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Report Recordsets

8,154 bytes added, 14:56, 10 July 2019
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This table lists all of the Recordsets that are available to be included for your report.__NOTOC__
{{Template:RecordsetCandA=Overview=A '''recordset '''in SmartSimple terminology generally refers to a table used to build a [[Report|report]].PNG}} 
{||Companies/Accounts|Fields that pertain to organization records in your SmartSimple system.|-|UTA Record Lock||-|Branches/Offices|Information entered into the system including This page lists all custom fields for internal branches or offies.|-|-|Categories|Company/Account categories.|-|-|Contacts|All contacts outside of your organization. This the [[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 ]]s that are internal available to be included for 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 report, along 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||-|-|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.|-|-|Global Usage||-|-|Login Sessions|User login and logout history for the system.|-|-|System Usage|User System Usage by Year / Month.|-|-|Users Online|Users who are currently logged into the system.|-|-|Standard Field Change Log|Change history of standard fields.|-|-|Field Change Log|Change history of custom fields.|-|-|Object View Log|View history of an objectshort description.|-|Campaigns||-|Leads||-|Sales Opportunities
|==Accessing Recordsets==You will only see '''recordsets '''in this format if you are [[Creating a Basic Report|creating a new report]] and have selected '''Builder Type -|Opportunity RatesClassic '''in the main report configuration details. 
* See: [[Classic Report Builder - Column Settings]] 
||-|Applicant FoldersAfter clicking '''Save '''on a new report with the '''Classic Report Builder, '''a new tab will appear on the top row of tabs when you are editing the report: 
:: [[File:Recordsets tab.png|750px|-border]] |Applicant AssignmentsWhen you click on this tab, numerous recordsets from different parts of the system will appear. 
==Types of Recordsets=={|
|-
|Applicant Resume|{{RecordsetCandA.PNG}}||==Company and Account Recordsets==* <!--31-->'''Companies/Accounts''' - Fields that pertain to [[organization]] records in your SmartSimple system. The exact terminology for this section will be based on the External Unit value configured in the Organization Terminology section of the Global Settings.* <!--11-->'''UTA Record Lock''' - [[Record Lock]] history of records.* <!--30-->'''Branches/Offices''' - Information entered into the system including all [[custom fields]] for [[internal]] branches or offices. The exact terminology for this section will be based on the Internal Unit value configured in the Organization Terminology section of the Global Settings.* <!--38-->'''Categories''' - Company/Account [[Client Categories|categories]].
||-|Incoming Email Resumes}
{|
|-
|Skills|{{RecordsetUandC.PNG}}||
==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. The exact terminology for this section will be based on the External User value configured in the Organization Terminology section of the Global Settings.
* <!--40-->'''Users''' - All contacts that are [[internal]] to your organization. This recordset includes all user-specific and [[roles|role-based]] [[custom fields]]. The exact terminology for this section will be based on the Internal User value configured in the Organization Terminology section of the Global Settings.
* <!--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 recordsets to run reports on contacts or users within a specific role.
* <!--47-->'''Right Relationships''' - This recordset is used where the relationship was established from user "b" to user "a".
* <!--46-->'''Left Relationships''' - This recordset is used where the relationship was established from user "a" to user "b".
* <!--50-->'''Associations''' - See [[Associations]].
|||-===See Also===|Email Link Tracker - Contacts* [[Reporting on User Type and Access Type]]
||-|Email Link Tracker - Leads}
 {|
|-
|Web Forms|{{RecordsetAandN.PNG}}||
|==Activities and Notes Recordsets==* <!--8-->'''Individual Activities''' - Any activities assigned to a contact or user.|* <!--10-->'''Calendar''' -Calendar items for a contact or user.* <!--80-->'''Notes''' - Notes entered into the system. You can use this recordset in conjunction with other recordsets to report upon notes related to specific [[entity|Web Form Resultsentities]] within the system.
