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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 [[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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{|
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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 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]].
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===See Also===
* [[Reporting on User Type and Access Type]]
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==Activities and Notes Recordsets==
* <!--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.
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===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 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]]
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{|
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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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{|
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==Sales Tracking Recordsets==
* <!--5-->'''Sales Opportunities''' - Use the sales opportunities recordset to run reports on opportunity-specific information within the [[Sales Tracking]] application.
* <!--501-->'''Opportunity Rates''' -
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{|
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==Applicant Tracking Recordsets==
* <!--410-->'''Incoming Email Resumes''' - Incoming email resume log.
* <!--3760-->'''Skills''' - See [[Skills]].
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{|
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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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{|
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==Web Form Recordsets==
* <!--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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{|
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==Tracking Application Recordsets==
* <!--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]]
* <!--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 relationshipsrecord 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|Role Based Custom Fields - Base]]
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===See Also===
* [[UTA Provider Reports Table]]
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{|
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==Project and Job Costing Recordsets==
* <!--100-->'''Expenses''' - Expenses.
* <!--110-->'''Expenses Items''' - Expense Items.
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===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 recordset to run reports on discussion-specific information including content, posted date and posted by.
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{|
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==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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===See Also===
* [[Reporting on Custom Fields]]
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