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Reports & Insights
What each report answers and how to read it.
Reports is for Admin and Office Manager. Start with Find the Right Report.
- Find the Right ReportOpen Reports Overview, add Advanced Reporting if named reports are locked, then export or ask Soliven about the numbers on screen.
- Read the Contracts by Season ReportCustomers, sites, and contracts each season, average contract value by work type, who renewed and who was lost, and how this season's sign-up quotes are converting.
- Approve and Pay a Pay PeriodReview what every worker is owed for a pay period, clear the flags, approve and lock it, export the payroll CSV and statements, mark it paid, and read corrections after approval.