Report Data Warehouse view descriptions

The following table lists all views currently available in the Autotask Report Data Warehouse. All view names begin with wh_, and the list is sorted alphabetically by the label following the wh_.

A brief description of the view appears next to the view name. For details on the columns available in each view, download the Report Data Warehouse Schema spreadsheet.

NOTE  The terminology in Report Data Warehouse does not always match terms that appear in the Autotask user interface. For example, the term "company" appears in the UI and Report Data Warehouse uses the term "account" for the same entities. For more information, refer to Report Data Warehouse.

View Name Description
wh_account Stores the base fields that describe Companies, for example, those fields found in the Company Detail page. User-defined fields are in wh_account_udf. Company contact fields are in wh_account_contact.

wh_account_category

Stores the Account Category settings, also known as Classifications.
wh_account_contact Stores base fields that describe company contacts, for example, those fields in the Contact Detail page, > CRM > Search > Contacts > click Contact name. User-defined fields are in wh_account_contact_udf.
wh_account_contact_udf Stores user-defined fields for company contacts. Base fields are in wh_account_contact.
wh_account_invoice_email_template_preference Maps companies to a specific invoice email template.
wh_account_invoice_preferences Stores the billing preference settings for a company.
wh_account_location Stores fields that describe a company's locations, including id, location name, address & other contact information as configured through CRM > Companies > Company Detail > Context menu > Locations.
wh_account_resource Maps Companies to resources that are members of client teams associated with the companies as configured through > CRM > Search Companies > right-click Edit Company > Account Team.
wh_account_type Stores the available Company Types as displayed in the Company Type drop-down menu in the Add Company or edit Company pages.
wh_account_udf Stores user-defined fields for Companies. Base fields are in wh_account.
wh_address_format Stores fields that describe address formats available for display in Autotask.
wh_allocation_code Stores base fields for Billing Codes. Billing Codes are configured through > Admin > Finance, Accounting, and Invoicing, and applied to resource activities.
wh_allocation_code_group Enumerates Billing Code Groups.
wh_allocation_code_rule Stores Billing Code Rules as applied to Expense Categories configured through the Rules tab of the Add or Edit Expense Category page, accessed through > Admin > Finance, Accounting & Invoicing > Billing Codes > Expense Categories.
wh_allocation_code_type Enumerates Billing Code Types. Billing Code types are pre-set and assigned to a Billing Code based on the Billing Code page tab from which the code is added. For example, all Billing Codes added through > Admin >Finance, Accounting & Invoicing > Billing Codes > Internal Time tab are of type Internal Time.
wh_allowed_time_off Stores maximum allowed Time Off limits, that is, personal time, vacation, etc. for each resource for the calendar year.
wh_appointment Stores fields that describe Appointments as scheduled through the Dispatch Calendar.
wh_approver_resource Maps Resources designated as timesheet or expense approvers to their approvees. Timesheet approvers are assigned through > Admin > Features & Settings > Resources/Users (HR) > Resources/Users (HR) > Resources/Users > New or Edit Resource > Approvers tab.
wh_approver_type Enumerates Approver types, for example, timesheet approver.
wh_attachment Stores fields that describe Attachments added to notes, resources, companies, etc.
wh_attachment_account Maps Attachments associated with companies to the associated companies.

wh_attachment_expense_item

Maps Attachments associated with expense items to the associated expense item.
wh_attachment_expense_report Maps Attachments associated with expense reports to the associated expense reports.
wh_attachment_note Maps Attachments associated with notes to the associated notes.
wh_attachment_project Maps Attachments associated with projects to the associated projects.
wh_attachment_resource Maps Attachments associated with resources to the associated resources.
wh_attachment_task Maps Attachments associated with tasks to the associated tasks.
wh_attachment_type Enumerates types of attachments, for example, URL or resource photo attachment.
wh_backup_device_kernel_version Stores the fields that describe the kernel version (id and name) for devices audited by Datto RMM.
wh_backup_device_operating_system_version Stores the fields that describe the OS version (id and name) for devices audited by Datto RMM.
wh_backup_device_zfs_version Stores the fields that describe the ZFS version (id and name) for devices audited by Datto RMM.
wh_billing_item Stores fields that describe items that have gone through the approve & post process, that is, items submitted for billing.
wh_billing_item_type Removed with 2016.1 release.
wh_billing_milestone Stores fields describing Billing Milestones as specified in > Admin > Finance, Accounting & Invoicing > Billing Codes and applied to contracts.
wh_billing_milestone_status Enumerates billing Milestone Statuses ( > Admin > Contracts > Contracts & Un-Posting), for example, In Progress, as applied to fixed price contracts.
wh_billing_preference_type Enumerates the Billing Preference Types available to associate with contracts in the Contract Wizard.
wh_billing_pricing_method Describes the pricing methods available for non-Standard billing types.
wh_billing_sub_type Enumerates the billing sub-types in Autotask, for example, Ticket Labor, Task Labor.
wh_billing_type Enumerates the billing types in Autotask, for example, Labor, Cost Milestone.
wh_business_division Stores the fields that describe the first (division) level of lines of business.
wh_business_division_subdivision Stores the fields that describe the combination of first and second (line of business) level of lines of business.
wh_business_division_subdivision_resource Stores the resources IDs of resources associated with each combination of division and line of business.
wh_business_hours Stores the fields that describe location specific preferences for internal location hours, for example, time zone.
wh_business_structure_setting Stores the mapping of lines of business to QuickBooks classes.
wh_business_subdivision Stores the fields that describe the second (line of business) level of lines of business.
wh_change_request_approval_board Stores the fields that describe Change Advisory Boards, as specified in > Admin > Features & Settings > Service Desk (Tickets) > Change Advisory Boards.
wh_change_request_problem_incident Stores information that maps Incident and Problem Tickets to a Change Request Ticket.
wh_competitor Stores the fields that describe Competitors, configured through > Admin >CRM > Companies and optionally associated with Companies.
wh_contact_billing_product Describes the billing products associated with a contact.
wh_contract Stores the fields that describe Contracts, for example, those fields that appear in the Contract Wizard and edit Contract views.
wh_contract_billing_rule Stores the fields that describe contract billing rules of contacts and assets.
wh_contract_billing_rule_pricing_tier Describes the price tiers associated with billing rules for contacts or assets.
wh_contract_block Stores fields that describe Contract Blocks associated with Block Hour contracts.
wh_contract_block_notification_rule
NOTE: This view along with "wh_contract_block_repurchase_rule" has been replaced by
"wh_contract_repurchase_notification_rule" and "wh_contract_repurchase_notification_rule_recipient" -- use the new views. 		Stores fields that describe Notification rules for Block Hour Contracts as specified through the Notification Rules option available when you right-click a block hour contract in the > Contracts > Contracts search results grid > click a Contract.
wh_contract_block_repurchase_rule
NOTE: This view along with "wh_contract_block_ notification_rule " has been replaced by
"wh_contract_repurchase_notification_rule" and "wh_contract_repurchase_notification_rule_recipient"
-- use the new views.		 Stores rules for repurchase of Block Hour Contract blocks as specified through the Notification Rules option available when you right-click a block hour contract in the > Contracts > Contracts search results grid > click a Contract.
wh_contract_category Enumerates Contract Categories as configured through > Admin > Contracts & Un-Posting > Contract Categories and available to assign to a contract.

