When you create an Advanced Search Formula, you'll choose a Search List in the Search List field (step 5 above). The Search List determines which records your formula can calculate against. The following table describes each available Search List — what it represents and where to find the underlying data in Aspire.
| Search list | What it represents | Where to find it in Aspire |
|---|---|---|
| Accounts Receivable | Outstanding customer invoice balances (aged receivables). | Reports > Standard Reports > Administration > A/R Aging |
| Activity | Activities — emails, tasks, appointments, and issues. | Dashboard > To Do List > Search Activities |
| AR Aging List | Invoices with payments and credit memos, aged by due date. | Reports > Standard Reports > Administration > A/R Aging List |
| As Needed Exceptions | As-needed service visits flagged as exceptions. | Scheduling module (as-needed exceptions) |
| Audit Time | Clock in/out time-audit entries for an employee. | Scheduling > Schedule Board > Weekly Time Review > Clock Time Audit |
| Auto Expense | Auto-generated expense items for completed subcontracted tickets. | Reports > Standard Reports > Sales > Auto Expense |
| Bank Deposit | Individual bank deposits. | Invoicing > Deposits |
| Catalog Item | Items in the item catalog (material, labor, sub, equipment, other). | Administration > Estimating > Manage Items |
| Clock Time | Employee clock in/out time entries. | Scheduling > Schedule Board > Weekly Time Review |
| Clock Time Audit | Audit trail of edits to clock-time entries. | Scheduling > Weekly Time Review > Clock Time Audit |
| Company | Companies that contacts can be associated with. | Administration > Configuration > Company |
| Contact | Individuals with a contact record. | Contacts (Navigation Bar) |
| Contract Renewal | Contracts due for renewal, including those already renewed. | Reports > Standard Reports > Sales > Contract Renewals |
| Credit Memo | Credit memos issued against invoices. | Reports > Standard Reports > Accounting > End of Month > Credit Memos |
| Daily Plan Report | Daily crew / route work plan. | Scheduling > Daily Plan |
| Depreciation Report | Equipment that depreciated during the period. | Equipment > Depreciation Report |
| Employee Incidents | Recorded employee incidents. | Reports > Standard Reports > Administration > Employee Incidents |
| EOM Labor (Details) | End-of-month labor detail records. | Reports > Standard Reports > Accounting > End of Month > Labor |
| Equipment | Equipment items. | Equipment (Navigation Bar) |
| Equipment Reading Log | Equipment meter / reading entries. | Equipment > Reading Logs |
| Equipment Service Logs | Equipment service-log entries. | Equipment > Service Log |
| Inventory Adjustments | Adjustments to inventory quantities for the period. | Reports > Standard Reports > Accounting > End of Month > Inventory tab |
| Inventory Allocation | Inventory levels for catalog items marked as inventory. | Purchasing > Inventory |
| Inventory Cost Adjustments | Adjustments to item costs for inventory items. | Reports > Standard Reports > Accounting > End of Month > Inventory tab |
| Inventory Job Materials | Inventory materials allocated to jobs. | Reports > Standard Reports > Accounting > End of Month > Inventory tab > Job Inventory Materials |
| Inventory Variance | Items whose purchase cost differed from catalog cost. | Reports > Standard Reports > Accounting > End of Month > Inventory tab |
| Invoice | Invoices created in Aspire. | Invoicing > Invoices |
| Invoice Adjustments | Adjustments made to invoices. | Reports > Standard Reports > Accounting > End of Month > Revenue tab > Invoice Adjustments |
| Invoice Batch (Details) | Line detail within an invoice batch. | Invoicing > Invoice Batches |
| Invoice Batch (Search) | Invoice batches. | Invoicing > Invoice Batches |
| Invoice Jurisdiction | Tax-jurisdiction breakdown on invoices. | Reports > Standard Reports > Accounting > Tax Entity |
| Invoice Payments | Payments applied to invoices. | Invoicing > Invoices > Payments tab |
| Invoice Retainage | Retainage held on invoices. | Invoicing > Invoices (retainage) |
| Invoice Revenue | Invoiced-revenue records. | Reports > Standard Reports > Accounting > End of Month > Revenue tab > Invoices |
| Invoice Revenue to Costs | Invoiced revenue compared with costs. | Reports > Standard Reports > Executive > Invoice Revenue to Costs |
| Invoicing Assistant | Recommended invoices from won opportunities. | Invoicing > Invoicing Assistant |
| Job Inventory | Inventory items used on jobs. | Purchasing > Inventory |
| Opportunity | Opportunities. | Opportunities (Navigation Bar) |
| Opportunity (Property) | Opportunities for a selected property. | Properties > select a property (opportunities list) |
| Opportunity Service Report | Services contained in opportunity estimates. | Reports > Standard Reports > Sales > Opportunity Service |
