Overview
This article covers the top recommended Aspire reports to help you manage your snow business operations.
Things to know
These are recommended lists, not required. Use them as a starting point to create saved lists for you and your team.
Each report includes which filters to set and which display fields to add.
All reports in this article are found in the Work Ticket, Activities, or Purchasing modules.
Snow reports
Report # | Report name | Location in Aspire | Role |
|---|---|---|---|
1 | T&M Pending Approval | Work Ticket module | Production Manager |
2 | Fixed Payment Contract Ticket Review | Work Ticket module | Executive, Branch, or Operations Manager |
3 | Per Service Occurrence Pricing Pending Approval | Work Ticket module | Production Manager |
4 | Open or Scheduled Tickets with Zero Costs and Revenue | Work Ticket module | Production Manager |
5 | Completed Snow Tickets by Date | Work Ticket module | Production Manager |
6 | Open or Scheduled Tickets with Costs and Revenue | Work Ticket module | Production Manager |
7 | Range Billing Switch List Pending Approval | Work Ticket module | Production Manager |
8 | Open Snow Issues | Activities module | Executive, Branch, or Operations Manager |
9 | Event Sub Expense | Purchasing module | Purchaser |
10 | Fixed Payment Snow Subs | Purchasing module | Purchaser |
Report #1: T&M pending approval list
Use this report to review time and materials tickets that are waiting for approval before they can be invoiced. This helps you keep the approval process moving so invoicing isn't held up.
Report name | T&M Pending Approval List |
Location in Aspire | Work Ticket module |
Filter fields | Invoice Type > T&M and T&M on Completion, Work Ticket Status Code > Pending Approval, Division > Snow |
Display fields | Property Name, Work Ticket Number, Service Look Up, Act Hrs, Material Cost Actual, Sub Cost Actual, Earned Revenue, Completed Date |
Sort fields | None |
Group fields | Service Name Look Up, Completed Date |
Report #2: Fixed payment contract ticket review
Use this report to review completed tickets on fixed payment contracts. It helps you check for revenue adjustments and make sure completed work is recorded correctly.
Report name | Fixed Payment Contract Ticket Review |
Location in Aspire | Work Ticket module |
Filter fields | Invoice Type > Fixed Payment, Opportunity Type > Contract, Division > Snow |
Display fields | Property Name, Work Ticket Number, Service Look Up, Act Hrs, Material Cost Actual, Sub Cost Actual, Revenue, Earned Revenue, Gross Margin, Status |
Sort fields | None |
Group fields | Property Name |
Report #3: Per service occurrence pricing pending approval
Use this report to find per-service snow tickets that are waiting for pricing approval. This helps you catch tickets that need attention before they can move forward to invoicing.
Report name | Per Service Occurrence Pricing Pending Approval |
Location in Aspire | Work Ticket module |
Filter fields | Invoice Type > Per Service, Work Ticket Status Code > Pending Approval, Division > Snow |
Display fields | Property Name, Work Ticket Number, Service Look Up, Act Hrs, Material Cost Actual, Sub Cost Actual, Revenue, Earned Revenue, Completed Date |
Sort fields | None |
Group fields | Service Name Look Up, Completed Date |
Report #4: Open or scheduled tickets with zero costs and revenue
Use this report to find open or scheduled tickets that don't have any costs or revenue recorded yet. These tickets may be missing data that needs to be entered before they're completed.
Report name | Open or Scheduled Tickets with Zero Costs and Revenue |
Location in Aspire | Work Ticket module |
Filter fields | Invoice Type > T&M and Per Service, Status > Open and Scheduled, Division > Snow, Total Cost Actual > Equals > 0, OR Earned Revenue > Equals > 0 |
Display fields | Property Name, Work Ticket Number, Service Look Up, Act Hrs, Material Cost Actual, Sub Cost Actual, Earned Revenue |
Sort fields | None |
Group fields | None |
Report #5: Completed snow tickets by date
Use this report to review completed snow work grouped by date. It lets you compare estimated hours and costs against actuals so you can spot variances and track profitability.
Report name | Completed Snow Tickets by Date |
Location in Aspire | Work Ticket module |
Filter fields | Status > Complete, Division > Snow, Completed Date |
Display fields | Property Name, Work Ticket Number, Service Look Up, Est Hrs, Act Hrs, Material Cost Estimated, Material Cost Actual, Sub Cost Estimated, Sub Cost Actual, Revenue, Earned Revenue, Gross Margin |
Sort fields | None |
Group fields | Completed Date |
Report #6: Open or scheduled tickets with costs and revenue
Use this report to find tickets that have costs or revenue recorded but haven't been completed yet. This helps you identify work in progress that may need to be wrapped up or reviewed.
Report name | Open or Scheduled Tickets with Costs and Revenue |
Location in Aspire | Work Ticket module |
Filter fields | Invoice Type > T&M and Per Service, Status > Open and Scheduled, Division > Snow, Total Cost Actual > Greater Than > 0, OR Earned Revenue > Greater Than > 0 |
Display fields | Property Name, Work Ticket Number, Service Look Up, Act Hrs, Material Cost Actual, Sub Cost Actual, Earned Revenue |
Sort fields | None |
Group fields | None |
Report #7: Range billing switch list pending approval
Use this report to review per-service tickets in the snow division that are pending approval for a billing range switch. This helps you stay on top of pricing changes before they go through.
Report name | Range Billing Switch List Pending Approval |
Location in Aspire | Work Ticket module |
Filter fields | Division > Snow, Invoice Type > Per Service, Status > Pending Approval |
Display fields | Property Name, Work Ticket Number, Service Look Up, Act Hrs, Material Cost Actual, Sub Cost Actual, Revenue, Earned Revenue |
Sort fields | None |
Group fields | Service Name Look Up |
Report #8: Open snow issues
Use this report to track unresolved issues related to snow operations for the current month. This gives managers visibility into problems that still need attention.
Report name | Open Snow Issues |
Location in Aspire | Activities module |
Filter fields | Activity Type > Issue, Status > Open, Start Date > This Month |
Display fields | Start Date, Subject, Regarding, Activity Category, Priority, Property Name, Created by User |
Sort fields | None |
Group fields | None |
Report #9: Event sub expense
Use this report to track subcontractor expenses for snow events. It shows upcoming sub costs so you can review what's been scheduled and manage your purchasing.
Report name | Event Sub Expense |
Location in Aspire | Purchasing module |
Filter fields | Item Type > Sub, Scheduled Start Date > Through Today, Division > Snow, Item Quantity > Greater Than > 0 |
Display fields | Property Name, Item Name, Estimated Item Unit Cost, Unit Type, Estimated Qty to Order, Quantity to Order |
Sort fields | None |
Group fields | Property Name |
Report #10: Fixed payment snow subs
Use this report to track subcontractor commitments on fixed payment snow contracts that still have remaining quantities. This helps purchasers see what sub work is still outstanding.
Report name | Fixed Payment Snow Subs |
Location in Aspire | Purchasing module |
Filter fields | Category Name > Sub, Division > Snow, Item Quantity Remaining > Greater Than > 0 |
Display fields | Property Name, Item Name, Estimated Item Unit Cost, Unit Type, Estimated Qty to Order, Quantity to Order |
Sort fields | None |
Group fields | Property Name |