracking - Use the job tracking recordset to run reports on job-specific information within the Job Tracking application.
  • Campaigns - Use the campaigns recordset to run reports on campaign-specific information within the Sales Tracking application.
  • Leads - Use the leads recordset to run reports on lead-specific information within the Sales Tracking application.
  • Sales Opportunities - Use the sales opportunities recordset 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 - Applicant resume.
  • Incoming Email Resumes - Incoming email resume log.
  • Skills - See Skills.
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Email Broadcast Recordsets

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Web Form Recordsets

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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) -

See Also

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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 - Project Timesheets.
  • Expenses - Expenses.
  • Expenses Items - Expenses Items.

See Also

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Discussion Recordsets

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

See Also

See Also