Clients & Profits Data Dictionary

About the Data Dictionary

The key to printing custom reports is knowing which files contain the information you need. For example: to print a client list, a custom report would include fields from the CLIENT file. To print a job cost report, a custom report would contain fields from the COSTS file.

You can mix fields from different files on the same report to show more information. For example, a custom job summary report can show task totals (from the JOB_TASK file), the client name (from the CLIENT file), the status description (from the STATUS_CODES file), and the job name (from the JOBS file).

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Field Information

Each data file entry includes:

• Field names and types
• Field lengths and descriptions
• Index information for performance
• Related data files

Need Help?

For assistance with exporting data or creating custom reports, see our technical documentation and support resources.

Exporting Data from Clients & Profits