wh_contract_cost_default

Stores charge defaults for a contract.

wh_contract_exclusion_allocation_code

Describes a billing Work Type (Allocation Code) that is excluded from the contract.

wh_contract_exclusion_role

Describes a billing Role that is excluded from the contract

wh_contract_exclusion_set Describes a set of roles and work types that are excluded from a contract. An exclusion set can be applied to multiple contracts.
wh_contract_exclusion_set_allocation_code Describes a billing Work Type (Allocation Code) that is excluded from the contract the set is applied to.
wh_contract_exclusion_set_role Describes a billing Role that is excluded from the contract the set is applied to.

wh_contract_exclusion_set_subissue_type

Describes a Ticket sub-issue type that is excluded from the contract to which the set is applied.

wh_contract_exclusion_subissue_type

Describes a Ticket sub-issue type that is excluded from the contract.
wh_contract_rate Stores the fields that describe Rates configured for contracts.
wh_contract_repurchase_notification_rule Stores the fields that describe all Repurchase/Notification rules created for block, retainer, and per ticket contracts. Rules are added from the Contract Summary view (Search Contracts > open Contract > contract Menu > Notification Rules). All rule types do the following: When a contract unit (block, retainer, or Per Ticket purchase) gets below the rule threshold it will automatically repurchase the number of units at the rate specified in the rule and send an email to all the specified recipients. Refer to "wh_contract_repurchase_notification_rule_
recipient."
wh_contract_repurchase_notification_rule_recipient Stores the contacts and resources specified to receive notification when a contract repurchase/notification rule is triggered. Either resource_id or account_contact_id will always be null. Note that "additional_email_addresses" are stored in "wh_contract_repurchase_notification_rule."
wh_contract_resource_role_internal_cost Stores the resource id, contract Id, role id and cost rates for Contract Internal Costs added to Autotask contracts.
wh_contract_service Maps Contracts to Services associated with the contracts.

NOTE: wh_contract_service.units is deprecated; join to wh_contract_service_period for count of units
wh_contract_service_adjustment Stores fields that describe Adjustments made to contract service charges.
wh_contract_service_bundle Maps Contracts to associated service bundles.

NOTE: wh_contract_service_bundle.units is deprecated; join to wh_contract_service_bundle_period for count of units
wh_contract_service_bundle_adjustment Stores fields that describe Adjustments made to Charges for Service Bundles associated with contracts.
wh_contract_service_bundle_period Maps Contracts to time periods set for Service Bundles associated with the Contracts.
wh_contract_service_period Maps Contracts to time periods set for Services associated with the Contracts.
wh_contract_type Enumerates Contract types, for example, Fixed Price or Block Hour.
wh_contract_udf Pivoted view. Stores contract user-defined fields. Base fields are in wh_contract.For non-pivoted view of Contract UDF data, refer to wh_udf_value_contract.
wh_cost_product Stores fields that describe Cost details associated with a Product.
wh_cost_product_status Enumerates the statuses available to apply to product costs: 1 -Picked, 2 -On Order, 3-New, 5 -Ready to Deliver/Ship, 7 -Delivered/Shipped Full
wh_country Stores the countries available in the Country lists in the Autotask interface along with their display name and assigned address format.
wh_crm_note Stores fields that describe Notes associated with the CRM module.
wh_crm_note_type Enumerates the Note Types available to assign to CRM Notes.
wh_crm_todo Stores the fields that describe CRM To-Dos and appear in New or Edit To-Do pages in the CRM module.
wh_crm_todo_type Enumerates the Types available to assign to CRM To-Do.
wh_currency Stores fields that describe Currency types associated with expense line items that appear in Expense Reports.

wh_dashboard_tab

Stores the fields that describe individual tabs/pages on your dashboard that contain widgets.
wh_department Stores fields that describe the Departments configured through > Admin > Features & Settings > Your Organization and associated with Locations, Roles, and Resources.
wh_department_resource Maps Departments to the Resources associated with the departments.
wh_device_audit_antivirus_status Stores the fields that describe the antivirus status (id and name) for devices audited by Datto RMM.
wh_device_audit_architecture Stores the fields that describe architecture information (id and name) for devices audited by Datto RMM.
wh_device_audit_device_type Stores the fields that describe device type information (id and name) for devices audited by Datto RMM.
wh_device_audit_display_adaptor Stores the fields that describe display adaptor information (id and name) for devices audited by Datto RMM.
wh_device_audit_domain Stores the fields that describe domain information (id and name) for devices audited by Datto RMM.
wh_device_audit_firmware

