Custom reports > Datasets [in-depth guide]
The following file will provide a list of the data fields contained in each Custom report.
Activity data (conversations)
Activity assigned to name
Activity completed
Activity date
Activity date added
Activity date completed
Activity date updated
Activity end time
Activity month
Activity notes
Activity outcome
Activity priority
Activity start time
Activity status
Activity subject
Activity type
Activity year
Assigned to
Billing address 1
Billing address 2
Billing address 3
Billing city
Billing country
Billing postal code
Billing state
Client rate
Company active
Company main fax
Company main phone
Company name
Company type
Contact active
Contact address 1
Contact address 2
Contact address 3
Contact cell
Contact city
Contact country
Contact eemail
Contact fax
Contact first last
Contact first name
Contact last first
Contact last login date
Contact last name
Contact pager
Contact phone 1
Contact phone 2
Contact postal code
Contact salutation
Contact state
Contact title
Created by
Customer ID
Folder name
GL company ID
GL company name
Is a client
Is a vendor
Lead name
Mailing address 1
Mailing address 2
Mailing address 3
Mailing city
Mailing country
Mailing postal code
Mailing state
Originated by
Private
Project client
Project full name
Project name
Project type
Task
Task constraint
Task constraint date
Task ID
Task line number
Task original complete date
Task original start date
Task plan complete date
Task plan complete month
Task plan complete year
Task plan start date
Updated by
Vendor ID
Visible to client
Web site
Activity level data (conversations)
Activity date
Activity date added
Activity date completed
Activity date updated
Activity end time
Activity notes
Activity outcome
Activity priority
Activity subject
Activity time
Activity type
Application source
Assigned to
Assigned to department
Cell phone
Client division
Client division ID
Client invoice number
Client product
Client product ID
Company account manager
Company active
Company name
Company type
Contact active
Contact name
Contact owner
Contact title
Created by
Created from inbound email
Fax
First name
Folder name
Full name
GL company ID
GL company name
Last name
Lead active
Mailing address 1
Mailing address 2
Mailing address 3
Mailing city
Mailing country
Mailing postal code
Mailing state
Main fax
Main phone
Opportunity subject
Opportunity level
Opportunity stage
Opportunity status
Outcome name
Pager
Phone 1
Phone 2
Project full name
Project name
Project number
Project status
Project type
Status
Task
Task constraint
Task constraint date
Task ID
Task line number
Task name
Task original complete date
Task original start date
Task plan complete date
Task plan start date
Tied to a lead
Updated by
Vendor invoice number
Web site
Activity link data (conversations)
Activity assigned to name
Activity completed
Activity date
Activity date added
Activity date completed
Activity date updated
Activity end time
Activity month
Activity outcome
Activity priority
Activity start time
Activity status
Activity subject
Activity type
Activity year
Assigned to
Billing address 1
Billing address 2
Billing address 3
Billing city
Billing country
Billing postal code
Billing state
Client sivision
Client sivision ID
Client product
Client product ID
Client rate
Company active
Company main fax
Company main phone
Company name
Company type
Contact active
Contact address 1
Contact address 2
Contact address 3
Contact cell
Contact city
Contact country
Contact email
Contact fax
Contact first last
Contact first name
Contact last first
Contact last login date
Contact last name
Contact pager
Contact phone 1
Contact phone 2
Contact postal code
Contact salutation
Contact state
Contact title
Created by
Customer ID
Folder name
GL company ID
GL company name
Is a client
Is a vendor
Lead name
Link account manager
Link company name
Link contact owner
Link user name
Mailing address 1
Mailing address 2
Mailing address 3
Mailing city
Mailing country
Mailing postal code
Mailing state
Originated by
Private
Project client
Project full name
Project name
Project number
Project type
Task
Task constraint
Task constraint date
Task ID
Task line number
Task original complete date
Task original start date
Task plan complete date
Task plan complete month
Task plan complete year
Task plan start date
Updated by
User lead cell phone
User lead company name
User lead email
User lead fax
User lead first name
User lead full name
User lead last name
User lead pager
User lead phone 1
User lead phone 2
Vendor ID
Visible to client
Web site
Client level data
Accepts credit cards
Accepts VPay
Account manager active
Account team
Active
ASC_selected
BC commission percent
Billing address 1
Billing address 2
Billing address 3
Billing city
Billing country
Billing manager name
Billing name
Billing postal code
Billing state
Billing terms
Client ID
Client rate
Comments
Company name
Company owner
Company source
Company type
Contact name
Created by
Credit card used
Currency
Date added
Date updated
Days since last activity
Default AP account
Default billing method
Default company
Default expense account
Default layout name
Default office
Default project hourly rate
Default sales account
EIN number
Email card info to
Email invoices to
Estimate labor taxable
Estimate template
Expense rate sheet
Folder
Form 1099 box
Form 1099 type
Invoice template
IO commission percent
Is 1099
Is a client
Is a vendor
Labor get rate form
Labor rate sheet
Last activity assigned to
Last activity date
Last activity subject
Last activity type
Last modified by
Mailing address 1
Mailing address 2
Mailing address 3
Mailing city
Mailing country
Mailing postal code
Mailing state
Main fax
Main phone
Next activity assigned to
Next activity date
Next activity subject
Next activity type
No activity since
On hold
One invoice per
One line item per
