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__NOTOC__This page lists all of the Recordsets that are available to be included for your report, along with a short description.
=Overview=
A '''recordset '''in SmartSimple terminology generally refers to a table used to build a [[Report|report]].
This page lists all of the [[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==
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==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]].
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==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 table 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 tables recordsets to run reports on contacts or users within a specific role. * <!--47-->'''Right Relationships''' - This table recordset is used where the relationship was established from user "b" to user "a".* <!--46-->'''Left Relationships''' - This table 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]]
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==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 table recordset in conjunction with other tables recordsets to get report upon notes related to specific [[entity|entities]] within the system. ||===See Also===* [[:Category:Calendars|Calendars]]* [[:Category:Notes|Notes]]
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==User Access Recordsets==
* <!--2006-->'''Global Usage''' - * <!--2000-->'''Login Sessions''' - Use the login sessions table recordset to run reports on user login history for the system.* <!--2005-->'''System Usage''' - * <!--2010-->'''Users Online''' - Use the user's online table 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]]
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==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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==Sales Tracking Recordsets==
* <!--3700-->'''Job Tracking''' - Use the job tracking table recordset to run reports on job-specific information within the [[Job Tracking]] application.* <!--1120-->'''Campaigns''' - Use the campaigns table recordset to run reports on campaign-specific information within the [[Sales Tracking]] application.* <!--1130-->'''Leads''' - Use the leads table recordset to run reports on lead-specific information within the [[Sales Tracking]] application.* <!--5-->'''Sales Opportunities''' - Use the sales opportunities table recordset to run reports on opportunity-specific information within the [[Sales Tracking]] application.
* <!--501-->'''Opportunity Rates''' -
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==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.
* <!--3750-->'''Applicant Assignments''' - Use the applicant assignment recordset to run reports on assignment-specific information within the [[Applicant Tracking]] application.
* <!--160-->'''Applicant Resume''' -Applicant [[resume]].
* <!--410-->'''Incoming Email Resumes''' - Incoming email resume log.
* <!--3760-->'''Skills''' -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]].
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==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|Web Forms]]
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==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.
* <!--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]]* <!--10125-->'''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 without contacts/ 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|Role Based Custom Fields - Base]] ||===See Also===* [[UTA Provider Reports Table]]
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==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]]
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==Discussion Recordsets==
* <!--25-->'''Discussion Posts''' - Use the [[Using Discussion Groups|discussion]] posts table recordset to run reports on discussion-specific information including content, posted date and posted by.
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|-||{{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]]
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