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.

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Employee Scorecards

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

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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.

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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.

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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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