One line item per fixed fee
One payment per invoice
Overhead client
Overhead vendor
Parent company
Parent company name
Payment address 1
Payment address 2
Payment address 3
Payment city
Payment country
Payment postal code
Payment state
Prebill broadcast at
Prebill insertions at
Primary contact name
Primary contact phone 1
Primary contact phone 2
Print DBA on check
Purchasing get rate form
Purchasing markup
Sales tax 1
Sales tax 2
Salesperson name
Title rate sheet
Vendor days net due
Vendor discount days
Vendor discount percent
Vendor ID
Vendor sales tax 1
Vendor sales tax 2
Web site
WWP current level
Company contact data (custom fields from the company & contact)
Account team
Anniversary date
Assistant
Assistant email
Assistant phone
Birthday
Children
Client rate
Company active
Company address 1
Company address 2
Company address 3
Company city
Company comments
Company country
Company main fax
Company main phone
Company name
Company owner
Company postal code
Company state
Company type
Company user defined 10
Contact active
Contact cell
Contact client vendor login
Contact comments
Contact division
Contact division ID
Contact email
Contact fax
Contact first last
Contact first name
Contact full name
Contact hourly cost
Contact hourly rate
Contact ID
Contact last first
Contact last login date
Contact last name
Contact pager
Contact phone 1
Contact phone 2
Contact product
Contact product ID
Contact salutation
Contact security group name
Contact system ID
Contact title
Contact WWP level
Customer ID
Date created
Date hired
Date updated
Default GL company of linked company
Department
Do not email
Do not fax
Do not mail
Do not phone
Hobbies
Home address 1
Home address 2
Home address 3
Home city
Home country
Home postal code
Home state
Is a client
Is a vendor
Last activity assigned to
Last activity date
Last activity subject
Linked company
Marketing groups
Next activity assigned to
Next activity date
Next activity subject
Other address 1
Other address 2
Other address 3
Other city
Other country
Other postal code
Other state
Personal work address 1
Personal work address 2
Personal work address 3
Personal work country
Personal work postal code
Personal work state
Personal work city
Reports to
Role
Salesperson
Source ID
Spouse or partner
Vendor ID
Web site
Company contact data (custom fields from the contact & company)
Account team
Anniversary date
Assistant
Assistant email
Assistant phone
Birthday
Children
Client rate
Company active
Company address 1
Company address 2
Company address 3
Company city
Company comments
Company country
Company main fax
Company main phone
Company name
Company owner
Company postal code
Company state
Company type
Company user defined 1
Company user defined 2
Company user defined 3
Company user defined 4
Company user defined 5
Company user defined 6
Company user defined 7
Company user defined 8
Company user defined 9
Company user defined 10
Contact active
Contact cell
Contact client vendor login
Contact email
Contact fax
Contact first last
Contact first name
Contact full name
Contact hourly cost
Contact hourly rate
Contact ID
Contact last first
Contact last login date
Contact last name
Contact pager
Contact phone 1
Contact phone 2
Contact product
Contact salutation
Contact security group name
Contact system ID
Contact title
Contact WWP level
Customer ID
Date company converted
Date contact converted
Date created
Date updated
Department
Do not email
Do not fax
Do not mail
Do not phone
Hobbies
Home address 1
Home address 2
Home address 3
Home city
Home country
Home postal code
Home state
Is a client
Is a vendor
Last activity assigned to
Last activity date
Last activity subject
Linked company
Next activity assigned to
Next activity date
Next activity subject
Other address 1
Other address 2
Other address 3
Other city
Other country
Other postal code
Other state
Personal work address 1
Personal work address 2
Personal work address 3
Personal work city
Personal work country
Personal work postal code
Personal work state
Reports to
Role
Sales person
Source ID
Spouse/ partner
Vendor ID
Web site
Opportunity activity data (conversations)
Account manager
AGI
Bid due date
Bid lead
Billable client
Close date actual
Close date est
Company address 1
Company address 2
Company address 3
Company city
Company client ID
Company country
Company main fax
Company main phone
Company name
Company owner
Company postal code
Company state
Company type
Competitors
Contact email
Contact phone
Converted to
Converted to type
Date converted
Date modified
Description
Folder
Forecasted close date
Forecasted close month
Forecasted close year
Forecasted sale amount
Labor amount
Last activity assigned to
Last activity date
Last activity subject
Lead stage
Lead stage display order
Lead start date
Lead status
Lead status active
Lead status display order
Margin
Margin amount
Media
Next activity assigned to
Next activity date
Next activity subject
Next steps
No activity since
Opportunity name
Opportunity owner name
Outcome
Outcome comment
Positive outcome indicator
Primary contact
Probability
Production
Project type
Sale amount
Sales person
Source ID
Stage date
User full name
Weighted sale amount
WWP budget
WWP budget comment
WWP current level
WWP decision makers
WWP decision makers comment
WWP needs _x003D_ supply
WWP needs _003D_ supply comment
WWP timeline
WWP timeline comment
Opportunity spec sheet data
Account manager
Bid due date
Bid lead
Close date actual
Close date est
Comments
Company name
Current status
Lead stage
Lead stage display order
Lead start date
Lead status
Lead status active
Lead status display order
Margin
Margin amount
Outcome
Outcome comment
Primary contact
Probability
Project type
Sale self perform amount
Sale subcontract amount
Sale total amount
Spec sheet description
Spec sheet display order
Spec sheet subject
Subject
Weighted sale amount