Recommended Reports and Lists to Create in Aspire

Overview

This article covers the top recommended Aspire reports and saved lists you can use to manage your business. These reports span CRM, Sales, Purchasing, Invoicing, and Production functions. This article was formerly known as Aspire's Top 60.

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 where to find it in Aspire, which filters to set, and which display fields to add.
Fields marked with an asterisk (*) are optional.

CRM

Report #	Report Name	Report Source	Location in Aspire	Role
1	Open Issues	List or Dashboard	Activities module	Executive
2	MTD Client Touches by User	List or Dashboard	Activities module	Executive or Branch Manager
3	MTD Client Complaints	List or Dashboard	Activities module	Executive
4	MTD Client Compliments	List or Dashboard	Activities module	Executive
5	Property Clean Up Checklist	List	Properties module	Branch Admin
6	Contact Clean Up Checklist	List	Contacts module	Branch Admin
7	MTD QA's	List or Dashboard	Properties module	Executive
8	Lead Source / Marketing Budget Evaluation	List	Opportunities module	Executive

Report #1: Open Issues

*= optional

Use this report to view a list of the open issues for your organization.

Report Name	Open Issues
Location in Aspire	Activities module
Filter fields	Activity Type > Issue, Status > Open
Display fields	Due Date, Created by User Name, Regarding, Priority, Subject, Activity Category
Sort fields*	Priority
Group fields	Created by User Name

Report #2: MTD Client Touches by User

Use this report to track all activity types except issues for your organization.

Report Name	MTD Client Touched by User
Location in Aspire	Activities module
Filter fields	Activity Type > Not In > Issue, Start Date > This Month
Display fields	Due Date, Created by User, Regarding, Priority, Subject, Activity Category, Notes
Sort fields	None
Group fields	Created by User Name

Report #3: MTD Client Complaints

Use this report to track the activity type of Complaint.

Report Name	MTD Client Complaints
Location in Aspire	Activities module
Filter fields	Activity Type > In > Complaint, Start Date > This Month
Display fields	Due Date, Created by User, Regarding, Priority, Subject, Activity Category, Notes
Sort fields	None
Group fields	Created by User Name

Report #4: MTD Client Compliments

Use this report to track positive feedback recorded in your organization.

Report Name	MTD Client Compliments
Location in Aspire	Activities module
Filter fields	Activity Type > In > Issue and Task, Start Date > This Month
Display fields	Due Date, Created by User Name, Regarding, Priority, Subject, Activity Category, Notes
Sort fields	None
Group fields	Created by User Name

Report #5: Property Clean Up Checklist

*= Optional

Use this report to track Properties that might be missing information. This helps you to update the missing fields.

Report Name	Property Clean Up Checklist
Location in Aspire	Properties module
Filter fields	Active > Equals > Yes
Display fields	Property Name, Property Name Abr, Property Address Line 1, Property City, Property State/Province Name , Property Zip Code, Billing Contact Full Name, Primary Contact Name, Account Owner Name
Sort fields*	Property Name
Group fields	None

Report #6: Contact Clean Up Checklist

*= Optional

Use this report to track Contacts that might be missing information. This helps you to update the missing fields.

Report Name	Contact Clean Up Checklist
Location in Aspire	Contacts module
Filter fields	Active > Equals > Yes
Display fields	Last Name, First Name, Company Name, Mobile Phone, Email, Primary Phone, Primary Address Line 1, Primary City, Primary State/Province Name, Primary Zip Code, Contact Type
Sort fields*	Last Name
Group fields	None

Report #7: MTD QA’s

*= Optional

Use this report to track your properties’ site audit and their scores.

Report Name	MTD QA’s
Location in Aspire	Properties module
Filter fields	Active > Equals > Yes, Status > In > Customer, SA Date > This Month
Display fields	Property Name, Account Owner Name, SA Date, SA Score
Sort fields*	Property Name
Group fields	Account Owner

Report #8: Lead Source and Marketing Budget Evaluation

*= Optional

Use this to view a list of potential leads for your organization.

Report Name	Lead Source and Marketing Budget Evaluation
Location in Aspire	Properties module
Filter fields	Active > Equals > Yes, Status > Not In > Past Customer, Created Date > This Year
Display fields	Property Name, Account Owner Name
Sort fields*	Property Name
Group fields	Account Owner

