Reports

Money, sales, jobs and crews, and customer reports, plus exports.

24 articles1 topicsOwner/Admin

Common tasks in this section

What each report answers How revenue is calculated Profit & Loss Aging Receivables Cash Flow Sales Tax Job Profitability Crew Scorecards Payroll Prep Customer Lifetime Value Recurring Revenue (MRR)Export CSV or PDF

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ReportsOwner/Admin

Reports: what each one answers

The Reports hub groups 21 reports into Money, Sales, Jobs & Crews, and Customers. This page says what question each answers and links to its article.

ReportsOwner/Admin

How Zentive defines revenue in reports

Every money report uses one definition: payments received minus refunds, excluding sales tax and tips, dated by the recorded payment. What that includes and excludes.

ReportsOwner/Admin

Aging Receivables report

Outstanding invoice balances by days overdue (Current, 1–30, 31–60, 61–90, 90+) and by customer, so you know who to follow up with first.

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Reports

24 articles

Reports: what each one answersThe Reports hub groups 21 reports into Money, Sales, Jobs & Crews, and Customers. This page says what question each answers and links to its article.How Zentive defines revenue in reportsEvery money report uses one definition: payments received minus refunds, excluding sales tax and tips, dated by the recorded payment. What that includes and excludes.Aging Receivables reportOutstanding invoice balances by days overdue (Current, 1–30, 31–60, 61–90, 90+) and by customer, so you know who to follow up with first.At-Risk Customers reportCustomers with no recent service or open agreement, ranked by past value, so you can reach out before they churn.Cash Flow reportExpected cash over the next 30, 60, and 90 days from open invoices (by due date), scheduled agreement billing, and scheduled jobs.Crew Scorecards & LeaderboardsCrew KPIs for a date range: completed jobs, completed revenue, hour variance, on-time arrival, closeout completion, equipment readiness, training completion.Customer Lifetime Value reportNet collected revenue per customer over the life of the relationship, with a distribution and top customers.Employee ScorecardsPer-employee KPIs for jobs, hours, closeout quality, and training, with jumps into Timesheets and Training for that person.Equipment Utilization reportHow tracked assets are used by crew, service, and route, and which are due for maintenance.Expenses reportWhere your money is going, by expense category and account, for a period.Job Profitability reportCost versus price per job: margin winners and losers, using tracked labor, materials, and expenses.Jobs Completed reportCompleted jobs by date, crew, and service type, with a detail page per job.Lead Source ROI reportWhich lead sources (web form, referral, yard sign, social, phone) actually turn into collected revenue.Payroll Prep reportApproved hours × pay rate per employee for a pay period, ready to hand to payroll or sync to QuickBooks.Profit & Loss reportNet collected revenue, expenses, net profit, and margin for a period, with monthly trend, revenue by service, and expenses by category.Profit by Service reportWhich services make and lose the most money: revenue, cost, and margin per service item.QuickBooks Payroll Sync reportSync health by pay period: which approved shifts reached QuickBooks TimeActivity, which failed, and which are pending verification or drifted.Quote Conversion reportWin rate, average deal size, and time to close for quotes sent in a period.Recurring Revenue (MRR) reportLocked-in monthly revenue from active service agreements, with growth over time.Sales Pipeline reportOpen quotes grouped by deal stage with expected revenue, so you can see what is likely to close.Sales Tax reportTax collected by rate for a period, based on payments actually received, ready to copy into your filing.Service Agreements reportAgreement profitability, uninvoiced contract value, and upcoming renewals across all active agreements.Training & Team reportAssigned, overdue, and pending-signoff training across crews and employees.Export a report as CSV or PDFReports with export buttons let you download their displayed tables as CSV or their report view as PDF. Availability varies by report.

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Start 1Reports

Reports: what each one answers

The Reports hub groups 21 reports into Money, Sales, Jobs & Crews, and Customers. This page says what question each answers and links to its article.

Start 2Reports

How Zentive defines revenue in reports

Every money report uses one definition: payments received minus refunds, excluding sales tax and tips, dated by the recorded payment. What that includes and excludes.

How to use this section well

Revenue in Zentive reports means payments received minus refunds, by the date the money came in.

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.
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