Reports
Reporting Options in ASPIRE
There are three supported reporting options with ASPIRE: 1. Use ASPIRE's Standard Dashboard Reports available on a separate system-defined dashboard that can be found on the Home menu - System Reports dashboard. The System Reports dashboard provides ...
Aging Bucket With Immaterial Exclusion Report
If you want to review a contract's receivables and not show the Immaterial Exclusion amount, the Aged Receivable by Contract report should be run. This report will exclude any immaterial amount from the aging bucket amounts. Immaterial Exclusions are ...
Portfolio Reconciliation Presentation
Presented at the 2023 LTi User Conference See attached document for complete information. Agenda: Portfolio Reconciliation Tips and Tricks Configuration That Impacts Reporting GL Interfaces Accounting Methods Reports That Tie to GL Exports General ...
List of Standard ASPIRE Reports
See attached document for entire list. The attached document lists each standard ASPIRE Dashboard Report with a brief description.
Comments Not Displaying on Aged Invoice by Contract report
The "Latest Comment" field on the Aged Invoice by Contact was not displaying any information. To populate that field on the Aged Invoice by Contract report, do the following: 1. Go to the Administration menu - Codes and Types - Comment Type 2. At the ...
NLP file deprecation in ASPIRE
Versions of Aspire older than 5.19.10 may use .nlp configuration files for reporting that are not compatible with Aspire versions 5.20.48 and above. If these files exist, the following errors will be generated when trying to run reports. "There ...
Using Contracts from a Work Queue as Your Selection Criteria for a Trial Balance
See attached video for a demonstration In ASPIRE version 5.18 we added the ability to enter contract ID(s) directly into the the parameter field instead of choosing a range. What some people may not realize is how easy it is to paste results from a ...
Reports Overview Video
See linked video for complete information. The linked video reviews the basics for using ASPIRE Dashboard Reports with an attached document outlining some commonly used reports. Click here for the 7 minute video.
Invoice Reports Video
See linked video for complete information. The linked video provides a brief overview of invoice related reports with an emphasis on delinquency and customer service. Click here for the 10 minute video.
Invoicing and Delinquency Reporting
See attached document for complete details. This document is intended to give users an overview of Invoice and Delinquency reports with an emphasis on delinquency and customer service during the Covid-19 pandemic. LTi realizes that during this period ...
Prepaid Invoice Report Logic
The Prepaid Invoice report (in the Dashboard Reports - Invoicing folder) is limited to invoices where the payment Effective Date is less than the Due Date, the payment has been posted and not returned, and the invoice detail record OpenClosedOid is ...
Standard Contract Earnings Report - Calculations and Logic
See attachment for details. The attached document details the Contract Earnings logic used on the Contract Earnings report in the Dashboard Reports Earnings folder. The document defines the Contract Earnings logic for a Capital (Direct Finance) ...
Standard Book Value Report - Calculations and Logic
See attachment for details. The attached document details the Book Value logic used on the Book Value report in the Dashboard Reports General Ledger folder. The document defines the Book Value logic for a Capital (Direct Finance) Lease, Operating ...