Directory & Portfolio
The Directory and Portfolio dataset can report on comprehensive Directory data across companies, users, projects, insurance, comments, and distribution groups. Use this data set to create custom reports.
To learn how permissions impact which objects are available to users in a report, see How do 360 report permissions work?
To learn about the different types of join relationships, see How do I use joins to connect data in 360 Reports?
Summary of Join Relationships
Object | Direct Joins | Indirect Joins via Named Object in Bold | Notes |
|---|---|---|---|
Company (Vendor) | User, Project, Company Global Insurance, Company Project Insurance, Company Comments | User: Company Distribution Group, Contact, Project Permissions, Company Permissions, Project Granular Permissions, Company Granular Permissions | None |
User | Project, Company Distribution Group, Contact, Project Permissions, Company Permissions, Project Granular Permissions, Company Granular Permissions | None | Join only for Project Contacts: Project Distribution Group |
Project | Company (Vendor), User, Company Global Insurance, Company Project Insurance, Project Permissions, Company Permissions, Project Granular Permissions, Company Granular Permissions | None | None |
Company Global Insurance | Project | None | None |
Company Project Insurance | Project | None | None |
Company Comments | Company (Vendor) | None | None |
Company Distribution Group | User | User: Company (Vendor) | Join only for Project Contacts: User |
Contact | User | User: Company (Vendor) | None |
Project Distribution Group | User | None | Join only for Project Contacts: User |
Tool Configuration | None | None | None |
Project Permissions | User, Project | User: Company (Vendor) | None |
Company Permissions | User | User: Company (Vendor) | None |
Project Granular Permissions | User Project | User: Company (Vendor) | None |
Company Granular Permissions | User | User: Company (Vendor) | None |