Using Views without any User Defined Fields associated to PSA objects

In cases where an object in PSA has multiple User Defined Field(UDF) associations that might not be necessary for the generation of a respective report, administrators with the Upland Analytics Administrator permission have the option to create a custom Data Source using Views specifically designed without UDFs.

A particularly advantageous aspect of this approach arises when dealing with objects in PSA that have multiple UDF associations that might not be necessary for generating specific reports. In such scenarios, administrators have the option to create custom Data Sources using Views that specifically exclude User Defined Fields . By adopting this method, UDFs are omitted from the dataset used for report generation, resulting in significantly improved overall report performance.

  • Charge Entry: UA_CHARGE_ENTRY_ NO_UDF
  • Client List: UA_CLIENT_LIST_ NO_UDF
  • Client PO List: UA_CLIENT_PO_LIST_ NO_UDF
  • Expense Entry Extended: UA_EXPENSE_ENTRY_EXTENDED_ NO_UDF
  • Group List: UA_GROUP_LIST_ NO_UDF
  • Leave Request: UA_LEAVE_REQUEST_ NO_UDF
  • Milestone List: UA_MILESTONE_LIST_ NO_UDF
  • Portfolio List: UA_PORTFOLIO_LIST_ NO_UDF
  • Product Entry: UA_PRODUCT_ENTRY_ NO_UDF
  • Program Summary: UA_PROGRAM_SUMMARY_ NO_UDF
  • Project List: UA_PROJECT_LIST_ NO_UDF
  • Project Status Report: UA_PROJECT_STATUS_REPORT_ENTRY_ NO_UDF
  • Role List: UA_ROLE_LIST_ NO_UDF
  • Task List: UA_TASK_LIST_ NO_UDF
  • User List: UA_USER_LIST_BASIC_ NO_UDF
  • Work Item Entry: UA_WORK_ITEM_ENTRY_ NO_UDF
  • Work Process Entry: UA_WORK_PROCESS_ENTRY_ NO_UDF
  • Work Type List: UA_WORK_TYPE_LIST_ NO_UDF

Caution: You must have a clear understanding of the database schema to be able to manage data sources and views. Database schemas are blueprints of how the data is organized in the database. UA allows for great flexibility in managing the data sources and views but it is only recommended for users with knowledge and understanding of the database schemas and its administration.

To utilize these Views, you must:

  1. Select the SQL view:
    1. Access the Data Views list page (Analytics Settings > Data Views)
    2. Click New.
    3. After establishing the connection click Show Views.
    4. From the SQL Views Available dialog box select the required View.
    5. If required, modify the Title and add a Description.
    6. Click Save.
  2. Create a new Data Source from Analytics Settings > Data Sources. For further details refer to: Create a data source article.
  3. Then edit the Data source and join the SQL View which was added in Step 1. For further details refer to Edit a data source.