Reports Permissions

The following information describes the reports-oriented Permissions that can be assigned to user roles.

View A/R Aging Report 

Gives you the ability to view Collection Notes in the A/R Aging Report

View A/R Aging Report Detail

Gives you the ability to view Collection Notes in the A/R Aging Report on the A/R Aging report details screen. 

View A/R Aging List

Gives you the ability to view Collection Notes on the A/R Aging Report search list. 

View Audit Report 

Gives you the ability to view audit reports. 

View Employee Overtime

 View and manage the employee overtime report. You must have a system admin permission enabled under your account to view and activate this permission. 

View End of Month Report 

Allows you to view the End of Month Report, which shows the revenue and expense transactions for the month, allowing the creation of monthly journal entries to true-up profit and loss in the accounting system. 

View Jobs 

Allows you to view a Job Report that summarizes operational information (work ticket summary, hours, material, profitability, etc.) for individual opportunities that have been won. Available in the Reports menu on the Opportunity screen. 

View Profit and Loss Report 

In a Profit and Loss format, you can view the Profit and Loss Report showing revenue and expense transactions for the specified period. 

View Profit and Loss Monthly Report

Enables you to view Profit and Loss Monthly Report showing revenue and expense for the specified time period in a Profit and Loss format month by month. 

View Operations Scorecard 

Allows you to view the Operations Scorecard Report showing the status of contract services (promised, delivered, and remaining). Also includes a breakdown of hours for completed work by the crew leader. 

View Pivot Table Reports 

Allows you to access the report section for pivot table reports. These reports allow you to reorganize and summarize selected columns and rows of data to obtain a desired report. To see the reports in this section of the Reports screen, you must also have permission for the specific reports they can view. 

View Pivot Table Reports - Hours 

Allows you to view and customize Hours Pivot Table Reports showing detailed hours by employee. You must also have View Pivot Table Reports permission. 

View Pivot Table Reports - Purchases  

Enables you to view and customize Purchases Pivot Table Reports showing allocations to work tickets from purchases or inventory. You must also have View Pivot Table Reports permission.

View Pivot Table Reports - Sales 

Enables you to view and customize Sales Pivot Reports showing all opportunities. You must also have the View Pivot Table Reports permission. 

View Pivot Table Reports - Work in Progress

Enables you to view and customize the Work in Progress Report that provides information about work progress. You must also have View Pivot Table Reports permission.  

View Pivot Table Reports - Work Tickets 

Enables you to view and customize Work Tickets Pivot Reports showing all work tickets with budget and actuals. You must also have View Pivot Table Reports permission. 

View Completed Work Profit and Loss Report

Allows you to view and customize View Complete Work Profit and Loss Report showing actual to budget numbers in a P&L format for completed work tickets.  

View Profit and Loss Report  

Enables you to view the Profit and Loss Report showing overall revenue and expense for the specified time period in a P&L format.

View Reports 

Enables you to access reports available from the Reports icon in the Aspire Navigation Bar. Without this permission, the Reports icon will not be available.

View Revenue 

Allows you to view revenue sections of Profit and Loss reports available from the Property Overview screen or the Opportunity screen. Allows you to view the Revenue section in the middle of the Property Overview screen, which includes a link to the Full Property Wizard.

View Tax Entity Report 

Allows you to access the Tax Entity Report that summarizes invoiced, taxable dollar amount, and invoiced tax amount by tax entity for a specified time period. Also shows the amount received from customers against those invoices and the tax dollars received. 

View Drill Down Reports 

Allows you to access the report section for drill-down reports. These reports allow you to drill down into additional detail within Aspire. To see the reports in this section of the Reports screen, you must also have permission for the specific reports they can view. 

View Drill Down Reports - Auto Expense Report 

Allows you to access the Auto Expense Report that provides a list of automatic expenses set up on opportunity services for vendor companies. 

View Drill Down Reports - Certifications  

Allows you to view and customize the Certifications Report that provides a drill-down search list of certifications received by each employee or subcontractor contact. You must also have View Drill Down Reports permission.

View Drill Down Reports - Clock Time  

Allows you to view and customize the Clock Time Drill Down Report that provides a drill-down search list of individual time entry clock in/out pairs. You must also have View Drill Down Reports permission. 

View Drill Down Reports – Construction WIP Adjustments Report

Allows you to view and customize the Construction WIP Report that lists work order costs to be completed. 

