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Reports

Track revenue, invoices, jobs completed, and other business numbers.

14 articles14 topicsOwner/Admin

Common tasks in this section

Profit and loss Aging receivables Sales tax Cash flow Job profitability Employee scorecards Prepare payroll View revenue reports View expense reports Manage equipment View invoice reports Export report data

Popular in this section

Invoice ReportsOwner/Admin

View invoice reports

Check invoice reports so you can see which invoices are paid, open, or past due without digging through each record.

Job Completion ReportsOwner/Admin

View job completion reports

Review completed job records so you can track production, notes, and outcomes without opening each job one by one.

Revenue ReportsOwner/Admin

View revenue reports

Check whether the business is actually making money, not just staying busy.

Browse by topic

Aging Receivables

1 article

Use the aging receivables reportFind unpaid customer balances by age so the office knows which invoices need follow-up first.

Cash Flow

1 article

Use the cash flow reportSee when cash entered and left the business so you can plan payroll, purchasing, and collection work.

Equipment & Assets

1 article

Manage equipment and assetsTrack important equipment so crews and owners know what exists, where it is used, and when it needs attention.

Expense Reports

1 article

View expense reportsSee where fuel, dump fees, materials, and other costs are piling up before they eat the profit on your jobs.

Exports

1 article

Export report dataExport a clean file when you need to send numbers to your bookkeeper, business partner, or anyone working outside Zentive.

Invoice Reports

1 article

View invoice reportsCheck invoice reports so you can see which invoices are paid, open, or past due without digging through each record.

Job Completion Reports

1 article

View job completion reportsReview completed job records so you can track production, notes, and outcomes without opening each job one by one.

Job Profitability

1 article

Review job profitabilityCompare job revenue with labor, materials, and other costs to find work that is helping or hurting margin.

Profit & Loss

1 article

Read the profit and loss reportCompare income and expenses for a selected period to understand whether the business is operating profitably.

Quote Reports

1 article

View quote conversion reportsSee how many quotes are turning into booked work so you can catch slow follow-up, pricing issues, or deals that are dying on the vine.

Revenue Reports

1 article

View revenue reportsCheck whether the business is actually making money, not just staying busy.

Sales Tax

1 article

Review the sales tax reportReview taxable sales and tax collected for a period before sharing totals with your accountant or filing system.

Scorecards

1 article

Use employee and crew scorecardsReview consistent performance measures with your team without treating one number as the whole story.

Timesheets

1 article

Review timesheets and prepare payrollCheck employee hours, correct obvious gaps, and prepare an accurate payroll handoff.

Best place to start

Start 1Invoice Reports

View invoice reports

Check invoice reports so you can see which invoices are paid, open, or past due without digging through each record.

Start 2Job Completion Reports

View job completion reports

Review completed job records so you can track production, notes, and outcomes without opening each job one by one.

How to use this section well

Reports are most useful when you compare the same date range across revenue, invoices, and expenses.

Use task-based articles first, then reference articles after the workflow is moving.
Share specific article links with crews or customers instead of sending them to the homepage.
Contact support if the live UI does not match the documented path.

Still need help?

Contact Zentive support

Include your business name, account email, what you were trying to do, what happened instead, and a screenshot if possible. For billing, sync, or login issues, include the exact error message if shown.

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