Data Extract Contains the Following Data

Created by Dakota Martin, Modified on Mon, 09 Jan 2023 at 10:12 AM by Dakota Martin

This article contains the tables and columns available through the Custom Reports SQL data export. For more information, see: Data Exporter Tool / SQL Export Tool

 

Tables & Columns

Table

Columns

action_participant_custom_data_values
  • action_id
  • division_id
  • action_name
  • participant_id
  • is_company
  • display_name
  • participant_type_id
  • participant_type_name
  • field_name
  • field_value
action_participants
  • action_id
  • division_id
  • action_name
  • participant_type_id
  • participant_type_name
  • participant_number
  • participant_id
  • display_name
actions
  • action_id
  • division_id
  • action_name
  • action_type_id
  • action_type_name
  • action_status
  • file_reference
  • date_created
  • current_step
  • current_step_duration
  • last_activity
  • assigned_to_participant_id
  • assigned_to_participant_name
  • probability
  • expected_sale_date
  • expected_sale_amount
  • currency_code
  • sale_status
  • actual_sale_date
  • actual_sale_amount
  • marketing_medium_id
  • marketing_event_id
action_types
  • action_type_id
  • action_type_name
  • description
  • disabled
  • is_billable
applied_payments
  • payment_id
  • sale_purchase_id
  • amount_applied
  • credit_id
  • credit_applied_date
  • write_off_amount
client_billing_invoice_allocations
  • gl_allocation_id
  • ac_account_id
  • sale_purchase_id
  • division_id
  • entry_type
  • participant_id
  • display_name
  • action_id
  • action_name
  • amount
  • source
  • payment_id
  • payment_date
  • payment_type
  • notes
client_billing_invoices
  • sale_purchase_id
  • division_id
  • our_reference
  • sale_purchase_date
  • payment_due_date
  • action_id
  • action_name
  • invoice_status
  • approval_status
  • currency_code
  • total_inclusive
  • total_exclusive
  • fee_discount_type
  • fee_discount_percentage
  • fee_discount_amount
  • consolidation_id
client_draft_invoices
  • sale_purchase_id
  • division_id
  • our_reference
  • sale_purchase_date
  • payment_due_date
  • action_id
  • action_name
  • invoice_status
  • approval_status
  • currency_code
  • total_inclusive
  • total_exclusive
  • fee_discount_type
  • fee_discount_percentage
  • fee_discount_amount
contacts
  • participant_id
  • is_company
  • division_id
  • first_name
  • last_name
  • company_name
  • display_name
  • occupation
  • city
  • state_province
  • post_code
  • country_id
  • e_mail
  • tax_number
  • mailing_address_line_1
  • mailing_address_line_2
  • phone_1
disbursement_entries
  • disbursement_id
  • template_id
  • template_description
  • action_id
  • disbursement_date
  • description
  • quantity
  • uom_id
  • uom_description
  • unit_price
  • unit_price_includes_tax
  • gst_code_id
  • gst_percentage
  • gst_description
  • sale_purchase_id
  • sale_invoice_line_item_id
  • entered_by_participant_id
  • entered_timestamp
  • utbms_expense_code
divisions
  • division_id
  • division_name
  • parent_division_id
  • department_of_division_id
  • participant_id
  • is_active
  • gst_months_in_period
  • gst_accounting_method
  • invoice_accounting_method
  • cash_accounting_method_natural_allocation_order
participant_custom_data_values
  • participant_id
  • is_company
  • display_name
  • participant_type_id
  • participant_type_name
  • field_name
  • field_value
participant_kpis
  • participant_id
  • last_name
  • first_name
  • year
  • month
  • actual_hours
  • billable_hours
  • total_sales
participant_relationships
  • from_participant_id
  • from_name
  • to_participant_id
  • to_name
  • relationship
participant_types
  • participant_type_id
  • participant_type_name
  • description
  • company_flag_value
  • tax_number_alias
related_actions
  • action_id
  • related_action_id
  • created_by_participant_id
  • created_timestamp
systemusers
  • participant_id
  • is_company
  • first_name
  • last_name
  • company_name
  • display_name
  • occupation
  • city
  • state_province
  • post_code
  • country_id
  • system_role_id
  • system_role_name
  • description
time_entries
  • time_entry_id
  • timekeeper_participant_id
  • timekeeper
  • division_id
  • timesheet_date
  • action_id
  • action_name
  • action_type_id
  • action_type_name
  • is_billable
  • actual_hours
  • billable_hours
  • utbms_activity_code
  • utbms_task_code
  • utbms_timekeeper_code
  • rate_id
  • rate_name
  • rate_unit_price
  • rate_source
  • billable_amount
  • sale_purchase_id
  • description
  • billing_behavior
  • quick_code
  • quick_code_description

dc_{A}_{B}

Note: An additional table will be created for each matter custom data collection that contains all its values.

  • record_id
  • action_id
  • acheckbox
  • anotherfruit
  • appointment
  • Datetimefield
  • mydate
  • test
  • test_html
  • TestLinkedParticipant

 

*Note - Deleted records will not be included in the exported data.

 

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