Stores the fields that describe firmware information (id and name) for devices audited by Datto RMM.

wh_device_audit_manufacturer Stores the fields that describe manufacturer information (id and name) for devices audited by Datto RMM.
wh_device_audit_mobile_network_operator Stores the fields that describe mobile network operator information (id and name) for devices audited by Datto RMM.
wh_device_audit_model Stores the fields that describe model information (id and name) for devices audited by Datto RMM.
wh_device_audit_motherboard Stores the fields that describe motherboard information (id and name) for devices audited by Datto RMM.
wh_device_audit_operating_system Stores the fields that describe operating system information (id and name) for devices audited by Datto RMM.
wh_device_audit_operating_system_name Stores the fields that describe operating system name information (id and name) for devices audited by Datto RMM.
wh_device_audit_operating_system_version Stores the fields that describe operating system version information (id and name) for devices audited by Datto RMM.
wh_device_audit_patch_status Stores the fields that describe the patch status (id and name) for devices audited by Datto RMM.
wh_device_audit_processor Stores the fields that describe processor information (id and name) for devices audited by Datto RMM.
wh_device_audit_service_pack Stores the fields that describe service pack information (id and name) for devices audited by Datto RMM.
wh_device_audit_software_management_status Stores the fields that describe the software management status (id and name) for devices audited by Datto RMM.
wh_device_monitor_type Stores the fields that describe monitor type information (id and name) for the Datto RMM integration.

wh_display_format_time

Enumerates the fields that describe the time format.

wh_domain_name_registrar

Stores the fields that describe the domain name registrar.
wh_email_type Enumerates the Email types available to associate with Resource email addresses.
wh_expense_item Stores the fields that describe Expense Line Items that are added to an expense report. Data for the overall expense report is in wh_expense_report.
wh_expense_item_type Enumerates the Expense Types available to associate with an expense line item.
wh_expense_payment_type Enumerates the Payment Types available to associate with an expense line item.
wh_expense_report Stores the fields that describe Expense Reports. The fields that describe individual line items added to the expense report are in wh_expense_item.
wh_expense_status Enumerates the Statuses available to apply to expense reports.
wh_export_batch Stores the fields that describe Exported Data.
wh_export_type Enumerates Export Types available to associate with an export.
wh_gender Enumerates gender choices to assign to resources.
wh_general_ledger Stores the fields that describe General Ledger Names and numbers as configured through > Admin > Features & Settings > Finance, Accounting & Invoicing > General Ledger Accounts, and applied to cost allocations.
wh_holiday Stores the fields that describe individual Holidays. Holidays are grouped into holiday sets, which are stored in wh_holiday_set.
wh_holiday_set Stores the fields that describe Holiday Sets. Holiday Sets are configured groups of the selected individual holidays stored in wh_holiday.
wh_hours_of_operation Stores the fields that describe hours during which service is available for an internal location, including regular business hours and extended hours, as specified in the Edit Internal Location page, Hours tab.
wh_installed_product Stores base fields that describe Assets (that is, Configuration Items). Assets are Products that are associated with a Company and managed through > CRM > Assets. General Asset user-defined fields (UDFs) are stored in wh_installed_product_udf. Asset site configuration user-defined fields are stored in wh_site_configuration_udf.
wh_installed_product_billing_product Describes the billing products associated with an asset.

wh_installed_product_category

Stores fields that describe Asset Categories. Asset Categories are configured in > Admin > Features & Settings > Assets > Asset Categories.
wh_installed_product_udf Pivoted view. Stores user-defined fields for Assets (Configuration Items). Base fields for Assets are stored in wh_installed_product.

For non-pivoted view of Asset UDF data, refer to wh_udf_value_installed_product.
wh_installed_product_udf_group Enumerates Asset UDF Groups. Groups are unique to Asset UDFs.
wh_installed_product_udf_group_detail Stores the fields that describe Asset UDF Groups.
wh_inventory_item Stores the base fields that describe the inventory and the current on hand quantity.
wh_inventory_item_serial Stores the serial numbers that are assigned to inventory items. The relationship between the item and the serial numbers is a one-to-many relationship.
wh_inventory_location Stores the base fields that describe inventory locations.
wh_inventory_order Stores base fields that describe the inventory orders.
wh_inventory_order_product Stores the product fields in an inventory order including the quantity ordered and the inventory location it is ordered for.

wh_inventory_order_receipt

Stores the fields that describe the receipt of an inventory order. A single wh_inventory_order_receipt row can be associated with multiple wh_inventory_receive rows.
wh_inventory_order_status Enumerates the statuses available to assign to inventory orders.
wh_inventory_receive Stores the fields that describe items received on inventory orders.
wh_inventory_receive_serial Records the serial numbers of received items.

wh_inventory_return_type

Enumerates the return types available to associate with an inventory stock item: 1 - Returned, 2 - Refurbished, 3 - Clearance Item

wh_inventory_stock

Stores the fields that describe the set of items with one product that was received at one time with one cost from one vendor.

wh_inventory_stock_item

Stores the fields that describe an actual item, or collection of items, that is bought, sold, or moved around inventory.

