Training & Team report

What it answers

Assigned, overdue, and pending-signoff training across crews and employees.

What's on the page

Tiles: modules, assigned, completed, overdue, pending signoff.
Table per employee and module with status and completion date; sign off from here or from Settings → Training & Team.

Training & Team report with completion and signoff counts. — Training & Team report

Every report works the same way

Date presets (This month, Last 30 days, This year) or a custom Start and End date; Month / Quarter / Year grouping where it applies; stat tiles with a comparison to the prior period; charts; a table; and CSV and PDF buttons at the top right (the PDF includes the charts).

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Settings & Company Setup

Publish training and SOPs to your crews

Publish documents, videos, links, checklists, and acknowledgements to all crews, a crew, a role, or one employee, with required completion and owner sign-off.

Open article Reports

Employee Scorecards

Per-employee KPIs for jobs, hours, closeout quality, and training, with jumps into Timesheets and Training for that person.

Open article Crew App

See your work history and profile

Work History lists the jobs you completed with time, photos, and notes; Profile shows your details; Training holds SOPs and checklists assigned to you.

Open article Reports

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.

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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.

Open article Reports

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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