View Drill Down Reports - Contract Renewals  

Allows you to view and customize the Contract Renewals Drill Down Report providing a list of active contracts and their renewal status.  

View Drill Down Reports - Employee Clock Time 

Allows you to view and customize the Time Entry Drill Down Report that provides reporting on employee incidents recorded on the HR tab of the Contact screen. You must also have View Drill Down Reports permission. 

View Drill Down Reports – Employee Incident 

Allows you to view Equipment Inspection reports. You must also have the View Drill Down Reports permission. Admin users can assign this permission. 

View Drill Down Reports - Equipment Inspections

Allows you to view Equipment Inspection reports. You must also have the View Drill Down Reports permission. Admin users can assign this permission.

View Drill Down Reports – Invoice Revenue to Costs

Allows you to view and customize the Invoice Revenue Cost Report that compares invoiced revenue to actual costs for opportunities.  

View Drill Down Reports - Opportunity Service Report 

Allows you to view and customize the Opportunity Service Drill Down Report that shows all services on opportunities with information about their properties. Allows looking across all work that is being estimated and reviewing takeoffs and optional services. 

View Drill Down Reports – Profit and Loss Tickets 

Allows you to view and customize the Profit and Loss Tickets Report that shows work tickets related to revenue and expense transactions for the specified period.

View Drill Down Reports - Property Route Assignments

Allows you to view and customize the Property Route Assignment Report that lists off properties explicitly assigned to each route. 

View Drill Down Reports - Revenue Over Under Report

Allows you to view and customize the Revenue Over Under Report that compares invoiced revenue to earned revenue for each opportunity. 

View Drill Down Reports - Route Snow Planner 

Allows you to view and customize the Route Snow Planner Report that assists with route snow planning by providing a hierarchical list of opportunity services each route might provide.  Opportunity services listed under each course come from one of three possible places:

• Services on open opportunities whose start and end date contain the date specified on the report and whose properties are assigned to the route.
• Services identified for scheduled events on the Schedule Board where the route is found in the default route for the planned event and for which the start and end dates of the opportunity contain the date specified in the report.
• Services are scheduled for the route on the date specified in the report.

View Drill Down Reports - Sales Commission  

Allows you to view and customize the Sales Commission Drill Down Report that provides a drill-down search list of opportunities and associated information on which to base sales commissions. 

View Drill Down Reports - Site Audits 

Allows you to view and customize the Site Audit Report that can be used to summarize site audits performed. Key fields available include site audit type, property, audit date, completion date, audit score, auditor, and account owner. You must also have View Drill Down Reports permission.

View Drill Down Reports – Sub Ticket/Expense Exception 

Allows you to view and customize the Sub Ticket/Expense Exception Report that shows auto expense services with no actual costs. 

View Drill Down Reports - Time Entry 

It enables you to view and customize the Time Entry Drill Down Report that provides a drill-down search list of individual time entries to specific work tickets. You must also have View Drill Down Reports permission.

View Drill Down Reports - Weather Events

 Allows you to view and customize the Weather Events Report that provides a list of work tickets by weather event so you can evaluate the cost and revenue associated with these events. You must also have View Drill Down Reports permission. 

View Drill Down Reports - Work In Progress

 Allows you to view and customize the Work In Progress Report that shows revenue over or under for up to six months. 

View Drill Down Reports - Work Ticket Transaction 

Allows you to view and customize the Work Ticket Transaction Drill Down Report that summarizes work ticket information for each day visits were scheduled. Information fields are aggregated. For example, the start time is the minimum start time, end time is the maximum end time for the day, hours is the sum of all hours worked by all crew members on the work ticket that day, and materials quantity is the sum of amounts for all materials applied to the work ticket that day. 

View Drill Down Reports - Work Ticket Visits 

Allows you to view and customize the Work Ticket Visits Drill Down Report that provides a list of work ticket visits. You must also have View Drill Down Reports permission.

View Equipment Utilization Report 

Allows you to see the equipment utilization report. 

View Mobile Forms Report 

Allows you to view and customize the Mobile Forms Report providing a list of responses for a selected mobile form version.  

View Rolling Budget 

It gives you the ability to view the Rolling Budget report. 

View Visit Checklists 

It gives you the ability to view visit checklists. 

View Work Ticket Item Sourcing 

If you are an Admin user, you can assign this permission to users so that they can view Work Ticket Item Sourcing information.