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 so you can transform raw operational data into data-driven decision making.

Not all objects are available to all companies and users. See below for what objects are in the dataset and who they are available to. See permissions for more information on how a user’s tool permissions impact what objects are available to them.

How are objects in the Dataset Joined?

Objects that have a relationship are linked by a join. When two objects in Enhanced Reporting are joined, they appear in the same row in a report. For example, a Company is joined to an User, therefore they will appear in the same row. Sometimes, two objects aren’t directly joined, but are joined through a third object. In this case, a field from that third object must be added to a report to show the connection between the first two. For example, an Company Distribution Group and a Company do not have a direct relationship, but a field from the User that does have a direct relationship with both will be added to a report, all three objects will appear in the same line.

The table below shows the joins of the objects in the dataset. To determine if two objects are joined, search for one across the top and the other on the side. The cell that corresponds to the column and row of the objects tells you if they are joined.

• If the cell shows “Join”, the objects are joined directly and fields from these objects will appear in the same row.

• If the cell shows “Join through numbered object,” the objects are indirectly joined through a third object. A field from that third object must be added to the report to see the data in the same row.

• If the cell shows “No join,” the objects do not have a relationship and data will not appear in the same row (the exception to this is if only measures from these objects have been added to the report).

Click to View Join Table

Legend

Join

Join through numbered object

1. Company (Vendor)

2. User

3. Project

4. Company Global Insurance

5. Company Project Insurance

6. Company Comments

7. Company Distribution Group

8. Contact

9. Project Distribution Group

10. Project Permissions

11. Company Permissions

NOTE: Company level permissions does not show permissions to custom tools. Project level permissions does not yet show permissions to correspondence or any custom correspondence types.

* Join only for project contacts

Updated Jointable CSS and JS