Sales

Report #	Report Name	Report Source	Location in Aspire	Role
9	New Property Leads MTD	List or Dashboard	Properties module	Executive or Branch Manager
10	New Contact Leads	List or Dashboard	Contact module	Executive or Branch Manager
11	Active Prospects - Properties with Contacts	List or Dashboard	Property and Contact modules	Branch Manager
12	Sales Silo	List or Pivot Report	Opportunities module or Sales pivot report	Branch Manager
13	New Opportunities MTD	List or Dashboard	Opportunities module	Account & Branch Manager
14	Sold Opportunities MTD by Division or WO/Contract	List or Dashboard	Opportunities module	Account & Branch Manager
15	Referral Analysis MTD & YTD	List	Properties module	Marketing Director
16	YTD Contract Opportunity Analysis	List	Opportunities module	Branch Manager
17	MTD Renewals Report	List or Dashboard	Contract Renewal report	Account Manager
18	Sold GM YTD	List or Pivot Report	Opportunities module	Executive
19	Paid Monthly Sales Commission	List	Sales Commission report	Executive
20	Unsold Optional Services	List	Opportunity Service report	Account Manager

Report #9: New Property Leads MTD

* = optional

Use this to look at a list of property leads for the current month.

Report Name	New Property Leads MTD
Location in Aspire	Properties module
Filter fields	Active > Equals > Yes, Created Date > This Month
Display fields	Property Name, Property Address, Property City, Property State/Province Code, Property Zip Code, Primary Contact, Account Owner, Property Status
Sort fields*	Property Name
Group fields	Account Owner

Report #10: New Contact Leads

Use this to review a list of contacts that could be customers or prospective customers.

Report Name	New Contact Leads
Location in Aspire	Contacts module
Filter fields	Active > Equals > Yes, Created Date > This Month, Contact Type > In > Customer and Prospect
Display fields	Last Name, First Name, Company Name, Mobile Phone, Email, Primary Phone, Primary Address Line 1, Primary City, Primary State, Primary Zip, Owner, Created by User
Sort fields	Contact Last name
Group fields	None

Report #11: Active Prospects - Properties with Contacts

Use this to review a list of prospective properties complete with potential contact information.

Report Name	Active Prospects – Properties with Contacts
Location in Aspire	Properties module
Filter fields	Active > Equals > Yes
Display fields	Property Name, Primary Contact Name, Primary Contact Mobile Phone, New Email, New Issue, New Task, New Appointment
Sort fields	Property Name
Group fields	Account Owner

Report #12: Sales Silo

Use this to look at a list of sales organized by a division of your choice for the current year.

Report Name	Sales Silo
Location in Aspire	Opportunities module
Filter fields	Created Date > This Year, Division > In > (select your division)
Display fields	Property Name, Opportunity Name, Opportunity #, Estimated $, Estimated Labor Hours, Estimated Cost $, Estimated GM %, Estimated Net Profit %
Sort fields	None
Group fields	Sales Rep, Status Name

Or:

Report #12: Sales Silo- Sales Pivot Table

Use this to look at a pivot report of sales organized by a division of your choice for the current year.

Report Name	Sales Silo
Location in Aspire	Sales pivot table
Filter fields	Created Date Year > (select the current year)
Data Display fields	Estimated Price, Estimated Cost, Estimated GM %
Row Display fields	Account Owner, Opportunity Status, Property, Division
Column Display fields	Created Date Month

Report #13: New Opportunities MTD by AM

Use this to review a list of opportunities grouped by your Account Owners and Division.

Report Name	New Opportunities MTD by AM
Location in Aspire	Opportunities module
Filter fields	Created Date > This Month
Display fields	Property Name, Opportunity Name, Opportunity Number, Opportunity Status
Sort fields	None
Group fields	Account Owner and Division

Report #14: Sold Opportunities MTD by Type and/or Division

*=Optional

Use this to review a list of opportunities won so far in the month, This can be grouped by sales rep, or division.

Report Name	Sold Opportunities MTD by Type and/or Division
Location in Aspire	Opportunities module
Filter fields	Won Date > This Month, Opportunity Type > In > (choose either Contract or Work Order), Division > In > (a single division or all divisions)
Display fields	Property Name, Opportunity Name, Opportunity Number, Estimated $, Estimated Cost $, Estimated GM%
Sort fields*	Property Name
Group fields	Sales Rep or by Division if you are reviewing multiple

Report #15: Referral Analysis MTD/YTD

*= Optional

Use this to help analyze a list of referrals from the properties module.

Report Name	Referral Analysis MTD/YTD
Location in Aspire	Properties module
Filter fields	Active > Equals > Yes, Referral Source Name > In > Referral
Display fields	Property Name, Company Name, Primary Contact, Account Owner
Sort fields*	Property Name
Group fields*	Referral Source Name

Report #16: YTD Contract Opportunity Analysis

*=Optional

Use this to review Contract opportunities that are finishing or finished at the end of the year.

Report Name	YTD Contract Opportunity Analysis
Location in Aspire	Opportunities module
Filter fields	End Date > This Year, Opportunity Type > In > Contract, Job Status > In > Complete and In Production
Display fields	Property Name, Opportunity Name, Opportunity #, Estimated $, Earned Revenue, Estimated Labor Hours, Act Labor Hours, Estimated Cost $, Act Cost, Estimated GM %, Earned Gross Margin % (could use formula fields showing Revenue variances and cost variances)
Sort fields*	Property Name
Group fields	None

Report #17: MTD Renewals Report

Use this to review a report of contracts to be renewed for the current month.