wh_inventory_stock_item_status

Enumerates the statuses available to associate with an inventory stock item: 1 - Available, 2 - Picked, 3 - Reserved, 4 - Delivered, 5 - Removed
wh_inventory_transfer Stored base fields that describe the transfer of the inventory items between inventory locations, projects or tickets.
wh_inventory_transfer_serial Maps serial numbers to multiple inventory item instances on an inventory transfer.
wh_inventory_transfer_type Describes the type of the inventory transfer. The type could be between inventory locations, projects or tickets.
wh_invoice Stores the fields that describe Invoices generated through the Approve and Post process.
wh_invoice_additional_field Stores the fields that describe the custom fields that users can add to the invoice, including Name, default value, sort order and active status.
wh_invoice_additional_field_value Stores the data tracked in additional invoice fields, by invoice ID.
wh_invoice_email_template Stores the fields that describe the invoice email messages that are used to email invoices to customers, as configured in Admin > Features & Settings > Finance, Accounting & Invoicing > Invoice Email Messages.
wh_invoice_email_template_contact Maps a customer contact to the invoice email message template selected for a company.
wh_issue_type Stores the fields that describe the Issue Types configured through > Admin > Features & Settings > Service Desk (Tickets) > Issue and Sub-issue Types and available to assign to tickets.
wh_key_account_icon Stores the fields that describe Autotask Classifications, icon images that provide a visual identifier to classify Companies.
wh_knowledgebase_article Stores the fields that describe a knowledgebase article including title, body, created by resource, and additional data
wh_knowledgebase_article_comment Stores comments added to knowledgebase articles
wh_knowledgebase_article_ticket Stores the information that links knowledgebase articles with associated tickets
wh_knowledgebase_category Enumerates the knowledgebase categories used to organize knowledgebase articles. Categories are hierarchical.

wh_knowledgebase_checklist_item

Store fields that describe an knowledgebase checklist.

wh_knowledgebase_document

Stores the fields that describe a knowledgebase document including title, body, created by resource, and additional data

wh_knowledgebase_document_category

Enumerates the knowledgebase categories used to organize knowledgebase documents. Categories are hierarchical.

wh_knowledgebase_note

Stores the fields that describe a note associated with a knowledgebase article or document.

wh_knowledgebase_note_article

Maps a knowledgebase article to a knowledgebase note (wh_knowledgebase_note).

wh_knowledgebase_note_document

Maps a knowledgebase document to a knowledgebase note (wh_knowledgebase_note).
wh_knowledgebase_publish_to_type Enumerates the publish types available for knowledgebase articles.

wh_knowledgebase_ticket_tag

Stores the tags associated with an knowledgebase article.
wh_line_of_business Stores fields that describe company lines of business that are configured through > Admin > Features & Settings > Your Organization and used to categorize Projects.
wh_location Stores fields that describe company Internal Locations configured through > Admin > Features & Settings > Your Organization and associated with Resources.
wh_login_log_autotask Stores the fields that track login activity for the Autotask application.
wh_login_log_client_access Stores the fields that track login activity for the Client Portal application. Client Portal is an Autotask add-on that allows clients to be assigned project tasks and to access project information.
wh_market_segment Stores the fields that describe Market Segments, configured through > Admin > Features & Settings > Companies & Contacts and associated with Company detail information.
wh_name_salutation Stores the fields that describe the salutations available to precede a contact or resource name.
wh_name_suffix Stores the fields that describe suffixes available to follow a contact or resource name.
wh_note Stores the fields that describe Notes that users can add to several Autotask entities, for example, Company, Task, Contract.
wh_note_account Maps Company Notes to the associated companies.
wh_note_account_contact Removed with 2019.1 release.
wh_note_contract Maps Contract Notes to the associated contracts.
wh_note_installed_product Stores the fields that associate an asset with asset notes.
wh_note_parent_type Enumerates the Note Type Categories available to assign to a Note Type. The Note Parent Type determines where a note type is available in Autotask and what entity it will be associated with. For example, a Note Type with Note Parent Type of Task is available to assign to notes added to Tasks; if the Note Parent Type is Project, the note is available to assign to notes added to Projects.

wh_note_product

Associates a note with a product.
wh_note_project Maps Project Notes to the associated project.
wh_note_publication_type Maps publication types to notes as specified through Publish Choice for Project notes.
wh_note_task Maps Task Notes to the associated tasks.
wh_note_type Enumerates Note Types configured through > Admin > Features & Settings > Application-Wide (Shared) Features > Note Types and assigned to notes.
wh_opportunity Stores base fields that describe the Opportunities associated with companies and managed through the CRM module. User-defined fields are in wh_opportunity_udf.
wh_opportunity_advanced_fee_label Enumerates the Advanced Fee field labels that are configured through > Admin > Features & Settings > Sales & Opportunities and appear in CRM > Opportunity add and edit views.

wh_opportunity_category

Stores fields that describe Opportunity Categories. Opportunity Categories are configured in > Admin > Features & Settings > Sales & Opportunities > Opportunity Categories.