||===See Also===* [[:Category:Calendars|-Calendars]]* [[:Category:Notes|Web Form PaymentsNotes]]
||-|Tracking Application}
{|
|-
|Tracking Application Activities|{{RecordsetUserAccess.PNG}}||
|==User Access Recordsets==|* <!--2006-->'''Global Usage''' -* <!--2000-->'''Login Sessions''' - Use the login sessions recordset to run reports on user login history for the system.* <!--2005-->'''System Usage''' -* <!--2010-->'''Users Online''' - Use the user's online recordset to run reports on users who are currently logged into the system.|Tracking Application Sub* '''Primary Authentication Log''' -ActivitiesLogs all inbound and outbound access through the SmartSimple [[Primary Authentication Controller]]
||-|Tracking Transactions}
{|
|-
|UTA Timesheet Items|{{RecordsetFandOLog.PNG}}||
|==Field and Object Log Recordsets==|* <!--2040-->'''Standard Field Change Log''' - See [[Track Changes]].|UTA Invoices* <!--2050-->'''Field Change Log''' - See [[Track Changes]].* <!--2010-->'''Object View Log''' - See [[Reader Log]].
||-|UTA Invoice Items}
|
|-
|UTA Payment Attribution
{|
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|UTA Person|{{RecordsetSalesTracking.PNG}}||
|==Sales Tracking Recordsets==|* <!--3700-->'''Job Tracking''' -Use the job tracking recordset to run reports on job-specific information within the [[Job Tracking]] application.|UTA Contact role (joins * <!--1120-->'''Campaigns''' - Use the campaigns recordset to run reports on campaign-specific information within the [[Sales Tracking Application)]] application.* <!--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 recordset to run reports on opportunity-specific information within the [[Sales Tracking]] application.* <!--501-->'''Opportunity Rates''' -
||-|UTA Contact role (joins to Tracking Application Activities)}
{|
|-
|UTA Company role (links to primary)|{{RecordsetApplicantTracking.PNG}}||
|==Applicant Tracking Recordsets==* <!--400-->'''Applicant Folders''' - Use the applicant folders recordset to run reports on [[Working with Applicant Folders|folder]]-specific information within the [[Applicant Tracking]] application.|UTA Company role (joins * <!--3750-->'''Applicant Assignments''' - Use the applicant assignment recordset to run reports on assignment-specific information within the [[Applicant Tracking Application)]] application.* <!--160-->'''Applicant Resume''' - Applicant [[resume]].* <!--410-->'''Incoming Email Resumes''' - Incoming email resume log.* <!--3760-->'''Skills''' - See [[Skills]].
||-|UTA Company role (joins to Tracking Application Activities)}
{|
|-
|UTA Provider without contacts|{{RecordsetEmailBroadcast.PNG}}||
|==Email Broadcast Recordsets==|* <!--1700-->'''Email Link Tracker - Contacts''' - See [[Creating an Email Broadcast Message]].|UTA Contact role (links to primary)* <!--1701-->'''Email Link Tracker - Leads''' - See [[Creating an Email Broadcast Message]].