Report Name	MTD Renewals Report
Location in Aspire	Reports module in the Contract Renewal report
Filter fields	Contract Renewal Date > This Month, or Contract End Date > This Month
Display fields	Property, Contract Amount, Actual Gross Margin, Days Remaining, Renewal Status, Proposed Amount, Renewed Amount, Change in Price, Job Report
Sort fields*	Property Name
Group fields	Account Owner

Report #18: Sold GM YTD for Opportunities

Use this to review a list of opportunities won for the current year.

Report Name	Sold GM YTD
Location in Aspire	Opportunities Module
Filter fields	Won Date >This Year
Display fields	Property Name, Opportunity Name, Estimated $, Estimated Cost $, Estimated GM %
Sort fields	None
Group fields	Division or Opportunity Type

Or:

Report #18: Sold GM YTD

Use this to review a report of opportunities won for the current year.

Report Name	Sold GM YTD
Location in Aspire	Sales Pivot Table
Filter fields	Won Date Year > Current Year
Display fields	Estimated Price, Estimated Cost, Estimated GM %, Estimated Gross Profit
Sort fields	Division, Property, Opportunity Type
Group fields	Won Date Month (Select all months)

Report #19: Paid Invoice sales commission report

Use this to review a filtered view of the sales commission report that have yet to be paid to your sales reps.

Report Name	Paid Invoice Sales Commission Report
Location in Aspire	Sales Commission Report in the Reports module
Filter fields	Unpaid Amount > Equals > 0, Date Paid > This Month
Display fields	Property, Opportunity Name, Opportunity Number, Division, Invoice Number, Invoice Date, Invoice Amount, Gross Margin
Sort fields	None
Group fields	Sales Rep

Report #20: Unsold Optional Services

Use this report to review a list of opportunities that have unsold optional services.

Report Name	Unsold Optional Services
Location in Aspire	Opportunity Service Report in the Reports Module
Filter fields	Invoice Type > In > Optional, Start Date > This Year
Display fields	Property Name, Opportunity Name, Service Name, Price, Division Name
Sort fields	None
Group fields	Service Name

Purchasing

Report #	Report Name	Location in Aspire	Role
21	Unpurchased Materials +/- 30 Days	Purchasing module	Purchaser or Ops Manager
22	Job Purchase Analysis	Purchasing module	Purchaser or Ops Manager
23	New Purchase Receipts – Through Today	Purchasing module	Purchaser or Branch Admin
24	Received Purchase Receipts – Through Today	Purchasing module	Purchaser or Branch Admin
25	Approved Purchase Receipts – Last Month	Purchasing module	Purchaser or Branch Admin
26	Not Sent to accounting Error List	Purchasing module	Purchaser or Branch Admin
27	MTD Material Allocation	Purchase pivot table	Ops Manager

Report #21: Unpurchased Materials +/-30 Days

*=Optional

Use this list in the purchasing assistant to see your unpurchased materials.

Report Name	Unpurchased Materials +/- 30 days
Location in Aspire	Purchasing Assistant
Filter fields	Quantity to Order > Greater Than > 0, Status > In > Complete
Display fields	Property Name, Scheduled Start Date, Service Name, Item Name, Estimated Item Quantity, Quantity to Order
Sort fields*	Start Date
Group fields	Item Name

Report #22: Job Purchase Analysis

Use this to review your purchases for the year on jobs that have been allocated.

Report Name	Job Purchase Analysis
Location in Aspire	Purchasing Assistant
Filter fields	Start Date > This Year, Status > In > Complete
Display fields	Property Name, Opportunity Name, Opportunity Number, Service Name, Item Name, Estimated Item Quantity, Item Quantity Allocated
Sort fields	None
Group fields	Opportunity Number

Report #23: New Purchase Receipts – Through Today

Use this to review a list of purchase receipts in New status.

Report Name	New Purchase Receipts- Through Today
Location in Aspire	Purchase Receipts in the Purchasing module
Filter fields	Status > Equals > New, Created Date > Through Today
Display fields	Receipt #, Vendor Name, Work Ticket #, Receipt Total Cost, Created Date, Service Name, Purchase Type
Sort fields	None
Group fields	Vendor

Report #24: Received Purchase Receipts – Through Today

*=Optional

Use this to review a list of purchase receipts in Received status.

