Report Usage

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 provides great flexibility for locating, summarizing, and analyzing the information available in Aspire. The articles, Aspire Reports – Top 60 and Snow Production Reporting provide 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.

Reports Screen

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. You can go into any of these reports and customize them to specific purposes based on report-specific parameters that are available. If you wish to refer to a custom report configuration later, you 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 permission to view that report.

If you scroll down the Standard Reports tab of the Reports Screen, you will see that there is a hierarchy represented. At the top level, you 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 Save ()icon 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.

Saving Reports

The Advanced Search Save screen is displayed when you choose the Save or Save As option on any Report screen.