Settings & Other Business Objects

Quick Tutorial

The following Settings and other miscellaneous business objects are commonly used in queries. Review the descriptions to see how each can be joined with other business objects and what properties they include.

In This Article 

CsGeneralLookupTables

Contains all the lookup data created in iMIS General Lookup tables. There are likely multiple rows per lookup table in this BO, one row for each lookup option.

The code field may contain duplicate values so ensure that you filter on table_name to get the right lookup value.

Common joins

Some common joins are any field that uses a General Lookup table. The table will generally store the code value of the lookup. Use CsGeneralLookupTables.Code to link to your user defined field.

Properties

Table 77: Viewing properties for CsGeneralLookupTables
Property
Code
Description
SubstituteValue
TableName
Ncode

DateDimension

The Date Dimension business object contains a row for every day from 1/1/2000 to 12/31/2050 in order to more easily create reports and queries that require dates. Use this business object to report on fiscal year information. Use TheDate property to filter the report on specific dates. For an example, see Finding invoice amounts for each month.

Note: The DateDimension business object contains several fiscal properties (e.g., FiscalMonth, FiscalYear, FiscalYearBegin). These properties are determined by the fiscal month defined in the First month of fiscal year (number) setting (Settings > Finance > General).

Common joins

Some common joins include:

Table 78: Viewing common joins for DateDimension
Business Object Relation
InvoiceSummary DateDimension.TheDate = InvocieSummary.InvoiceDate
NetContactData DateDimension.TheDate = NetContactData.JoinDate

Properties

Table 79: Viewing properties for DateDimension
  Property
DayOfCalenderYear FiscalYearEnd
DayOfMonth FiscalYearMonth
DayOfWeek LastDayOfMonth
FiscalMonth NextWorkingDay
FiscalYear TheDate
FiscalYearBegin

MonthRef

Contains a row for every calendar month in order to more easily create reports and queries that require dates.

Common joins

Some common joins include:

Table 80: Viewing common joins for MonthRef
Business Object Relation
EngagementScoreMonthlyData EngagementScoreMonthlyData.Score Month = MonthRef.Month Number
CsDonationsDetail CsDonationsDetail.Fiscal Month = MonthRef.Month Number

Properties

Table 81: Viewing properties for MonthRef
  Property
MonthName
MonthNameShort
MonthNameUpper
MonthNameUpperShort
MonthNumber

YearRef

Contains a row for every year from 2000 to 2050 in order to more easily create reports and queries that require dates.

Common joins

Some common joins include:

Table 82: Viewing common joins for YearRef
Business Object Relation
EngagementScoreYearlyData YearRef.Year = EngagementScoreYearlyData.ScoreYear
CsDonations YearRef.Year = CsDonations.Fiscal Year

Properties

Table 83: Viewing properties for YearRef
  Property
FiscalYearBegin
FiscalYearEnd
Year
YearChar
YearShort
YearShortChar