Table of Contents
Purpose
In Aspire, you have many different places to email and print documents like Proposals, Invoices, Payments, Statements, and Work Tickets to your customers.
You can use different standard or customized designs to display this data. Aspire calls these Layouts. The Report Layout Default Settings screen allows you to set the Layout you would like to use as the default for your emails and printed documents.
Requirements
✅You’ve read Using the Layouts Catalog.
✅ If you’re using Layout designs different from the Standard Layout Designs that are in your system already, you have received your Layout’s finalized designs from Aspire.
✅ To set up Report Layout Defaults in Administration, you have System Admin permission added to your User Role.
Setting Up Your Report Layout Defaults in Administration
Before you are able to use a specific Layout by default, you’ll need to set your preferences in Administration.
Navigate to the Profile Icon in the blue side menu. Then, click on Administration.
Then, click the Application tab. Select the Report Layouts Default subtab after!
This will bring you to the Report Layout list.
If you have any, there will be existing Default selections listed here, which we will see later on in the article.
Click New to create a New Report Layout Default record!
The New Report Layout Default window will pop up.
This is where you can set the default Layout that will be used when you print or email your deliverables!
Click the dropdown on the Report Type field!
Select the Report type that you want to set a Default Layout style for.
In this example, Opportunity Proposal will be selected.
Next, you’ll need to set the default Layout design that should be used when the Layout will be printed or emailed.
💡Questions about the Layout called the Default Layout? 💡
The Default Layout shown on this screen is Aspire’s prebuilt layout.
If you don’t set a different Layout as your Default, this one will be the first available option from your Layout list when you hit print or email.
It's design looks something like this:
🧠 There are additional, customizable Layout options that can be published to your system, and can be found in Aspire’s Layout Catalog! For more information, click here!
For this example, the Aspire Sample Report called AS-Contract by Invoice Type- Style 1 (v1) will be chosen!
There are Aspire Sample Reports that are available in your system, and you can use them in place of the Default Report for each Layout Type.
Aspire Sample Reports have a name that starts with AS.
💡Checking the Include Standard Report box allows your users to still have the option to choose Aspire’s Default Layout when printing your documents. If you uncheck this option, then the Default Layout would not be available when printing or emailing.
Save your new Layout Report Default!
After saving, you’ll see that on the Report Layout list, you’ve set up a new default report to be used when printing or emailing your Opportunity Proposals.
Using Report Layouts During Your Daily Workflow
Now that you’ve set up a new Default Report Layout when working with Opportunity Proposals, let’s see how this impacts your daily workflow.
Navigate to the Opportunities module in the blue side menu.
Select an opportunity from the list.
Once you are reviewing the Opportunity, click on the three dot menu.
Select Print Proposal from the list.
The Report Layout you see by default is the report you set up in Administration!
You can always override the Default Report Layout by selecting the dropdown menu in the Report Layout field before printing.