wh_opportunity_checklist_item

Store fields that describe an opportunity's checklist.
wh_opportunity_loss_reason Stores the fields that describe loss reasons for opportunities
wh_opportunity_rating Maps wh_opportunity.opportunity_rating_id to the rating label displayed in the UI.
wh_opportunity_stage Enumerates Opportunity Stages configured through > Admin > Features & Settings > Sales & Opportunities and assigned to opportunities.
wh_opportunity_stage_change Stores the fields that specify dates when Stage changes occur for Opportunities.
wh_opportunity_status Enumerates Opportunity Statuses available to assign to opportunities.
wh_opportunity_udf Pivoted view. Stores user-defined fields for Opportunities. Base fields are in wh_opportunity.For non-pivoted view of Opportunity UDF data, refer to wh_udf_value_opportunity.
wh_opportunity_win_reason Stores the fields that describe win reasons for opportunities
wh_overdraft_policy Enumerates Overdraft policies available to assign as a Rule to the Expense Categories that are configured through > Admin > Features & Settings > Finance, Accounting, & Invoicing > Billing Codes > Expense Categories (Overdraft Policies appear on the Rules tab). Expense Categories are applied to Expense Reports.
wh_payment_term Stores fields that describe Payment Terms as configured through > Admin > Features & Settings > Finance, Accounting, & Invoicing and applied to Invoices.
wh_payment_type Stores fields that describe Payment Types as configured through > Admin > Features & Settings > Finance, Accounting, & Invoicing and applied to some Contract types.
wh_payroll_type Enumerates the type of payroll configurations, for example, salary, available to assign to a resource through > Admin > Features & Settings > Resources/Users (HR) > Resources/Users (HR)> Resources/Users > Edit Resource > HR tab.
wh_pending_overall Stores fields that describe all pending billing items, that is, items submitted for billing but not yet posted.
wh_performance_metric Stores fields that describe Performance Metrics for service desk and CRM sales quotas as configured in > Admin > Features & Settings > Sales & Opportunities and displayed on the Dashboard.
wh_performance_metric_type Enumerates Performance Metric Types available to assign to performance metrics.
wh_person Stores the fields that identify a company contact OR resource.
wh_phase_budget Maps Project Phases to Contract Rates to model phase budgets.
wh_posted_overall Contains data used for profitability reporting. Use this view to sum up revenue and cost for a contract.

NOTE  There may not be a row for each individual billing item in this view. Time entries that were "split" in Approve and Post are combined back into a single row in this view.
wh_price_list_material_code Stores price list details for material codes
wh_price_list_product Stores price list details for Products.
wh_price_list_product_pricing_tier Describes the pricing tiers associated with a product on the price list, including prices in different currencies.
wh_price_list_role Stores price list details for roles
wh_price_list_service Stores price list details for Services.
wh_price_list_service_bundle Stores price list details for Service Bundles.
wh_price_list_work_type_modifier Stores price list details for modifiers applied to Work Types.
wh_priority Stores fields that describe Priorities as configured through > Admin > Features & Settings > Service Desk (Tickets) and assigned to tickets and tasks.
wh_product Stores base fields that describe Products as defined through > Admin > Features & Settings > Products & Services > Products. User-defined fields are in wh_product_udf.
wh_product_billing_type Stores the fields that describe product billing types.
wh_product_category Stores Product Categories as configured through > Admin > Features & Settings > Products & Services and assigned to Products.
wh_product_pricing_tier Stores the fields that describe the pricing tiers for products on the product list.
wh_product_udf Pivoted view. Stores product user-defined fields. Base fields are in wh_product. For non-pivoted view of Product UDF data, refer to wh_udf_value_product.
wh_product_vendor Stores fields that describe a Product Vendor.
wh_project Stores base fields that describe Projects as defined through the Projects module. User-defined fields are in wh_project_udf.
wh_project_account_contact Maps Projects to company contacts to store the project's client team.
wh_project_calendar Stores the fields that describe Project Calendar items.
wh_project_calendar_display_type Enumerates the Display Types available for the project calendar.
wh_project_category Enumerates the Project categories previously associated with a Business Objective.
wh_project_cost Stores the fields that describe Charges associated with a Projects, Tickets and Contracts.
wh_project_cost_type Enumerates Charge Types available to assign to projects through Charges in the Project Summary view.
wh_project_phase Stores the fields that describe Project Phases.
wh_project_resource Maps Projects to Resources to store the project's internal resource team.
wh_project_status Enumerates the Project Statuses configured through > Admin > Features & Settings > Projects & Tasks and assigned to projects.
wh_project_task_category Stores the fields used to manage Task Categories, for example, name, created by resource, and last modified time.
wh_project_type Enumerates the Project Types available to assign when creating a project.
wh_project_udf Pivoted view. Stores user-defined fields for projects. Base fields are in wh_project.

For non-pivoted view of Project UDF data, refer to wh_udf_value_project.
wh_queue Stores the fields that describe service desk Queues as configured through > Admin > Features & Settings > Service Desk (Tickets > Queues and associated with Resources and assigned to tickets.
wh_queue_resource Maps service desk Queues to their associated Resources.
wh_quickbooks_invoice_method Stores name, description and ID of QuickBooks invoice methods.
wh_quote Stores the fields that describe Quotes that are generated in Autotask . Individual quote line items are in wh_quote_item.
wh_quote_approval_status Stores the fields that describe the internal quote approval statuses.
wh_quote_external_approval_status Stores the fields that describe the external quote approval statuses.
wh_quote_item Stores the fields that describe Line Items associated with Quotes generated in Autotask. The overall quote is in wh_quote.
wh_quote_item_type Maps quote_item_type_id to quote item types.
wh_rate_modification_type Enumerates Modification Types available.
wh_recurring_ticket Stores the fields that describe Recurring Ticket Masters as created through New > Recurring Ticket.
wh_reference_attribute For workflow rules, enumerates the available Condition and Action attributes.
wh_resource Stores the fields that describe the company's Autotask Resources, that is, all users with an Autotask License, as added and managed through > Admin > Commonly Used > Resources (Users) > New.

wh_resource_dashboard_tab

Stores the fields that describe a resource's individual tabs/pages on their dashboard that contain widgets.

wh_resource_dashboard_tab_group

Stores the fields that describe a group of the resource's individual tabs/pages on their dashboard that contain widgets.
wh_resource_rate_history Stores the Rate History for resources as new rates are applied through > Admin > Commonly Used > Resources (Users) > right-click > Edit Resource > HR tab.
wh_resource_type Enumerates the types that can be assigned to Autotask Resources, for example, resource or contractor through > Admin > Commonly Used > Resources (Users) > right-click > Edit Resource > HR tab.

