Report Recordsets

This table lists all of the Recordsets that are available to be included for your report.

Companies/Accounts	Fields that pertain to organization records in your SmartSimple system.
UTA Record Lock
Branches/Offices	Information entered into the system including all custom fields for internal branches or offies.
Categories	Company/Account categories.
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.
Users	All contacts that are internal to 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 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 object.
Campaigns
Leads
Sales Opportunities
Opportunity Rates
Applicant Folders	Folder-specific information within the Applicant Tracking application.
Applicant Assignments	Assignment-specific information within the Applicant Tracking application.
Applicant Resume
Incoming Email Resumes	Incoming email resume log.
Skills
Email Link Tracker - Contacts	Email tracking statistics for contacts.
Email Link Tracker - Leads	Email tracking statistics for leads.
Web Forms
Web Form Results	Results of any completed web form.
Web Form Payments	Paymetns made through a web form. Only applies to online payments using Internet Secure.
Tracking Application	"Level 1s"
Tracking Application Activities	"Level 2s"
Tracking Application Sub-Activities	"Level 3s"
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)
Project Metrics	Project Metrics information within the job costing application.
Projects and Jobs	Project/job specific information within the job costing application.
Project and Job Tasks	Task-specific information within the job costing application.
Project Task Invoices
Resource Assignment
Timesheets	Description, start and end dates, client name and job name for timesheets.
Timesheet Items	Individual timesheet line items.
Project Timesheet
Expenses
Expenses Items
Discussion Posts	Discussion-specific information including content, posted date and posted by.
Custom Fields	Custom field configuration settings.
Custom Field Language	Custom field captions in other languages. }