Understanding datasets and the fields relevant to your MSP's needs helps create accurate reports and dashboards that reflect operational realities, facilitate meaningful insights, and drive strategic decisions for growth.
The Activity Data dataset in ConnectWise Manage includes information about activities logged in the system. These activities usually represent tasks, communications, or events associated with specific entities like tickets, opportunities, or projects. This dataset is essential for tracking interactions, managing time, and optimizing operational workflows within your MSP.
This article lists the fields for the Activity Data dataset as a guide in creating your reports.
| Field | Type | DB Type | Description |
| inactive_flag | boolean | boolean | Indicates if the activity is marked inactive within the system |
| type | text | text | Identifies activities into types like call, meeting, or task |
| date_entered | DateTime | DateTime | The exact date and time when a record is initially created within the system |
| closed_by | text | text | Identifies the team member who set the status of the ticket to Closed |
| entered_by | text | text | The name of the individual or system that created a record, such as a ticket, opportunity, or activity |
| closed_flag | boolean | boolean | Specifies whether a ticket has been closed or remains open or unresolved |
| updated_by | text | text | Records the username or identifier of the person or system that last modified a record, such as a ticket, agreement, or contact |
| assign_to | text | text | The individual or team member accountable for managing and progressing a particular item |
| reminder_flag | boolean | boolean | Indicates if a reminder or follow-up action has been set for a specific record, such as a ticket, project, or service agreement |
| date_closed | DateTime | DateTime | The date and time when a ticket, service request, or project is officially marked as closed |
| phone_nbr | text | text | The phone number associated with a particular record, typically a company, contact, or ticket |
| assigned_by | text | text | The user or agent who assigned the current ticket, task, or work order to a particular team member or technician |
| contact_name | text | text | The name of a contact associated with a specific company or ticket in the system |
| id | number | number | The unique identifier assigned to records (e.g., tickets, companies, opportunities, agreements) within the system |
| subject | text | text | A brief summary or title for a ticket, activity, or other record within the system |
| sr_location_desc | text | text | The specific location where a service request is being made or where an issue has occurred |
| Location | text | text | The physical location associated with various entities such as companies, contacts, tickets, or service agreements |
| last_update | DateTime | DateTime | the timestamp indicating the most recent update made to a specific record, such as a ticket, company, or agreement |
| notify_complete_flag | boolean | boolean | Indicates when a notification is sent to a user or contact when a service ticket or project task has been marked as completed |
| close_flag | boolean | boolean | |
| reminder_time_desc | text | text | The description or details about the time of a scheduled reminder |
| company_name | text | text | The full name of a client or organization within your system |
| opportunity_recid | text | text | The unique identifier assigned to each opportunity record within the database |
| agr_name | text | text | The Agreement Name associated with a particular record |
| reminder_minutes | number | number | The number of minutes before an activity's scheduled start time that a reminder is triggered |
| status | text | text | The current state or progress of an item, such as a service ticket, sales opportunity, or project task |
| ticket_number | text | text | The unique identifier automatically assigned to each ticket created within the system |
| company_id | text | text | The unique identifier for companies within the system |
| opportunity_name | text | text | Identifier for sales opportunities within the system |
| so_activity_recid | number | number | Sales Order Activity Record Identifier |
| state_id | text | text | The State/Province information of a Location |
| marketing_id | text | text | Custom identifiers or codes related to marketing campaigns, customer segments, or promotional activities |
| so_activity_type_id | text | text | Uniquely identifies different activity types within the Sales Order module |
| activity_points | number | number | The set of activity points tied to a given activity in the system. |
| company_type | text | text | Categorization of a companys based on based on its type or business model |
| date_time_end | datetime | datetime | The timestamp that indicates when a specific service, task, or activity was completed or ended |
| date_time_start | datetime | datetime | The date and time when a service ticket, project, or activity is scheduled to begin |
| notes | text | text | Detailed comments, observations, or contextual information related to tickets |
| no_start_time_flag | boolean | boolean | Indicates whether a ticket, project, or task has a scheduled start time |
| due_date | date | date | The date by which a specific task, service request, or ticket is expected to be completed or resolved |
| day_of_week | text | text | The day of the week associated with a specific event, ticket, or activity |
| assigned_to_fullname | text | text | The full name of the agent or technician who is assigned to a specific service ticket or task |
| mapped_company_name | text | text | The company name to which variations of this name across different integrations are mapped |
| bus_group | text | text | A grouping mechanism within ConnectWise that helps organize and manage different sets of companies |