wh_rma_request

Stores the fields that describe an individual RMA request.

wh_rma_status

Stores the fields that describe the status of an RMA request.

wh_rma_type

Stores the fields that describe the type of an RMA request.
wh_role Stores the fields that describe the Roles that represent resource activities and are associated with Resources and Departments.
wh_sales_lead Stores the fields that describe Sales Leads as configured through > Admin > Features & Settings > Sales & Opportunities and applied to Opportunities in the CRM module.
wh_sales_order Store the fields that describe a Sales Order, a Procurement module feature that is created when the Won Opportunity Wizard is used to close an Opportunity. Can be edited in the CRM module.
wh_sales_order_udf Stores sales order user-defined fields.
wh_sales_quota Stores the fields that describe Sales Quotas specified for Resources through > Admin > Features & Settings > Sales & Opportunities and displayed in the Resources' CRM Dashboards.
wh_sales_region Stores information that describes Sales Regions configured through > Admin > Features & Settings > Companies & Contacts and associated with Territories as a Parent Region.
wh_salutation This view has been removed. Refer to wh_name_salutation.

wh_send_from_email_type

Enumerates send from email types (Support Email, Other, Customer Alternate Email 1, etc).
wh_service Stores the fields that describe Services as configured through > Admin > Features & Settings > Products & Services and applied to contracts.
wh_service_bundle Stores the fields that describe Service Bundles as configured through > Admin > Features & Settings > Products & Services and applied to contracts.
wh_service_bundle_service Maps Services to Service Bundles that include the service.
wh_service_call Stores the fields that describe service desk Service Calls that are generated through the Service Desk and can be associated with tickets, tasks, and resources.

wh_service_call_status

Stores the fields that describe Service Call statuses.
wh_service_call_status_type Stores the fields that describe Service Call status types.
wh_service_call_task Maps Service Calls to associated project tasks and tickets.
wh_service_call_task_resource Maps Service Calls to resources associated with tasks assigned to the Service Call. Used to determine whose calendar shows service calls for multi-resource project tasks.
wh_service_level_agreement Stores the fields that describe Service Level Agreements (SLAs), for example, those fields that appear in the Add/Edit Service Level Agreement page.
wh_service_level_agreement_event_dates Stores the fields that specify date/ time information for the occurrence of Service Level Agreement events.
wh_service_level_agreement_event_type Enumerates the Service Level Agreement Event Types available to map to ticket statuses when using service level agreements in Autotask.
wh_service_level_agreement_objective Stores the fields that describe Service Level Agreement (SLA) objectives, for example, those fields that appear in the Add/Edit Service Level Agreement page under Objectives.
wh_service_period_type Enumerates Service Period types available to assign to Services configured through Admin > Products and Services > Services > Services and applied to contracts.
wh_shipping_type Stores the fields that describe Shipping Types configured through > Admin > Features & Settings > Finance, Accounting, & Invoicing and applied to quotes generated through the Autotask Quotes Management module.
wh_site_configuration_udf Pivoted view. Stores user-defined fields for site configuration information for Assets (Configuration Items).

Base fields are in wh_installed_product. For non-pivoted view of Site Configuration UDF data, refer to wh_udf_value_site_configuration.
wh_skill Stores the fields that describe Skills that are configured through > Admin > Features & Settings > Resources/Users (HR) > Skills Management and can be associated with resources.
wh_skill_category Stores the fields that describe the Categories configured through > Admin > Features & Settings > Resources/Users (HR) > Skills Management and used to group Skills. Note the all skills must be associated with a Skill Category.
wh_skill_resource Maps Skills to Resources associated with the skills.

wh_ssl_certificate_authority

Stores the fields that describe the issued by authority for an SSL Certificate.

wh_ssl_certificate_signature_algorithm

Stores the fields that describe the signature algorithm for an SSL Certificate.

wh_ssl_certificate_subject_alternative_name

Stores the fields that describe the subject alternative name(s) for an SSL Certificate.
wh_subissue_type Stores Sub-Issue Types added to Issue Types configured through the > Admin > Features & Settings > > Service Desk (Tickets > Issue and Sub-Issue Types and available to assign to tickets.
wh_subscription Stores the fields that describe Subscriptions as configured through the Subscriptions tab in the Add or Edit Asset page ( > CRM > Search > Assets > Edit Asset, or Company Detail > context menu > Assets > Add Asset) and are passed through to billing.
wh_subscription_period Stores the fields that describe Subscription Periods for subscriptions associated with assets.
wh_subscription_period_type Enumerates the Subscription Period Types available to assign to subscriptions associated with an asset. The values it is capable of displaying are: o, Once-Only, One-Time, m, Monthly, Monthly, q, Quarterly, Quarterly, s, Semi-Annually, Semi-Annual, and y, Yearly, Yearly.
wh_subscription_udf Pivoted view. Stores user-defined fields for subscription information for Subscriptions.

Base fields are in wh_subscription. For non-pivoted view of Subscription UDF data, refer to wh_udf_value_subscription .
wh_survey Stores all basic information for each survey created ( > Admin > Features & Settings > Application-Wide (Shared) Features > Surveys) and provides the survey information that is used to join to all of the other survey views.
wh_survey_question Stores all survey questions included in each survey in wh_survey.
wh_survey_question_response_type Enumerates the survey question response types available for use with questions stored wh_survey_question.
wh_survey_result_notification Stores information that determines when notifications should be sent out with respect to survey responses, and to whom.
wh_survey_result_question Stores all answers for questions stored in wh_survey_question.
wh_survey_result_total Stores the aggregate survey results broken up by questions relating to resources, contacts, and companies. Joins to the wh_survey_sent view on survey_sent_id.
wh_survey_sent Stores a record of all instances of surveys sent, including the details of each survey and when it was sent.
wh_task

Stores base fields that describe Project Tasks and Tickets. User-defined fields are in wh_task_udf (for tasks) or wh_ticket_udf (for tickets).