Report Name	Received Purchase Receipts – Through Today
Location in Aspire	Purchase Receipts in the Purchasing module
Filter fields	Status > Equals > Received, Received Date > Through Today
Display fields	Receipt #, Vendor Name, Work Ticket #, Receipt Total Cost, Received Date, Service Name, Created Date, Purchase Type
Sort fields	None
Group fields*	Vendor

Report #25: Approved Purchase Receipts – Last Month

Use this to review a list of purchase receipts that were approved the previous month.

Report Name	Approved Purchase Receipts – Last Month
Location in Aspire	Purchase Receipts in the Purchasing module
Filter fields	Status > In > Approved, Invoice Date > Last Month
Display fields	Receipt #, Vendor, Work Ticket #, Receipt Total Cost, Received Date, Service Name, Created Date, Purchase Type
Sort fields	None
Group fields*	Vendor

Report #26: Not Sent to Accounting Error List

Use this to view purchase receipts that are have not be sent to accounting and have errors listed in Aspire.

Report Name	Not Sent to Accounting Error List
Location in Aspire	Purchase Receipts in the Purchasing module
Filter fields	Sync Error > Contains > Error
Display fields	Receipt #, Vendor Name, Receipt Total Cost, Sync Error
Sort fields	None
Group fields	None

Report #27: MTD Material Allocation

Use this pivot report when you want to review information on your month-to-date material allocations.

Report Name	MTD Material Allocation
Location in Aspire	Purchases Pivot Table in the Reports module
Filter fields	Allocation Date Year > (Current Year), Received Date Month > All Months
Data display fields	Allocation Quantity, Allocation Total
Row display fields	Allocation Type, Division, Property
Column display fields	Allocation Date Month – (current month)

Invoicing

Report #	Report Name	Location in Aspire	Role
28	Fixed Payment Billing	Invoicing module	Branch Admin
29	Open Billing	Invoicing module	Branch Admin
30	Fixed Price on Payment Schedule	Invoicing module	Branch Admin
31	Per Service/Fixed on Completion and T&M	Invoicing module	Branch Admin
32	Pending Batches	Invoicing module	Branch Admin
33	Open/Unpaid Invoices	Invoicing module	Executive or Branch Admin
34	Aging	Invoicing module	Executive or Branch Admin
35	Payments to Deposit	Invoicing module	Branch Admin
36	Deposits Pending	Invoicing module	Branch Admin
37	Deposited Funds With Remaining Balance	Invoicing module	Branch Admin
38	Open Billing/Fixed Payment Schedule WIP WO Ticket Review	Work Tickets module	Account Manager
39	Open Billing/Fixed Payment Schedule WO Review	Opportunities module	Account Manager

Report #28: Fixed Payment Billing

Use this list to review invoices that have a fixed payment invoice type.

Report Name	Fixed Payment Billing
Location in Aspire	Invoicing Assistant in the Invoicing Module
Filter fields	Invoice Type > In Fixed Payment Billing
Display fields	Property Name, Company Name, Opportunity Name, Invoice Amount, Sales Rep
Sort fields	None
Group fields	None

Report #29: Open Billing

Use this list to review invoices that have an open billing invoice type.

Report Name	Open Billing
Location in Aspire	Invoicing Assistant in the Invoicing module
Filter fields	Invoice Type > In >Open Billing
Display fields	Property Name, Company Name, Opportunity Name, Invoice Amount, Sales Rep
Sort fields	None
Group fields	None

Report #30: Fixed Price on Payment Schedule

Use this list to review invoices that have a fixed payment on payment schedule invoice type.

Report Name	Fixed Price on Payment Schedule
Location in Aspire	Invoicing Assistant in the Invoicing module
Filter fields	Invoice Type > In > Fixed Price on Payment Schedule
Display fields	Property Name, Company Name, Opportunity Name, Invoice Amount, Sales Rep, Last Job Completed Date
Sort fields	None
Group fields	None

Report #31: Per Service, Fixed Price on Completion & T&M

Use this list to review invoices that have a fixed price on completion or T&M invoice type.

Report Name	Per Service, Fixed Price on Completion & T&M
Location in Aspire	Invoicing Assistant in the Invoicing module
Filter fields	Invoice Type > In > Per Service, and Fixed Price on Completion and T&M
Display fields	Property Name, Company Name, Opportunity Name, Invoice Amount, Invoice Type, Sales Rep, Last Job Completed Date
Sort fields	None
Group fields	None

Report #32: Pending Batches

Use this list to review your pending batches.

Report Name	Pending Batches
Location in Aspire	Invoice Batches in the Invoicing module
Filter fields	Date Completed > Custom is Null
Display fields	Invoice Batch Number, Created Date, Created By, Invoice Count, Batch Amount
Sort fields	None
Group fields	None

Report #33: Open/Unpaid Invoices

Use this to review invoices that are currently open or unpaid.

