How do I include Record ID in a Grid or Report?

How do I include Record ID in a Grid or Report?

Many firms use the ID of a Record as a point of reference.

However, adding the RecordID column to a Grid or including it within a report in the Report Assistant results in unhelpful output like this:

Instead, select the UIRecordID column.

This will display the Record IDs as expected.


    • Related Articles

    • Navigating a Record

      Note: If you are still using the Legacy Record layout, see Navigating a Record (Legacy) for more details. Being able to quickly navigate and access all needed Record sections will drive your efficient use of AdvisorEngine CRM. The following ...
    • Navigating a Record (Legacy)

      Note: The following article describes the sections and options available in the legacy Record layout. The current Record layout contains the same sections and options with a different interface. See Record Navigation Overview for more details if you ...
    • Record Workspace Overview

      The Record Workspace of AdvisorEngine CRM provides access to a Grid of all accessible Records in your database. The Record Workspace is accessed from the Records tile of the Home screen or by clicking Records > Records from the Site Navigation. Some ...
    • Record Detail Overview (Legacy)

      Note: The following article describes the sections and options available in the legacy Record layout. The current Record layout contains the same sections and options with a different interface. See Record Detail Overview for more details if you are ...
    • Important Record Fields

      This guide is intended to help you identify a list of fields that we at AdvisorEngine consider to be important for a number of different reasons. The importance could be for compliance purposes, business metrics and analytics, client segmentation, ...