For non-pivoted view of Task UDF data, refer to wh_udf_value_task.

Fields that describe project phases are stored in wh_project_phase.

This view does not return Taskfire tickets.
wh_task_account_contact Maps Client Tasks generated with the optional Client Portal add-on to Company Contacts.
wh_task_billing_milestone Maps project Tasks to associated billing milestones.

wh_task_checklist_item

Store fields that describe a task's checklist item.
wh_task_dependency Stores fields that define dependencies between predecessor and successor tasks as configured through the Add Task or Edit Task views in the Project module.
wh_task_library_category Stores fields that define Task Library Categories as configured through > Admin > Features & Settings > Projects & Tasks > Task Categories.
wh_task_library_item Stores fields that describe items added to the Task Library and available through the new or edit Task views.
wh_task_resource Maps Tasks to secondary resources assigned to the task. Primary resources are stored in wh_task as assigned_resource_id or assigned_account_contact_id.
wh_task_status Enumerates the Statuses configured through > Admin > Features & Settings > Projects & Tasks > Task and Ticket Statuses and available to assign to tasks.

wh_task_ticket_tag

Stores the tags associated with a task.
wh_task_time_tracking Stores fields that describe task time entries (when task time was added or edited by a user).
wh_task_time_tracking_column Lookup table for the column name for the task time tracking column data.
wh_task_time_tracking_column_data Actual data that was added or edited in the time entry, showing old and new data. Links back to the column table for the column name.
wh_task_tracking Stores the fields that track ticket and task activities, that is, ticket and task history.
wh_task_type Enumerates the Task Types available to assign to tasks through the Add Task or Edit Task pages.
wh_task_udf Pivoted view. Stores user-defined fields for project tasks. Base fields are in wh_task. For non-pivoted view of Task UDF data, refer to wh_udf_value_task.
wh_tax_category Stores the fields that describe a tax category in Autotask. Used with tax regions to determine total tax to charge a customer.
wh_tax_group This view has been removed. Tax charged to a customer is now based on the customer's Tax Region (wh_tax_region) and the Tax Category assigned to the cost items (wh_tax_category).
wh_tax_item This view has been removed. Tax charged to a customer is now based on the Total Effective Tax Rate as determined by the Tax Category (wh_tax_category)and the Tax Region (wh_tax_region) and stored in wh_tax_region_category.
wh_tax_region Stores the fields that describe an area, usually geographic, that shares a common tax rate for specified cost items.
wh_tax_region_category Stores the fields that describe the intersection of a tax region with a tax category to determine the total effective tax rate.
wh_tax_region_category_tax Stores the fields that describe the tax charged to a company, located in the specified tax region, for purchased items that are assigned the specified tax category. Indicates whether tax_region_category_tax is compounded.
wh_template_people_type Enumerates Types of Template People (Id, name, description)
wh_territory Stores Sales Territories configured through > Admin > Features & Settings > Companies & Contacts.
wh_territory_resource Maps Resources to associated Sales Territories.
wh_thermometer_rating Stores the potential rating values for thermometer ratings ("Happy", "Neutral", or "Unhappy").
wh_ticket_category Stores the fields used to manage Ticket Categories, for example, name, created by resource, and last modified time, for both system Ticket Categories and Categories created by your company.

wh_ticket_change_approval_status

Enumerates the approval statuses available to a change request ticket.

wh_ticket_change_approval_type

Enumerates the approval type available to a change request ticket: 1 - All approvers must approve, 2 - One approver must approve

wh_ticket_change_request_approval

Stores the fields that describe an approval/rejection for a change request ticket.
wh_ticket_checklist_item Store fields that describe a ticket's checklist item.
wh_ticket_secondary_contact Stores fields that describe contacts, other than the Primary Contact, that are associated with a ticket.
wh_ticket_secondary_installed_product Stores fields that describe additional assets that are associated with a ticket.
wh_ticket_source Stores fields that describe Ticket Sources as configured through > Admin > Features & Settings > Service Desk (Tickets) > Sources and assigned to tickets.

wh_ticket_tag

Enumerates ticket tags.
wh_ticket_thermometer_rating Stores fields that describe an individual thermometer rating response as received by a customer.
wh_ticket_time_tracking Stores fields that describe ticket time entries (when ticket time was added or edited by a user).
wh_ticket_time_tracking_column Lookup table for the column name for the ticket time tracking column data.
wh_ticket_time_tracking_column_data Actual data that was added or edited in the time entry, showing old and new data. Links back to the column table for the column name.
wh_ticket_type Enumerates the ticket types
wh_ticket_udf Pivoted data. Stores user-defined fields for tickets. Base fields are in wh_task.

For non-pivoted view of Ticket UDF data, refer to wh_udf_value_ticket.
wh_tier_approval Stores the fields that describe the approver and approval tier for a time off request or timesheet.
wh_time_item Stores the fields that describe timesheets time record rows. Individual hours are in wh_time_subitem. Some Taskfire time entries (time_item_type_id = 3) may be associated with a Taskfire ticket, which are not returned via the wh_task view.
wh_time_item_type Enumerates Types of Time Items, specifically Straight Hours or Start/Stop Time.
wh_time_off_request Stores the fields that contain data for Time Off Requests.
wh_time_off_status Enumerates the statuses available to apply to time off requests.
wh_time_report Stores the fields that contain timesheet data. Individual time record rows are in wh_time_item. Individual hours are in wh_time_subitem.
wh_time_status Enumerates Time Entry Statuses available for association with time entries when entering time from a task or ticket or in a weekly time sheet.
wh_time_subitem Stores the fields that contain the data for timesheet hours. Timesheet record rows are in wh_time_item.
wh_time_zone Stores fields that describe Time Zone information.
wh_tracking_action Lookup table for task or ticket actions (add or edit, etc.). Links back to time tracking column data tables for tasks and tickets.
wh_travel_restriction Enumerates the categories for specifying restrictions on a resource's travel availability, as assigned through > Admin > Features & Settings > Resources/Users (HR) > Resources/Users (HR) Resources/Users > new or edit Resource > HR tab.
wh_udf_category Enumerates the UDF categories, for example, Companies, Tasks, Tickets, etc. Every UDF is associated with one category.
wh_udf_field_definition Stores the fields that describe the user-defined fields.
wh_udf_list_definition Stores the fields that describe the list options available for UDFs that are list type.
wh_udf_value_account Non-pivoted view. Stores Company user-defined fields.
Base fields for Companies are stored in wh_account.

