Zentive HelpField-service support
SearchMain siteContact support
Reports

Employee Scorecards

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

Article details and last review
Owner/AdminReports3 minutesUpdated Sep 23, 2026Current instructions
Still need help?

What it answers

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

What's on the page

  • Table per employee: jobs completed, tracked hours, approved hours, closeout rate, training status.
  • Click an employee to filter Timesheets or Training & Team to them.
  • Pay rates come from the employee record; hours from approved timesheets.
Employee Scorecards

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).

Did this solve your problem?

Still need help?

Contact Zentive support

Tell us what happened and what you have already tried. We will include this article so you do not have to start over.

Replies by emailLogin, billing, sync, and setup help
Get help with this

Keep going

Reports

Crew Scorecards & Leaderboards

Crew KPIs for a date range: completed jobs, completed revenue, hour variance, on-time arrival, closeout completion, equipment readiness, training completion.

Open articleReports

Payroll Prep report

Approved hours × pay rate per employee for a pay period, ready to hand to payroll or sync to QuickBooks.

Open articleSettings & 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 articleReports

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.

Open articleReports

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 articleReports

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.

Open article