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__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|border]] When you click on this tab, numerous recordsets from different parts of the system will 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]]. |} {||-||{{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===* [[Reporting on User Type and Access Type]] |} {||-||{{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|entities]] within the system. ||===See Also===* [[:Category:Calendars|Calendars]]* [[:Category:Notes|Notes]] |} {||-||{{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.* '''Primary Authentication Log''' - Logs all inbound and outbound access through the SmartSimple [[Primary Authentication Controller]] |} {||-||{{RecordsetFandOLog.PNG}}|| ==Field and Object Log Recordsets==* <!--2040-->'''Standard Field Change Log''' - See [[Track Changes]].* <!--2050-->'''Field Change Log''' - See [[Track Changes]].* <!--2010-->'''Object View Log''' - See [[Reader Log]]. |}
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|-||{{RecordsetCandARecordsetSalesTracking.PNG}}|| ==Sales Tracking Recordsets==* <!--3700-->'''Companies/AccountsJob Tracking''': Fields that pertain - Use the job tracking recordset to organization records in your SmartSimple systemrun reports on job-specific information within the [[Job Tracking]] application.* <!--1120-->'''UTA Record LockCampaigns''': - Use the campaigns recordset to run reports on campaign-specific information within the [[Sales Tracking]] application.* <!--1130-->'''Branches/OfficesLeads''': Information entered into - Use the leads recordset to run reports on lead-specific information within the system including all custom fields for internal branches or offices[[Sales Tracking]] application.* <!--5-->'''CategoriesSales Opportunities''': Company/Account categories- Use the sales opportunities recordset to run reports on opportunity-specific information within the [[Sales Tracking]] application.* <!--501-->'''Opportunity Rates''' -
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|-||{{RecordsetUandCRecordsetApplicantTracking.PNG}}|| ==Applicant Tracking Recordsets==* <!--400-->'''ContactsApplicant Folders''' - All contacts outside of your organization. This Use the applicant folders recordset includes all contactto run reports on [[Working with Applicant Folders|folder]]-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 role3750-based custom fields.* '''People''' - Any internal or external people. This recordset includes all user-specific and role-based custom fields. * >'''RolesApplicant Assignments''' - Use the roles applicant assignment recordset in conjunction with the contact or user tables to run reports on contacts or users assignment-specific information within a specific rolethe [[Applicant Tracking]] application. * <!--160-->'''Right RelationshipsApplicant Resume''' - This table is used where the relationship was established from user "b" to user "a"Applicant [[resume]].* <!--410-->'''Left RelationshipsIncoming Email Resumes''' - This table is used where the relationship was established from user "a" to user "b"Incoming email resume log.* <!--3760-->'''AssociationsSkills''' - See [[Skills]].
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==Email Broadcast Recordsets==
* <!--1700-->'''Email Link Tracker - Contacts''' - See [[Creating an Email Broadcast Message]].
* <!--1701-->'''Email Link Tracker - Leads''' - See [[Creating an Email Broadcast Message]].
{||-||{RecordsetUserAccess{RecordsetWebform.PNG}}||
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{||-||{{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-->'''Expenses Items''' - Expense Items. ||===See Also===* [[:Category:Project and Job Costing|Project and Job Costing]] |} {||-||{{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. |} {||-||{{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]]. ||===See Also===* [[Reporting on Custom Fields]] |}
[[Category:Reports]]