A dataset is a set of information about leads, deals, companies, contacts, and other Bitrix24 items. Each item has several datasets that pull data automatically from system fields and custom fields. You can use datasets to build charts and analyze business metrics.
In this article:
Datasets:
- Company — crm_company
- Company: custom fields — crm_company_uf
- Contact — crm_contact
- Contact: custom fields — crm_contact_uf
Examples:
Datasets
Select a dataset and create a chart.
Company — crm_company: Includes basic information about companies, such as their names, industry, details, and responsible users.
Company — crm_company
| Field | Description | Data type |
|---|---|---|
| ID | Company ID | Number |
| DATE_CREATE | Date and time the company record was created | Date |
| DATE_MODIFY | Date and time the company record was last updated | Date |
| CREATED_BY_ID | ID of the user who created the company record | Number |
| CREATED_BY | ID and name of the user who created the company record | String |
| CREATED_BY_NAME | Name of the user who created the company record | String |
| MODIFY_BY_ID | ID of the employee who updated the company record | Number |
| MODIFIED_BY_NAME | Name of the employee who updated the company record | String |
| MODIFIED_BY | ID and name of the employee who updated the company record | String |
| ASSIGNED_BY_ID | Responsible person ID | Number |
| ASSIGNED_BY | ID and name of the responsible person | String |
| ASSIGNED_BY_NAME | Name of the responsible person | String |
| OPENED | "Available to everyone" option in the company record: Y — yes, N — no | String |
| TITLE | Company name | String |
| ADDRESS_1 | Address 1 | String |
| ADDRESS_2 | Address 2 | String |
| ADDRESS_CITY | City | String |
| ADDRESS_POSTAL_CODE | Postal code | String |
| ADDRESS_REGION | Region | String |
| ADDRESS_PROVINCE | Province | String |
| ADDRESS_COUNTRY | Country | String |
| ADDRESS_COUNTRY_CODE | Country code | String |
| BANKING_DETAILS | Banking details | String |
| COMMENTS | Comments | String |
| COMPANY_TYPE_ID | Company type ID | String |
| COMPANY_TYPE_NAME | Company type name | String |
| COMPANY_TYPE | ID and name of the company type | String |
| INDUSTRY_ID | Industry ID | String |
| INDUSTRY_NAME | Industry name | String |
| INDUSTRY | ID and name of the company industry | String |
| REVENUE | Annual revenue | Number |
| CURRENCY_ID | Currency | String |
| EMPLOYEES | Number of employees | String |
| LEAD_ID | ID of the lead linked to the company | Number |
| ORIGINATOR_ID | ID of the external system where the company was created | String |
| ORIGIN_ID | Company ID in the external system | String |
| ORIGIN_VERSION | Version of the company data in the external system. Used to track changes and sync data | String |
| IS_MY_COMPANY | "My Company" flag: Y — yes, N — no. Marks your own companies | String |
| UTM_SOURCE | Ad source, UTM_SOURCE in the company record | String |
| UTM_MEDIUM | Advertising medium, UTM_MEDIUM in the company record | String |
| UTM_CAMPAIGN | Advertising campaign, UTM_CAMPAIGN in the company record | String |
| UTM_CONTENT | Advertising content, UTM_CONTENT in the company record | String |
| UTM_TERM | Ad term, UTM_TERM in the company record | String |
| PHONE | Phone | String |
| WEB | Website URLs linked to the company | String |
| String | ||
| IM | Messengers | String |
crm_company_uf — custom fields for companies. This dataset includes data from the custom fields you created, such as client categories, extra contact details, and other custom fields. You can use this data in a report.
crm_company_uf
| Field | Description | Data type | |||
|---|---|---|---|---|---|
| COMPANY_ID | Company ID | Number | |||
| DATE_CREATE | Date and time of creation | Date | |||
| UF_LOGO | Logo | String |
UF_CRM_"field number"
|
Data from the custom field with the specified number, for example UF_CRM_123456789. The number is assigned automatically when the field is created.
|
String |
| UF_STAMP | Company stamp | String | |||
| UF_DIRECTOR_SIGN | Director signature | String | |||
| UF_ACCOUNTANT_SIGN | Accountant signature | String |
crm_contact — contacts. This dataset includes core data from contact system fields. You can see who created the contact, who is responsible for it, and which company it is linked to.
