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Upland Analytics Data Sources / Views

When creating a report in Upland Analytics, data is collected from various Data Sources and presented it to end-users in a way that is understandable and ready to be analyzed.

Data Sources show you which Views you have access to from the database. The Views have been created to simplify the data selection process, allowing for easier report creation and less time consumed trying to understand complex data models.

Version Note: Available as of Tenrox 2018 R1 SP6.

Data Sources

The different Data Sources are grouped into categories so that it's easier for you to find the Fields you need when creating reports.

For example, all timesheet related Fields are grouped under "Timesheet".

Available Data Sources

The following Data Sources are available, when creating a report in Upland Analytics. Click on the ellipsis button located against each Data Source name for more information on the available Fields.

  1. Assignment Budget
  2. Audit Trail
  3. Client Purchase Order
  4. Expense
  5. Financial Planner
  6. Financial Planner Combined
  7. In Out Timesheet
  8. Invoice
  9. Leave Request
  10. Leave Time History
  11. Money Charge
  12. Organization
  13. Product
  14. Project Budget
  15. Project Scheduling
  16. Resource Bookings
  17. Revenue Batch
  18. Role Scheduling
  19. Skill Associations
  20. Task Budget
  21. Task Scheduling
  22. Timesheet
  23. User Scheduling
  24. WIP
  25. Work
  26. Work Process Entry

Note: The above pages are being updated as new information becomes available.