Changes

__NOTOC__  =Overview=A '''recordset '''in SmartSimple terminology generally refers to a table used to build a [[Report|report]].  This page lists all of the Recordsets [[recordset]]s that are available to be included for your report, along with a short description.<!==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 -Classic '''in the main report configuration details.  * See: [[Classic Report Builder -{Column Settings]]  After 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|Companies/Accountsborder]] |Fields that pertain to organization records in your SmartSimple When you click on this tab, numerous recordsets from different parts of the systemwill appear.  ==Types of Recordsets=={|

||{{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]]. |} {|

|Branches/Offices|{{RecordsetUandC.PNG}}|Information entered into | ==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 system including [[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 branches or offiesexternal 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===* [[Reporting on User Type and Access Type]] |} {|

|Categories|{{RecordsetUserAccess.PNG}}|Company/Account categories| ==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.* '''Primary Authentication Log''' - Logs all inbound and outbound access through the SmartSimple [[Primary Authentication Controller]] |} {|

|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{{RecordsetSalesTracking.PNG}}|-|-|Users|All contacts that are internal to your organization. This table includes all user-specific and role-based custom fields.==Sales Tracking Recordsets==|* <!-|-|People|Any internal or external people. This recordset includes all user3700-specific and role-based custom fields. |>'''Job Tracking''' -|-|Roles|Use the roles job tracking recordset in conjunction with the contact or user tables to run reports on contacts or users job-specific information within a specific rolethe [[Job Tracking]] application. |* <!--1120--|>'''Campaigns''' -|Right Relationships|This table is used where Use the relationship was established from user "b" campaigns recordset to user "a".|run reports on campaign-|-|Left Relationships|This table is used where specific information within the relationship was established from user "a" to user "b"[[Sales Tracking]] application.|* <!--|1130-|Associations||-|>'''Leads''' -|Individual Activities|Any activities assigned Use the leads recordset to a contact or userrun reports on lead-specific information within the [[Sales Tracking]] application.|* <!--|5-|Calendar|Calendar items for a contact or user.|-|>'''Sales Opportunities''' -|Notes|Notes entered into Use the system. You can use this table in conjunction with any other table to get notes related sales opportunities recordset to run reports on opportunity-specific areas information within the system[[Sales Tracking]] application.|* <!--501--|>'''Opportunity Rates''' -|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{{RecordsetEmailBroadcast.PNG}}|-|-|Object View Log|View history of an object.|-|Campaigns||-|Leads||-|Sales Opportunities

|==Email Broadcast Recordsets==|* <!--1700-->'''Email Link Tracker - Contacts''' - See [[Creating an Email Broadcast Message]].|Opportunity Rates* <!--1701-->'''Email Link Tracker - Leads''' - See [[Creating an Email Broadcast Message]].

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|Applicant Folders|Folder-specific information within the Applicant Tracking application{{RecordsetWebform.PNG}}|-||Applicant Assignments|Assignment-specific information within the Applicant Tracking application.==Web Form Recordsets==|* <!-|Applicant Resume||-|Incoming Email Resumes|Incoming email resume log.|369-|Skills||-|Email Link Tracker >'''Web Forms''' - ContactsSee [[:Category:Web Forms|Email tracking statistics for contacts.Web Forms]]|* <!-|Email Link Tracker - Leads|Email tracking statistics for leads.|370-|Web Forms||-|>'''Web Form Results|Results of any completed web form.|''' -|See [[Completing a Web Form PaymentsInternally and Viewing the Results]]|Paymetns made through a web form. Only applies to online payments using Internet Secure.|* <!-|Tracking Application|"Level 1s"|-|Tracking Application Activities|"Level 2s"|380-|Tracking Application Sub-Activities|"Level 3s"|>'''Web Form Payments''' -See [[:Category:Web Forms|Tracking Transactions|Personal Transactions|-|UTA Timesheet Items|UTA Timesheet Items.|-|UTA Invoices|UTA Invoicing.|-|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)Web Forms]]

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|Project Metrics|Project Metrics information within the job costing application{{TrackingAppTables2.png}}|| ==Tracking Application Recordsets==* <!--23-->'''Tracking Application''' -|Projects The Tracking Application report group contains all of the information regarding a Tracking Application including any custom fields and Jobs|Project/job specific 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 within the job costing applicationfrom 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''' -|Project The Tracking Activities report group contains all of the information related to an activity regarding type, location and Job Tasks|Task-specific time. Other report groups can be attached to this group to gather more information within regarding details such as who is the job costing applicationmain 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-|Project Task Invoices||Activities''' -|Resource Assignment||The Tracking Sub-|Timesheets|DescriptionActivities 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 end dates, client name and job name locations for timesheetsan activity would be an example of a report generated using this report group.|* <!--10020-->'''Tracking Transactions''' -Personal Transactions|* <!--10080-->'''UTA Timesheet Items|Individual timesheet line items.|''' -|See [[Using Timesheets to update a Project Timesheet]]|* <!--10122-->'''UTA Invoices''' - See [[Invoice UTA]]|* <!--10222-->'''UTA Invoice Items''' -See [[Invoice UTA]]|Expenses* '''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|Expenses ItemsRole 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]]|Discussion Posts* <!--6500-->'''UTA Company role (joins to Tracking Application Activities)''' - See [[Company Role]]|Discussion* <!--5004-->'''UTA Consumer / Provider (L1 - L1)''' -specific Table containing information including content, posted date and posted byrelated 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)''' -|Custom Fields|Custom field configuration settingsTable 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)''' -|Custom Field Language|Custom field captions Table containing information related to L1 to L2 Consumer/Provider relationships. Using this table you will be able to access information in other languagesthe 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|Role Based Custom Fields - Base]]

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{{RecordsetAandN==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-->'''Expenses Items''' - Expense Items.PNG}}

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{{RecordsetApplicantTracking==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.PNG}}

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{||-||{RecordsetWebform{RecordsetCustomFields.PNG}}||==Custom Field Recordsets==* <!--9000-->'''Custom Fields''' - The properties of [[custom fields]] configured on your system.* <!--9050-->'''Custom Field Language''' - See [[Custom Field Language Settings]].

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