Reporting on teams

As a system administrator or developer it is possible to design reports using information about teams. Both team and users fields are exposed in Query Design (Table lookup) so that getting hold of the data is straight forward. The database tables you're looking for are:

Team Tables

User-friendly name

System name

Description

Team

sym_team

Stores the team fields

Team member

sym_team_member

The linked table that is used to assign users to a team

These are the team fields available:

Team Fields

 

Alias

Source table

Description

Example

team_active

Team

Is the team active?

Yes

team_code

Team

The team code

Team A

team_description

Team

The team description

Conveyancing team

team_leader

Team member

Is the user a team leader?

No

Since a report would typically include all the tasks for specific teams and users, these are the task fields available:

Task Fields

 

Alias

Source table

Description

Example

diary_<diary type>_date

Diary

Task date

22/11/2012

diary_<diary type>_narrative

Diary

Task narrative

Produce costs letter

diary_<diary type>_task_date_started

Diary

Task started date

23/11/2012

diary_<diary type>_completed

Diary

Is task completed?

Yes

diary_<diary type>_task_date_completed

Diary

Task completed date

15/01/2013

Using these tables you can construct reports showing tasks by user and team, and filter by team using a lookup. For more information about creating report queries, refer to Report Design.