| Over Under Adjustments | Over / under revenue-adjustment records. | Reports > Standard Reports > Accounting > End of Month > Revenue tab > Over/Under |
| P&L Monthly Labor | Monthly P&L labor records. | Reports > Standard Reports > Executive > Profit and Loss Monthly |
| Payment | Customer payments recorded in Aspire. | Invoicing > Payments |
| Payment Jurisdiction | Tax-jurisdiction breakdown on payments. | Reports > Standard Reports > Accounting > Tax Entity |
| Process Electronic Payments | Electronic payments to process / log. | Invoicing > Electronic Payments Log |
| Property | Properties established in Aspire. | Properties (Navigation Bar) |
| Property Client Budget | Work-order opportunities in a property's client budget. | Properties > select property > Report > Client Budget |
| Property Site Audit | Site audits for a selected property. | Properties > select property > Previous Site Audit |
| Purchasing Assistant | Recommended purchases from estimate materials. | Purchasing > Purchasing Assistant |
| Receipt | Purchase receipts created in Aspire. | Purchasing > Purchase Receipts |
| Report Favorite | Reports saved as favorites by the user. | Reports > Favorites tab |
| Revenue Over Under | Opportunities where earned and invoiced revenue differ. | Reports > Standard Reports > Accounting > Revenue Over Under |
| Revenue Over/Under | Over / under revenue (alternate view). | Reports > Standard Reports > Accounting > Revenue Over Under (also reachable via Reports > Standard Reports > Accounting > End of Month > Revenue tab > Over/Under) |
| Revenue Variance | Revenue-variance records. | Reports > Standard Reports > Accounting > End of Month > Revenue tab > Revenue Variance |
| Route | Routes created in Aspire. | Administration > Scheduling > Manage Routes |
| Route Scheduling | Assignment of properties to routes. | Reports > Standard Reports > Production > Property Route Assignments |
| Sales Commission | Invoices per opportunity used to calculate commissions. | Reports > Standard Reports > Accounting > Sales Commission |
| Sales Scorecard | Opportunities behind a sales rep's scorecard values. | Contacts > select user > Scorecard tab |
| Schedule | Scheduled work and visits. | Scheduling > Schedule Board |
| Schedule an Event | Opportunity services to schedule as events. | Scheduling > Schedule Board > Bulk Actions > Schedule an Event |
| Service | Services established in Aspire. | Administration > Estimating > Manage Services |
| Services Due | Maintenance services coming due. | Equipment > Maintenance Due |
| Site Audit | Site audits. | Reports > Standard Reports > Sales > Site Audits |
| Sub Ticket/Expense Exception | Subcontractor ticket / expense exceptions. | Reports > Standard Reports > Production > Sub Ticket/Expense Exception |
| Time Entry | Employee time allocations to jobs. | Reports > Standard Reports > Administration > Time Entry |
| To Do List Activity | Activities in the Dashboard To Do List. | Dashboard > To Do List |
| Transaction List | Invoice, payment, and credit transactions for a property. | Properties > select property > Report > Transaction List |
| Vendor | Vendors providing materials / services. | Administration > Application > Lists > Vendor |
| Weather Events | Logged weather events. | Reports > Standard Reports > Production > Weather Events |
| Weekly Time Review | One row per week of employee time. | Scheduling > Schedule Board > Weekly Time Review |
| Work in Progress | WIP cost / revenue by opportunity over a period. | Reports > Standard Reports > Production > Work In Progress |
| Work in Progress (Work Orders) | WIP for work-order opportunities. | Reports > Standard Reports > Production > Work In Progress (Work Orders) |
| Work Ticket | Work tickets. | Work Tickets (Navigation Bar) |
| Work Ticket (Generic) | Work tickets (generic list view). | Work Tickets module |
| Work Ticket (Move Cost) | Work tickets for moving / swapping costs. | Scheduling > Time Entry > Swap Ticket Cost |
| Work Ticket (Opportunity) | Work tickets tied to an opportunity. | Opportunities > select opportunity > Job Reports |
| Work Ticket (P&L Monthly) | Work tickets on the monthly P&L. | Reports > Standard Reports > Executive > Profit and Loss Monthly |
| Work Ticket (P&L) | Work tickets on the completed-work P&L. | Reports > Standard Reports > Executive > Completed Work Profit and Loss |
| Work Ticket Activity | Activities logged on work tickets. | Work Tickets (ticket activities) |
| Work Ticket Time Entry | Time entries on work tickets. | Scheduling > Open Time Entry |
| Work Ticket Transaction | Work-ticket activity for a specific day. | Reports > Standard Reports > Production > Work Ticket Transaction |
| Work Ticket Visits | All visits on work tickets. | Reports > Standard Reports > Production > Work Ticket Visits |