|}
{|
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|Project Metrics|{{RecordsetWebform.PNG}}||
==Web Form Recordsets==* <!--369-->'''Web Forms''' - See [[:Category:Web Forms|Web Forms]]|* <!--370-->'''Web Form Results''' -See [[Completing a Web Form Internally and Viewing the Results]]* <!--380-->'''Web Form Payments''' - See [[:Category:Web Forms|Projects and JobsWeb Forms]]
||-|Project and Job Tasks}
{|
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|Project Task Invoices|{{TrackingAppTables2.png}}||
==Tracking Application Recordsets==* <!--23-->'''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.* <!--10000-->'''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.* <!--10010-->'''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.* <!--10020-->'''Tracking Transactions''' - Personal Transactions* <!--10080-->'''UTA Timesheet Items''' - See [[Using Timesheets to update a Project]]* <!--10122-->'''UTA Invoices''' - See [[Invoice UTA]]* <!--10222-->'''UTA Invoice Items''' - See [[Invoice UTA]]* '''UTA Payment Attribution''' - Payment Attributions* <!--12-->'''UTA Person''' - ''Person'' [[standard field]]* <!--5501-->'''UTA Contact role (joins to Tracking Application)''' - See [[Role_Based_Custom_Fields#Role_Based_Custom_Fields_-_UTA_Level_One|Role Based Custom Fields - UTA Level One]]* <!--6501-->'''UTA Contact role (joins to Tracking Application Activities)''' - [[Role_Based_Custom_Fields#Role_Based_Custom_Fields_-_UTA_Level_Two|Role Based Custom Fields - UTA Level Two]]* <!--5000-->'''UTA Company role (links to primary)''' - See [[Company Role]]* <!--5500-->'''UTA Company role (joins to Tracking Application)''' - See [[Company Role]]* <!--6500-->'''UTA Company role (joins to Tracking Application Activities)''' - See [[Company Role]]* <!--5004-->'''UTA Consumer / Provider (L1 - L1)''' - Table containing information related to L1 to L1 Consumer/Provider relationships. Using this table you will be able to access information in the Consumer record that is joined to the Provider record.* <!--5004-->'''UTA Provider / Consumer (L1 - L1)''' - Table containing information related to L1 to L1 Provider/Consumer relationships. Using this table you will be able to access information in the Provider record that is joined to the Consumer record.* <!--5004-->'''UTA Provider / Consumer (L1 - L2)''' -Table containing information related to L1 to L2 Consumer/Provider relationships. Using this table you will be able to access information in the Provider record that is joined to the Consumer record.* <!--5001-->'''UTA Contact role (links to primary)''' - See [[Role_Based_Custom_Fields#Role_Based_Custom_Fields_-_Base|Resource AssignmentRole Based Custom Fields - Base]]
|||-===See Also===|Timesheets* [[UTA Provider Reports Table]]
||-|Timesheet Items}
{|
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|Project Timesheet|{{RecordsetPandJCosting.PNG}}||
==Project and Job Costing Recordsets==* <!--94-->'''Project Metrics''' - Project Matrix* <!--95-->'''Projects and Jobs''' - Use the project and job recordset to run reports on project/job-specific information within the [[:Category:Project and Job Costing|Job Costing]] application.* <!--96-->'''Project and Job Tasks''' - Use the project and job tasks recordset to run reports on task-specific information within the [[:Category:Project and Job Costing|Job Costing]] application.* <!--98-->'''Project Task Invoices''' - Project Task Invoices* <!--97-->'''Resource Assignment''' - Resources including people, equipment, facilities and materials allocated to specific tasks in a project.* <!--200-->'''Timesheets''' - Timesheets.* <!--210-->'''Timesheet Items''' -Timesheet Items.|* <!--220-->'''Project Timesheet''' - Project Timesheets.* <!--100-->'''Expenses''' - Expenses.* <!--110-->'''ExpensesItems''' - Expense Items.
||-|Expenses Items||-===See Also===* [[:Category:Project and Job Costing|Project and Job Costing]]
|}
{|
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|Discussion Posts|{{RecordsetDiscussion.PNG}}||
==Discussion Recordsets==
* <!--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.
||-|Custom Fields}
{|
|-
|Custom Field Language}-  |{{Template:RecordsetUandCRecordsetCustomFields.PNG}}||==Custom Field Recordsets==* <!--9000-->'''Custom Fields''' - The properties of [[custom fields]] configured on your system.{{Template:RecordsetAandN* <!--9050-->'''Custom Field Language''' - See [[Custom Field Language Settings]].PNG}}
||===See Also===* [[Image:Recordset2.PNGReporting on Custom Fields]]
[[Image:RecordsetWebform.PNG]]|}
==See Also==* [[Image:RecordsetTrackingApplication.PNGAdding a Table to a Report]]
[[Image:Recordset3.PNG]]
[[Category:Reports]]
Emmy Fu
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