---
title: "Search and Dashboard Metrics Enhancement"
slug: "search-and-dashboard-metrics-enhancement"
updated: 2025-07-29T17:29:41Z
published: 2025-07-29T17:29:41Z
canonical: "guide.youraspire.com/search-and-dashboard-metrics-enhancement"
excludeFromSearch: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://guide.youraspire.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Search and Dashboard Metrics Enhancement

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/aspire_template.jpg?sv=2026-02-06&spr=https&st=2026-11-13T10%3A06%3A35Z&se=2026-11-13T11%3A06%3A35Z&sr=c&sp=r&sig=RrUsGnNmdeW8%2BME%2Bi45UQslMpotIuxIJTwN%2BAilctkM%3D)

**Search and Dashboard Metrics Enhancements**

---

### **What's new?**

Aspire now makes it easier to create actionable dashboards and find the data you need quickly. You can create a dashboard metric directly from a saved advanced search list, with your filters and settings pulled in automatically. Aspire also now supports hourly auto-refresh for dashboards, and the search bar (Omnisearch) has been expanded to include phone numbers, emails, and property addresses, helping newer users build more intuitive workflows and locate information faster.

### **Requirements**

- You need *Full Advanced Search Access* to create dashboards.
  - If this permission is turned off, you’ll only be able to view advanced search lists shared by others. Your default list stays the same unless you set a new one or an admin shares a new default list.
- You must have permission to view the data source you're working with (like *Opportunities*, *Properties*, *Work Tickets*, etc.).

### **Configuration**

To configure hourly refresh:

1. Select your profile icon to go to the *User* screen.
2. Scroll to **Application Preferences >** **Application**.
3. Switch **Hourly Dashboard Refresh** to **On**.

Once this is on, your dashboard metrics will refresh automatically every 60 minutes while you’re looking at the dashboard.

### 

### **Overview of the new functionality**

#### Create a metric from an advanced search list

![Screen capture of the new Create Metric button from the More menu on a Advanced Search List screen.](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/create_metric.jpg?sv=2026-02-06&spr=https&st=2026-11-13T10%3A06%3A35Z&se=2026-11-13T11%3A06%3A35Z&sr=c&sp=r&sig=RrUsGnNmdeW8%2BME%2Bi45UQslMpotIuxIJTwN%2BAilctkM%3D)

If you’ve saved an advanced search list with filters, grouping, and sorting applied, you can now convert that list into a dashboard metric:

1. From any module, open an advanced search.
2. Apply filters, grouping, and sort settings.
3. If you haven’t already saved the list, select **Save**.
4. Click the **More actions** (three-dot) menu > **Create metric**.
5. Aspire opens the **Create Metric** modal:
  - **Element type** is pre-filled as *Advanced Search*.
  - **Selected search list** is also pre-filled.
6. Fill in the rest of the metric configuration (name, threshold, dial type).
7. Select **Save**.
8. You’ll return to your search list.

Note:You must save the list before the **Create Metric** option becomes available.

### **How to use the improved search**

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/Screenshot%202025-06-30%20at%202.36.39%E2%80%AFPM.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A06%3A35Z&se=2026-11-13T11%3A06%3A35Z&sr=c&sp=r&sig=RrUsGnNmdeW8%2BME%2Bi45UQslMpotIuxIJTwN%2BAilctkM%3D)

You can use a letter or a combo of letters before your search term to focus on one type of record. For example:

- `c` = Contacts/Companies
- `cn` = Contact by phone number
- `ce` = Contact by email address
- `p` or `pa` = Property or Property by address
- `o` or `j` = Opportunities
- `t` = Work tickets

Examples:

- Typing `pa 123 Main` returns any matching properties by address.
- Typing `ce jsmith@example.com` returns matching contacts by email.

Without a prefix, Aspire searches across multiple object types:

- Property: Returns active properties by name within your accessible branches.
- Contact: Matches by first or last name (excludes API credential records).
- Company: Returns active companies by name if you have the View Companies permission.
- Issue: Matches issue number, activity number, or subject line.
- Opportunity: Matches by number or name.
- Invoice: Returns results by number if you have the *View Invoicing* permission.
- Receipt: Returns matching receipts by number if you have the *Create Receipt* permission.
- Work ticket: Matches non-canceled tickets by ticket number
- Phone number: Matches any contact (and associated company) by phone number, including mobile, home, office, and fax. The search supports common formatting variations (e.g., (123) 456-7890, 123-456-7890, 123.456.7890, 1234567890).
- Email address: Returns contact records that match the entered email address. Partial matches are supported, and the search adapts to different email formats.
- Property address: Matches property records by street address. Search considers Address Line 1, Address Line 2, City, State, and ZIP, but at least part of the street address (line 1 or 2) must be entered. City, state, or ZIP alone won’t return address-based results.

### **Keep in mind**

- Search lists must be saved before they can be used to create dashboard metrics.
- Auto-refresh only works when the dashboard is being viewed.
- Metrics from saved searches keep their filters, so the drill-downs stay accurate and usable.