Report Name	Open/Unpaid Invoices
Location in Aspire	Invoices in the Invoicing module
Filter fields	Unpaid Balance > Greater Than 0
Display fields	Account Manager, Property Name, Company Name, Invoice Number, Invoice Date, Original Amount, Unpaid Balance, Batch Status, Email Status
Sort fields	Invoice Date
Group fields	Property Name

Report #34: Aging

Use this to review a list of receivables with a balance greater than zero.

Report Name	Aging
Location in Aspire	Receivables in the Invoicing module
Filter fields	Balance > Greater Than > 0
Display fields	Property Name, Billing Contact Full Name, Current, Aging 1 - 30, Aging 31 - 60, Aging 61 - 90, Aging 91+, New Email, Add Payment
Sort fields	None
Group fields	Company Name

Report #35: Payments to Deposit

Use this report to see a list of payments to be deposited.

Report Name	Payments to Deposit
Location in Aspire	Payments in the Invoicing module
Filter fields	Deposited > Equals > No, Payment Type > Not In > Credit Memo
Display fields	Company Name, Payment Date, Contact Full Name, Payment Type, Payment Reference, Payment Amount
Sort fields	None
Group fields	None

Report #36: Deposits Pending

Use this list to review your pending deposits.

Report Name	Deposits Pending
Location in Aspire	Deposits in the Invoicing module
Filter fields	Deposit Status >Equals > New
Display fields	Deposit Amount, Date Created, Created by, # Payments
Sort fields	None
Group fields	None

Report #37: Deposited Funds with Remaining Balance

Use this to review a list of deposits for your invoices that still have a remaining balance due.

Report Name	Deposited Funds with Remaining Balance
Location in Aspire	Payments in the Invoicing module
Filter fields	Payment Remaining Amount > Greater than > 0
Display fields	Company Name, Payment Date, Contact Full Name, Payment Type, Payment Reference, Payment Amount, Payment Remaining Amount
Sort fields	None
Group fields	None

Report #38: Open Billing/Fixed Payment Schedule WIP WO Ticket Review

Use this to review work tickets that are tied to an open billing or fixed payment invoice.

Report Name	Open Billing/Fixed Payment Schedule WIP WO Ticket Review
Location in Aspire	Work Tickets module
Filter fields	Invoice Type > In > Open Billing & Fixed Price on Payment Schedule, Scheduled Start Date >Through Last week, Work Ticket Status Code > In > Scheduled & Pending Approval & Open, (Division can also be used as a filter)
Display fields	Property Name, Service Text, Opportunity Number, Opportunity Name, Scheduled Start Date, Revenue, Earned Revenue, Percent Complete, Total Cost (Estimated), Total Cost (Actual), Est Hrs., Act Hrs.
Sort fields	None
Group fields	Opportunity Number

Report #39: Open Billing/Fixed Payment Schedule WO Review

Use this to review opportunities that have open billing or fixed payments currently in progress.

Report Name	Open Billing/Fixed Payment Schedule WO Review
Location in Aspire	Opportunities module
Filter fields	Invoice Type > In > Open Billing & Fixed Price on Payment Schedule, Job Status > In > In Process
Display fields	Property Name, Opportunity Number, Opportunity Name, Start Date, Estimated $, Earned Revenue, Percent Complete, Estimated Cost $, Act Cost
Sort fields	None
Group fields	Account Owner

Production

Report #	Report Name	Location in Aspire	Role
40	Open Maintenance Tickets – Through Today	Work Tickets module	Ops Manager
41	Open WO Tickets – Through Today	Work Tickets module	Ops Manager
42	Scheduled Maintenance Tickets – Through Last Week	Work Tickets module	Ops Manager
43	Scheduled WO Tickets – Through Last Week	Work Tickets module	Ops Manager
44	Pending Approval by AM/Sales Person	Work Tickets module	Account Manager
45	EOM Internal Tickets	Work Tickets module	Ops Manager
46	Completed Ticket Analysis MTD – Maint.	Work Tickets module	Account Manager
47	Completed Ticket Analysis MTD – WO by division	Work Tickets module	Account Manager
48	WO Backlog	Work Tickets module	Ops Manager
49	YTD Revenue Per Hour & Realized Rate by division	Work Tickets module	Accountant/Executive
50	YTD Hours Efficiency by Route – Maint.	Work Tickets module	Ops Manager
51	Divisional Analysis	Work Tickets module	Executive
52	Maintenance Forecast	Reports module	Ops Manager
53	Branch Monthly GM	Reports module	Executive
54	Prior to Current Year GM Est & Act	Reports module	Executive
55	Enhancement/Landscaping Backlog	Reports module	Ops Manager
56	Sold Mowing Service w/SF	Reports module	Ops Manager
57	Snow Per Service w/SF	Reports module	Ops Manager
58	EOM Revenue	Reports module	Executive
59	Revenue O/U Contract	Reports module	Executive
60	Revenue O/U WO	Reports module	Accountant/Executive
61	EOM Expenses by Service	Reports module	Accountant/Executive
62	EOM Expenses by Division	Reports module	Executive
63	Inventory Adjustments by Item	Reports module	Accountant/Executive
64	Weekly Payroll	Reports module	Accountant

Report #40: Open Maintenance Tickets – Through Today

Use this to review a list of open maintenance tickets.

