Pivot tables help organize and analyze financial data efficiently. In Aspire, you can use pivot reports to track purchases and allocations in accounts receivable. This job aid provides step-by-step instructions to build a pivot report using the purchase pivot table.
Steps to Build a Pivot Report
1. Go to Aspire Dashboard and Navigate to Reports
- Log in to Aspire and access the main dashboard.
- Locate the “Reports” section in the menu.
2. Select Standard Reports and Scroll Down to Purchase Pivot Table
- Click on the “Standard Reports” option.
- Scroll through the available reports and select “Purchase Pivot Table.”
3. Click Above Additional Category and Select Show Field List
- In the pivot table interface, click the section above “Additional Category.”
- Choose “Show Field List” to reveal available data fields.
4. Add Purchase Unit Type and Allocation Unit Type
- Find Purchase Unit Type and Allocation Unit Type in the field list.
- Drag these fields into the field list to include them in the report.
5. Expand Data Fields for Better Analysis
- Click on the added fields and select “Expand All.”
- This action will display a more detailed breakdown of purchase data.
6. Add Divisions into the Field List
- Locate “Divisions” in the field selection panel.
- Click and drag “Divisions” into the field list area to organize data accordingly.
7. Save and Export the Pivot Report
- Click on the save icon to store your customized pivot report.
- Select “Export to Excel” to download the report for further analysis or sharing.
8. Review all the details of the Pivot Table in the reference Excel sheet.
Pivot reports in Aspire allow for better financial tracking and data analysis. By following these steps, you can create, customize, and export purchase pivot tables to manage accounts receivable more effectively.
Download a PDF version of the job aide here.