crm_contact
| Field | Description | Data type |
|---|---|---|
| ID | Contact ID | Number |
| DATE_CREATE | Date and time the contact was created | Date |
| DATE_MODIFY | Date and time the contact was last updated | Date |
| CREATED_BY_ID | Creator ID | Number |
| CREATED_BY | ID and name of the creator | String |
| CREATED_BY_NAME | Creator name | String |
| MODIFY_BY_ID | ID of the employee who updated the contact record | Number |
| MODIFIED_BY_NAME | Name of the employee who updated the contact record | String |
| MODIFIED_BY | ID and name of the employee who updated the contact record | String |
| ASSIGNED_BY_ID | Responsible person ID | Number |
| ASSIGNED_BY | ID and name of the responsible person | String |
| ASSIGNED_BY_NAME | Name of the responsible person | String |
| OPENED | "Available to everyone" option in the contact record: Y — yes, N — no | String |
| COMPANY_ID | Company ID | Number |
| SOURCE_ID | Source ID | String |
| SOURCE_DESCRIPTION | Source description | String |
| NAME | First name | String |
| LAST_NAME | Last name | String |
| SECOND_NAME | Middle name | String |
| POST | Job title | String |
| ADDRESS_1 | Address 1 | String |
| ADDRESS_2 | Address 2 | String |
| ADDRESS_CITY | City | String |
| ADDRESS_POSTAL_CODE | Postal code | String |
| ADDRESS_REGION | Region | String |
| ADDRESS_PROVINCE | Province | String |
| ADDRESS_COUNTRY | Country | String |
| ADDRESS_COUNTRY_CODE | Country code | String |
| COMMENTS | Comments | String |
| LEAD_ID | ID of the lead linked to the contact | Number |
| EXPORT | Include in export: Y — yes, N — no | String |
| TYPE_ID | Type ID, for example CLIENT | String |
| ORIGINATOR_ID | ID of the external system where the contact was created | String |
| ORIGIN_ID | Contact ID in the external system | String |
| ORIGIN_VERSION | Version of the contact data in the external system. Used to track changes and sync data | String |
| BIRTHDATE | Date of birth | Date |
| HONORIFIC | Salutation code, for example HNR_RU_1 | String |
| FACE_ID | Face ID | Number |
| PHONE | Phone | String |
| WEB | Website URLs linked to the contact | String |
| String | ||
| IM | Messengers | String |
| UTM_SOURCE | Ad source, UTM_SOURCE in the contact record | String |
| UTM_MEDIUM | Advertising medium, UTM_MEDIUM in the contact record | String |
| UTM_CAMPAIGN | Advertising campaign, UTM_CAMPAIGN in the contact record | String |
| UTM_CONTENT | Advertising content, UTM_CONTENT in the contact record | String |
| UTM_TERM | Ad term, UTM_TERM in the contact record | String |
Contact: custom fields — crm_contact_uf: This dataset stores custom contact fields, such as last contact date or status.
Contact: custom fields — crm_contact_uf
| Field | Description | Field type |
|---|---|---|
| CONTACT_ID | Contact ID | Number |
| DATE_CREATE | Contact creation date and time | Date |
UF_CRM_"field ID"
|
Custom field value. The field ID is assigned during creation in the format UF_CRM_123456789.
|
String |
How to create a chart
Use datasets to visualize data and track performance. Charts help you understand how your team works with companies and contacts.
- Go to BI Builder.
- Open the Charts tab.
- Click + Chart.
- Select a dataset.
- If you don’t see the dataset you need, click Add a dataset.
- Choose a chart type (table, line chart, big number, and more).
- Click Create new chart.
How to combine datasets
You can combine datasets to include both standard and custom fields in one report.
- Go to SQL > SQL Lab.
- Select the bitrix24 schema.
- Enter your SQL query and click Run.
- Save the result as a dataset.
- Use this dataset to build charts.
Create a chart based on a virtual dataset
Example of an SQL query
Here's an SQL query to extract data from two datasets: companies (crm_company) and company custom fields (crm_company_uf). You can copy it and see how it works. Replace UF_CRM_"field ID" with your custom field before running the query.
SELECT crm_company.TITLE AS "Company name", crm_company.ASSIGNED_BY_NAME AS "Responsible person", crm_company_uf.UF_CRM_1730983962844 AS "Custom field", crm_company.PHONE AS "Company phone number", crm_company.EMAIL AS "Company email address", crm_company.WEB AS "Company website" FROM crm_company INNER JOIN crm_company_uf ON crm_company.ID = crm_company_uf.COMPANY_ID WHERE crm_company_uf.UF_CRM_1730983962844 IS NOT NULL AND crm_company_uf.UF_CRM_1730983962844 <> ''
SELECT: Chooses which data to extract. For example, the SELECT crm_company.TITLE AS "Company name" part does the following:
- Selects the company name
TITLEfrom thecrm_companydataset - Assigns it the name
Company name - Displays the result in a separate column
FROM: Specifies the main table for the query, such as the crm_company table containing company information.
INNER JOIN: Connects datasets and bends information in them. The query crm_company_uf ON crm_company.ID = crm_company_uf.COMPANY_ID connects two datasets by company ID.
WHERE: Filters the query results to show the rows where the custom field is not empty.
In brief
- Datasets store CRM data for leads, deals, companies, and contacts
- Each item includes datasets with standard and custom fields
- Main datasets:
crm_company,crm_company_uf,crm_contact,crm_contact_uf - Use datasets to build charts and track performance
- Use SQL to combine datasets and include custom fields in reports