Report Name	Open Maintenance Tickets – Through Today
Location in Aspire	Work Tickets module
Filter fields	Work Ticket Status Code > In > Open, Division > In > Maintenance, Scheduled Start Date > Through Today, Anticipated Start date > This Year
Display fields	Property Name, Opportunity Number, Opportunity Name, Service Text, Scheduled Start Date, Revenue, Earned Revenue, Est Hrs., Act Hrs.
Sort fields	None
Group fields	None

Report #41: Open WO Tickets Through Today

Use this to review a list of open work order tickets.

Report Name	Open WO Tickets – Through Today
Location in Aspire	Work Tickets module
Filter fields	Work Ticket Status Code > In >Open, Opportunity Type > in > Work Order, Anticipated Start date > This year, Scheduled Start Date> Through Today
Display fields	Property Name, Opportunity Number, Opportunity Name, Service Text, Start Date, Revenue, Earned Revenue, Est Hrs, Act Hrs
Sort fields	None
Group fields	None

Report #42: Scheduled Maintenance Tickets Through Last Week

Use this to review a list of maintenance work tickets in scheduled status.

Report Name	Scheduled Maintenance Tickets – Through Last Week
Location in Aspire	Work Tickets module
Filter fields	Work Ticket Status Code > In > Scheduled, Division > In > Maintenance, Anticipated Start date > This year, Scheduled Start Date > Through Last Week
Display fields	Property Name, Opportunity Number, Opportunity Name, Scheduled Start Date, Total Cost (Estimate), Earned Revenue, Percent Complete, Total Cost (Actual)
Sort fields	None
Group fields	None

Report #43: Scheduled WO Tickets – Through Last Week

Use this to review a list of work orders in scheduled status for the last week.

Report Name	Scheduled WO Tickets Through Last Week
Location in Aspire	Work Tickets module
Filter fields	Work Ticket Status Code > In > Scheduled, Opportunity Type > In > Work Order, Anticipated Start date > This year, Scheduled Start Date > Through Last Week
Display fields	Property Name, Opportunity Number, Opportunity Name, Service Text, Scheduled Start Date, Revenue, Earned Revenue, Est Hrs, Act Hrs, Total Cost (Estimated), Total Cost (Actual)
Sort fields	None
Group fields	None

Report #44: Pending Approval by AM/Sales Person

Use this to review a list of work tickets that are in pending approval status.

Report Name	Pending Approval by AM/Sales Person
Location in Aspire	Work Tickets module
Filter fields	Work Ticket Status Code > In > Pending Approval
Display fields	Property Name, Opportunity Number, Opportunity Name, Service Text, Start Date, Revenue, Earned Revenue, Est Hrs, Act Hrs, Material Cost Estimated, Material Cost Actual, Subcontract Cost Estimated, Subcontract Cost Actual
Sort fields	None
Group fields	Account Owner Name or Sales Rep Name

Report #45: EOM Internal Tickets

Use this to review your overhead work tickets.

Report Name	EOM Internal Tickets
Location in Aspire	Work Tickets module
Filter Fields	Work Ticket Status Code > In >Open, Division > In > Overhead, Scheduled Start Date >Through Last Month
Display Fields	Property Name, Service Text, Occurrence, Status, Act Hrs
Sort Fields	None
Group Fields	None

Report #46: Completed Ticket Analysis MTD – Maint.

Use this to review a list of maintenance work tickets in complete status.

Report Name	Completed Ticket Analysis MTD – Maint
Location in Aspire	Work Tickets module
Filter fields	Work Ticket Status Code > In > Completed, Division> In > Maintenance, Completed Date > This Month
Display fields	Property Name, Opportunity Number, Opportunity Name, Service Text, Start Date, Revenue, Earned Revenue, Est Hrs, Act Hrs, Material Cost Estimated, Material Cost Actual, Subcontract Cost Estimated, Subcontract Cost Actual, Gross Margin
Sort fields	None
Group fields	Account Owner Name, Property Name

Or:

Report #46: Completed Ticket Analysis MTD – Maint.

Use this to review a list of maintenance work tickets in complete status.

Report Name	Completed Ticket Analysis MTD - Maint
Location in Aspire	Work Tickets module
Filter fields	Completed Date Year – Current Year, Completed Date Month – (Choose), Division - Maintenance
Data display fields	Hours Est, Hours Act, Hours Budget Variance, Material Cost Est, Material Cost Act, Sub Cost Est, Sub Cost Act, Other cost Est, Other Cost Act, Revenue Earned, GM (Estimated), Gross Margin
Row display fields	Account Owner, Property, Service Name
Column display fields	None

Report #47: Completed Ticket Analysis MTD – WO by division

Use this to review a list of Work Order work tickets in complete status organized by division.

