Overview
Aspire uses Layouts to control the design of documents you email or print, such as Proposals, Invoices, Payments, Statements, and Work Tickets. The Report Layout Default Settings screen lets you choose which Layout appears by default when you print or email these documents.
This article walks you through how to set default Report Layouts in Administration and how those defaults appear during your daily workflow.
Things to know
Aspire includes a prebuilt Default Layout for each document type. If you do not set a different default, this layout is the first option available when you print or email.
You can use Aspire Sample Reports in place of the Default Layout. Aspire Sample Report names start with "AS."
Additional customizable Layout options are available in the Layouts Catalog. For more information on available layouts, visit Using the Layouts Catalog.
Requirements
You have read Using the Layouts Catalog.
If you use a custom layout design rather than a standard one, the custom design must be finalized in Aspire.
You have System Admin permission added to your User Role.
Steps
Set a default Report Layout in Administration
Select your Profile icon > Administration>Application>Report Layout Defaults . The Report Layout list displays. Any existing default selections appear in this list.
Select New to open the New Report Layout Default window.
Select the Report Type dropdown and choose the report type you want to assign a default Layout to. For example, select Opportunity Proposal.
Select the default Layout design to use when you print or email this report type.
Note:
The Default Layout shown on this screen is Aspire's prebuilt layout. If you do not assign a different Layout as your default, this one remains the first available option when you print or email.
For this example, the Aspire Sample Report called AS-Contract by Invoice Type- Style 1 (v1) is selected.
(Optional) Select the Include Standard Report checkbox to keep Aspire's Default Layout available as an option when printing or emailing. If you clear this checkbox, the Default Layout does not appear as an option.
Select Save.
The new default now appears in the Report Layout list for the selected report type.
Use Report Layout defaults in your daily workflow
After you set a default Report Layout, it automatically appears when you print or email the associated document type. Follow these steps to see it in action with an Opportunity Proposal:
Select the Opportunities module in the side menu.
Select an opportunity from the list.
Select the three-dot icon or select Print Proposal on the opportunity screen.
Select Print Proposal. The Report Layout field displays the default layout you configured in Administration.
Optional: To use a different layout for this document, select the Report Layout dropdown and choose another option.
Tips
Use the Include Standard Report checkbox when you want your team to have the flexibility to switch back to Aspire's prebuilt Default Layout on a case-by-case basis.
You can set a different default Layout for each report type (Proposals, Invoices, Statements, and so on). Repeat the steps under the Set a default Report Layout in Administration section for each report type you want to customize.
To learn more about layouts that can published to your system, read the article for our Layout Catalog.
Expected results
After you save a new Report Layout default, the selected Layout appears automatically in the Report Layout field whenever you print or email the associated document type. You can always override the default by selecting a different layout from the dropdown before printing or emailing.