- 19 Jul 2022
- Updated on 19 Jul 2022
Effective utilization of reports in Aspire is a broad topic. This section provides links to various resources related to Aspire reports.
Useful Search Lists and Pivot Reports
Search Lists and Pivot Table Reports provide great flexibility for locating, summarizing, and analyzing the information available in Aspire. The articles, Aspire Reports – Top 60 and Snow Production Reporting provides a summary of some important reports that the company can set up using these two mechanisms. Each of these articles provides two key sections.
- Summary – Provides a table that breaks the reports up by business area (CRM, Sales, Purchasing, Invoicing, and Production), identifies where users would create them in Aspire, and identifies the role of the individuals within the organization who would use them.
- Report Definitions – For each of the reports, provides display fields, filters, sort criteria, and groupings that define the reports.
The Reports screen provides access to many of the reports available in Aspire. It is comprised of two tabs labeled Standard Reports and Favorite Reports. The Standard Reports tab provides basic access to the different types of reports. The user can go into any of these reports and customize them to specific purposes based on report-specific parameters that are available. If the user wishes to refer to a custom report configuration later, they can save it as a favorite, at which point it will become available on the Favorite Reports tab.
The Reports screen is available by clicking the Reports iconin the Aspire Navigation Bar down the left-hand side of the Aspire Desktop.
For individuals to have access to specific reports, the system administrator must assign their user account to a role that has permissions to view that report.
If the user scrolls down the Standard Reports tab of the Reports Screen, they will see that there is a hierarchy represented. At the top level, they can see all the Standard reports and two report groups: Drill Down Reports and Pivot Table Reports. The drill-down reports are all search lists
Reports can be saved using the Saveicon available when the report is displayed. For standard reports and pivot reports, clicking Save displays the Report View Save screen. For search lists, clicking Save displays the Advanced Search Save screen.
The Advanced Search Save screen is displayed when the user chooses the Save or Save As option on any Report screen.
|Name||When saving a new advanced search, allows the user to specify its name. When saving changes to an existing search, allows the user to rename the search by changing the value.|
|Shared With User(s)||Provides a drop-down list allowing the user to choose one or more other users with whom to save the advanced search. Once they have shared it, the assigned users will be able to pull up that search list. In their list of named searches, the name will be displayed next to the name the user assigned it. |
|Shared With Role(s)||Provides a drop-down list allowing the user to choose one or more roles with whom to save the advanced search. Once they have shared it, the users in the assigned roles will be able to pull up the search list. In their list of named searches, the name will be displayed next to the name the sharing user assigned it. They will not be able to modify the list definition, but they can use it as the basis for creating new named advanced searches|
|Rows per Page||The records returned in the search list are divided into scrollable pages. This field allows the user to specify how many items are displayed on each page by dragging the blue box within the bar. Aspire also shows which items are displayed on the current page. On each page, the user can scroll through the items using the scroll bar. The maximum number of records that can be returned on each page is 500.|
|My Default||Checking this box allows the user to make the advanced search the individual default for the current search list. The next time they log into Aspire and go to that search list, the default advanced search will be displayed. When the user clicks this checkbox and save, the advanced search replaces the prior default.|
|Save||Saves the advanced search and returns to the search list.|
|Cancel||Returns to the search list without saving the advanced search.|