Report Name	Completed Ticket Analysis MTD – WO by division
Location in Aspire	Work Tickets module
Filter fields	Work Ticket Status Code – In – Completed, Opportunity Type – In – Work Order, Completed Date – This Month
Display fields	Property Name, Opportunity Number, Opportunity Name, Service Text, Start Date, Revenue, Earned Revenue, Est Hrs, Act Hrs, Material Cost Estimated, Material Cost Actual, Subcontract Cost Estimated, Subcontract Cost Actual, Gross Margin
Sort fields	None
Group fields	Account Owner Name, Property Name

Or:

Report #47: Completed Ticket Analysis MTD – WO by Division

Use this to review a report of work orders organize by division that are in complete status.

Report Name	Completed Ticket Analysis MTD – WO by Division
Location in Aspire	Work Ticket Pivot Report in the Reports module
Filter fields	Completed Date Year > Current Year, Completed Date Month , Opportunity Type > Work Order
Data display fields	Hours Est, Hours Act, Hours Budget Variance, Material Cost Est, Material Cost Act, Sub Cost Est, Sub Cost Act, Other cost Est, Other Cost Act, Revenue Earned, GM (Estimated), Gross Margin
Row display fields	Division, Account Owner, Property, Service Name
Column display fields	None

Report #48: WO Backlog

Use this to review work orders in open status that are in your backlog.

Report Name	WO Backlog
Location in Aspire	Work Tickets module
Filter fields	Opportunity Type > In > Work Order, Work Ticket Status Code > In > Open, Anticipated Start Date > Last 30 Days, or Anticipated Start Date > Next 60 Days
Display fields	Property, Opportunity Number, Opportunity Name, Service Text, Est Hrs, Materials Est, Sub Cost Est, Revenue
Sort fields	None
Group fields	Account Manager

Report #49: YTD Revenue Per Hour & Realized Rate by Division

Use this to review a list of work tickets by division, completed in the last year.

Report Name	YTD Revenue Per Hour & Realized Rate by Division
Location in Aspire	Work Ticket Pivot Report in the Reports module
Filter fields	Completed Date Year > Current Year, Work Ticket Status Name > Complete
Data display fields	Hours Est, Hours Act, Hours Budget Variance, Earned Revenue, Earned Revenue/Hour, Realized Rate (Estimated), Realized Rate (Actual)
Row display fields	Division
Column Display Fields	None

Report #50: YTD Hours Efficiency by Route – Maint

Use this to review a list of work tickets organized by route to see how effficient your maintenance division is operating.

Report Name	YTD Hours Efficiency by Route – Maint
Location in Aspire	Work Ticket Pivot Report in the Reports module
Filter fields	Completed Date Year > Current Year, Division > Maintenance
Data display fields	Hours Est, Hours Act, Hours Budget Variance
Row display fields	Route, Property, Service Name
Column display fields	Completed Date Month

Report #51: Divisional Analysis

Use this pivot report to review work tickets completed in the current year. Display by months.

Report Name	Divisional Analysis
Location in Aspire	Work Ticket Pivot Report in the Reports module
Filter fields	Completed Date Year > Current Year
Data display fields	Hours Est, Hours Act, Hours Budget Variance, Material Cost Est, Material Cost Act, Sub Cost Est, Sub Cost Act, Other Cost Est, Other Cost Act, Gross Margin (Estimated), Gross Margin
Row display fields	Division, Service Type, Service Name
Column display fields	Completed Date Month

Report #52: Maintenance Forecast

Use this pivot report to review your maintenance tickets to forecast labor costs.

Report Name	Maintenance Forecast
Location in Aspire	Work Ticket Pivot Report in the Reports Module
Filter fields	Anticipated Date > Current Year, Work Ticket Status > Open & Scheduled
Data display fields	Hours Scheduled, Hours Actual, Hours Actual Variance
Row display fields	Division, Property
Column display fields	Scheduled Date Month

Report #53: Branch Monthly GM

Use this to review work tickets and their estimated gross margin.

Report Name	Branch Monthly GM
Location in Aspire	Work Ticket Pivot Report in the Reports module
Filter fields	Completed Date Year > Current Year
Data display fields	Gross Margin Estimated, Gross Margin
Row display fields	Branch
Column display fields	Completed Date Month

Report #54: Prior to Current Year GM Est & Act

Use this to review work tickets for the previous year and compare them to estimated and actual amounts for this year.

