Find the Right Report
Open Reports Overview, add Advanced Reporting if named reports are locked, then export or ask Soliven about the numbers on screen.
Updated September 23, 2026
Reports subtitle is Job costs, profitability, operations, and business health. Only Admin and Office Manager see this module.
Requires the Advanced Reporting feature. If you do not see it, ask your OpsVara contact whether it is enabled for your account.
Named reports require Advanced Reporting. On Launch and Crew it is a platform add-on at $19.99/mo. Fleet and Enterprise include it. When it is purchasable, Reports shows Advanced Reporting is available on your plan with Add in Billing (company admin) or Open Billing.
Start on Overview
Open Reports. The left nav starts with Overview and Saved Reports, then groups: Financial, Operations, Customers, Workforce.
Unlock named reports if they are grey
Grey titles need the add-on. Company admin: SettingsBilling. Opening a locked report also shows Advanced Reporting Required.
Pick the report that matches the question
Use the table below. ReportsUse Tax is the filing view; enter rates first under SettingsTaxes (Taxes is on every plan).
Export or ask
Export → Download CSV (every row in the current filter, not just the page on screen) or Print / PDF. Quick prompts sit under Ask Soliven. Ask a question opens Ask Your Data — that chat uses the open report's filters. It is not the same as the Help chat (Ask a question on the SOLIVEN button).
| Report | Category | Use it when you need |
|---|---|---|
| Reports Overview | — | Margin, on-time rate, at-risk customers, season revenue |
| Job Costs | Financial | Completed jobs with materials, labor, and drive costs |
| Profitability per Site | Financial | Rank sites by revenue, cost, visits, and gross margin |
| Year-over-Year Metrics | Financial | Revenue, completed work, customers, retention, margin vs last year |
| Cash & Collections | Financial | Invoices sent, aging, past-due, collections velocity. Site Type (default All Sites) and Customer Type (default All Customers) filter the tiles and overdue list together; export uses the same filters |
| Revenue Forecast & Pipeline | Financial | Still-to-bill contracts and open quote pipeline |
| Use Tax | Financial | Tax owed on chemicals bought untaxed and used on jobs. Set Exempt Symptoms under Settings → Taxes first |
| On-Time Completion | Operations | Finished on the intended day vs late / delayed / missed |
| Route & Labor Efficiency | Operations | Revenue per crew hour, labor cost and pay per stop, windshield time, route density |
| Chemical & Inventory Usage | Operations | Usage by product and site (chemicals vs parts) |
| Customer Risk Report | Customers | Unpaid invoices, escalations, complaints, declining volume |
| Lead Funnel & Speed-to-Lead | Customers | Leads by source, time to first contact, quoted and won rates, follow-up sequence outcomes (Sales Pipeline add-on), plus a trend of leads, contacted, and won by week, month, or year |
| Contract Renewal & Retention | Customers | Upcoming renewals with margin, overdue balance, reschedules, escalations and work-done visits (sortable), churn, suggested next action |
| Worker Compensation | Workforce | What every contractor and employee is owed for a pay period — visits, hours and overtime, salary, revenue share, commissions, bonuses and route pay — with approve, statements and history |
| Contractor Payout | Workforce | The earlier payout view; once Worker Compensation is activated it shows the same numbers |
| Worker Insights | Workforce | Jobs, hours, labor cost, drive time, callbacks, ratings, photos by person |
| Care Schedule | Customers | Offer-to-approval conversion on care tasks. The worklist is Set Up Care Schedule |
| Customer Satisfaction | Customers | Feedback scores, response rate, Ratings by Worker (the header says Click a worker to see why), callbacks, complaints (Beta badge on Overview) |
On Customer Satisfaction, click a row in Ratings by Worker to open that person's ratings. The panel is titled with their name and includes What's behind this rating — the visits and scores behind the average.
Verify it worked
You can open the named report (no Advanced Reporting Required banner), the date filter matches the period you care about, and Download CSV returns the same columns you see on screen — with every matching row, not a sample.
Frequently asked questions
I can open Reports but every named report says Advanced Reporting Required. Is that a plan mistake?
Reports navigation is on every paid plan. The named reports (Job Costs, Use Tax, and the rest) need the Advanced Reporting add-on — $19.99/mo on Launch and Crew, included on Fleet and Enterprise. Add it from Settings → Billing.
Does Chemical & Inventory Usage show what we billed the customer?
No. It aggregates usage by product, site, and season (quantity, cost, trend). Billed chemical lines live on the invoice. Use Tax uses what you paid for the product, applied at the job site — set rates under Settings → Taxes.
Related guides
- Find a SettingJump to the Settings tab you need — Company, Team, Billing, Work Types, Taxes, Automations — without duplicating those how-tos.
- Use Tax Exempt SymptomsTick Exempt Symptoms on a use-tax jurisdiction so chemicals applied for those recorded issues — such as invasive-species control — are not taxed on that visit.
- Set Up Care ScheduleBuild a catalog of periodic add-on tasks, attach them to plans, and work due items from Office Ops — filter cleans, aeration, and other extras that ride on top of the regular visit.
- Bill Chemicals Used on InvoicesTurn on chemical usage billing, pick flat or markup pricing, and let completed visits add chemical lines to the monthly invoice.