This view maps to the UDF table without pivoting data.
For pivoted Company UDF data, refer to wh_account_udf.

wh_udf_value_account_multiple_selection

Non-pivoted view. Stores Company multi-select list user-defined fields.
Base fields for Companies are stored in wh_account.

This view maps to the UDF table without pivoting data.
For pivoted Company UDF data, refer to wh_account_udf.
wh_udf_value_contact

Non-pivoted view. Stores Contact user-defined fields.
Base fields for Contacts are stored in wh_account_contact.

This view maps to the UDF table without pivoting data.
For pivoted Contact UDF data, refer to wh_account_contact_udf.

wh_udf_value_contact_multiple_selection

Non-pivoted view. Stores Contact multi-select list user-defined fields.
Base fields for Contacts are stored in wh_account_contact.

This view maps to the UDF table without pivoting data.
For pivoted Contact UDF data, refer to wh_account_contact_udf.
wh_udf_value_contract

Non-pivoted view. Stores Contract user-defined fields.
Base fields for Contracts are stored in wh_contract.

This view maps to the UDF table without pivoting data.
For pivoted Contract UDF data, refer to wh_contract_udf.
wh_udf_value_installed_product

Non-pivoted view. Stores user-defined fields for Assets (Configuration Items).
Base fields for Assets are stored in wh_installed_product.

This view maps to the UDF table without pivoting data.
For pivoted Product UDF data, refer to wh_installed_product_udf.

wh_udf_value_installed_product_multiple_selection_reference

Non-pivoted view. Stores multi-select list user-defined fields for Assets (Configuration Items).
Base fields for Assets are stored in wh_installed_product.

This view maps to the UDF table without pivoting data.
For pivoted Product UDF data, refer to wh_installed_product_udf.
wh_udf_value_opportunity

Non-pivoted view. Stores user-defined fields for Opportunities.
Base fields for Opportunities are stored in wh_opportunity.

This view maps to the UDF table without pivoting data.
For pivoted Product UDF data, refer to wh_opportunity_udf .

wh_udf_value_opportunity_multiple_selection

Non-pivoted view. Stores multi-select list user-defined fields for Opportunities.
Base fields for Opportunities are stored in wh_opportunity.

This view maps to the UDF table without pivoting data.
For pivoted Product UDF data, refer to wh_opportunity_udf.
wh_udf_value_product

Non-pivoted view. Stores product user-defined fields for Products.
Base fields are in wh_product.

This view maps the UDF table without pivoting data.
For pivoted Product UDF data, refer to wh_project_udf.
wh_udf_value_project

Stores user-defined fields for projects.
Base fields are in wh_project.

This view maps to the UDF table without pivoting data.
For pivoted Product UDF data, refer to wh_project_udf.
wh_udf_value_site_configuration

Stores user-defined fields for site configuration information for Assets (Configuration Items).
Base fields are in wh_installed_product.

This view maps to the UDF table without pivoting data.
For pivoted Product UDF data, refer to wh_site_configuration_udf.
wh_udf_value_subscription

Stores user-defined fields for subscription information for Subscriptions.
Base fields are in wh_subscription.

This view maps to the UDF table without pivoting data.
For pivoted Product UDF data, refer to wh_subscription_udf.
wh_udf_value_task

Stores user-defined fields for project tasks.
Base fields are in wh_task.

This view maps to the UDF table without pivoting data.
For pivoted Product UDF data, refer to wh_task_udf.

wh_udf_value_task_multiple_selection

Stores multi-select list user-defined fields for project tasks.
Base fields are in wh_task.

This view maps to the UDF table without pivoting data.
For pivoted Product UDF data, refer to wh_task_udf.
wh_udf_value_ticket

Stores User-defined fields for tickets.
Base fields are in wh_task.

This view maps to the UDF table without pivoting data.
For pivoted Product UDF data, refer to wh_ticket_udf.

wh_udf_value_ticket_multiple_selection

Stores multi-select list user-defined Fields for tickets.
Base fields are in wh_task.

This view maps to the UDF table without pivoting data.
For pivoted Product UDF data, refer to wh_ticket_udf.
wh_work_type_modifier Stores the modifiers for a given work type.
wh_workflow_notification_recipient Describes workflow rule notification recipients that are not role based (implicit).
wh_workflow_rule Stores the fields that describe workflow rules created under > Features & Settings > Application-Wide (Shared) Features in the Admin module, including name, description, entity type, event details, and role based (implicit) notification recipients.
wh_workflow_rule_action Defines the actions available to apply to workflow rules.
wh_workflow_rule_condition Defines the condition available to apply to workflow rules.
wh_workgroup Stores fields that describe workgroups as configured through > Admin > Features & Settings > Resources/Users (HR) > Resources/Users (HR) > Workgroups and displayed through the Dispatch Calendar.
wh_workgroup_resource Maps Workgroups to the Resources associated with the Workgroup.