Report Name	Prior to Current Year GM Est & Act
Location in Aspire	Work Ticket Pivot Report in the Reports module
Filter fields	None
Data display fields	Gross Margin Estimated, Gross Margin
Row display fields	Branch (if applicable), Division, Service Type, Service Name
Column display fields	Completed Date Month, Completed Date Year (Filter to last year and this year)

Report #55: Enhancement/Landscaping Backlog

Use this pivot report to review your enhancement and landscaping work tickets that are currently backlogged.

Report Name	Enhancement/Landscaping Backlog
Location in Aspire	Work Ticket Pivot Report in the Reports Module
Filter fields	Work Ticket Status Name > Open & Scheduled, Scheduled Date Year > Current Year, Opportunity Type > Work Order
Data display fields	Hours Est, Labor Cost Est, Material Cost Est, Sub Cost Est, Revenue
Row display fields	Division, Property, Opportunity Name, Service Name
Column display fields	Scheduled Date Month

Report #56: Sold Mowing Service w/SF

Use this report to review mowing services relating to their takeoffs currently in production.

Report Name	Sold Mowing Service w/SF
Location in Aspire	Opportunity Service Report in the Reports Module
Filter fields	Service Lookup > In > (Your Mowing or weekly maintenance service name), Job Status > In > In Production
Display fields	Property Name, Opportunity Name, Service Lookup, Price, Turf SF (or your takeoff name)
Sort fields	None
Group fields	None

Report #57: Snow Per Service w/SF

Use this report to review your snow services currently in production.

Report Name	Snow Per Service w/SF
Location in Aspire	Opportunity Service Report in the Reports module
Filter fields	Invoice Type > In > Per Service & T&M, Job Status > In > In Production
Display fields	Property Name, Opportunity Name, Service Lookup, Price, Lot SF, Take off Name, Walks SF (Add additional SF columns as needed)
Sort fields	None
Group fields	Service Lookup

Report #58: EOM Revenue

Use this report to review your End of Month revenue.

Report Name	EOM Revenue
Location in Aspire	EOM Report > Revenue Drill Down List
Filter fields	None
Display fields	Property Name, Opportunity Name, Opportunity Number, Work Ticket Number, Service Name, Earned Revenue this Period
Sort fields	None
Group fields	Division

Report #59: Revenue O/U Contract

*=Optional

Use this End of month report to review contracts and over under numbers.

Report Name	Revenue O/U Contract
Location in Aspire	EOM Report > Over Under Drill Down List
Filter fields	Opportunity Type > Contains > Contract, Over/Under > Greater Than > 0
Display fields	Opportunity Number, Opportunity Name, Property Name, Division Name, Invoice Type, Invoice Amount, Earned Amount, Over/Under
Sort fields	None
Group fields*	Opportunity Number

Report #60: Revenue O/U WO

Use this end of month report to review your over under revenue for your work orders.

Report Name	Revenue O/U WO
Location in Aspire	EOM Report > Over Under Drill Down List
Filter fields	Opportunity Type > Contains > Work, and Over/Under > Greater Than > 0
Display fields	Opportunity Number, Opportunity Name, Property Name, Division Name, Invoice Type, Invoice Amount, Earned Amount, Over/Under
Sort fields	None
Group fields	None

Report #61: EOM Expenses by Service

Use this report to review your expenses for your services.

Report Name	EOM Expenses by Service
Location in Aspire	EOM Report > Expense Tab > Expenses Drill Down List
Filter fields	None
Display fields	Opportunity Number, Opportunity Name, Property Name, Work Ticket Number, Service Lookup, Material, Sub, Equipment, Other
Sort fields	None
Group fields	Service Lookup

Report #62: EOM Expenses by Division

Use this report to review your expenses by division.

Report Name	EOM Expenses by Division
Location in Aspire	EOM Report > Expense Tab > Expenses Drill Down List
Filter fields	End of Month Standard Report > Expense Tab > Expenses Drill Down List
Display fields	Opportunity Number, Opportunity Name, Property Name, Work Ticket Number, Service Lookup, Material, Sub, Equipment, Other
Sort fields	None
Group fields	Division

Report #63: Inventory Adjustments by Item

Use this report to review any inventory adjustments made.

Report Name	Inventory Adjustments by Item
Location in Aspire	EOM report > Inventory tab > Inventory QTY Drill Down List
Filter fields	None
Display fields	Item Name, Quantity, Unit Cost, Total Cost, Allocated Date
Sort fields	None
Group fields	None

Report #64: Weekly Payroll

Use this report to help you complete your weekly payroll.

Report Name	Weekly Payroll
Location in Aspire	Hours Pivot Report in the Reports module
Filter fields	Work Date Year > Current Year, Work Date Month > Current Month, Work Date Week(s) > Select Current Pay Period Dates
Data display fields	Hours Base Cost
Row display fields	Division, Employee, Status
Column display fields	None