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Open: Reporting → Operations or Platform information.

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Operations

Review the operational-performance table for delivery progress and exceptions. Open the relevant project to understand the cause: missing customer information, installer allocation, rebate work, grid approval, inspection or metering. A job’s stage is a summary. Check readiness, compliance and financial detail before deciding that delivery is complete.

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Platform information

Review the platform information and billing/setup controls your role can access. If a PayTo setup action is offered, it requires the appropriate permission. Follow PayTo setup rather than changing customer-payment records.

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Monthly reports

Where enabled, monthly company reports provide a period summary. Check the month and timezone and your notification preferences. A report is a snapshot; a current dashboard can differ because later records or updates exist. Compare like-for-like measures. Accepted sales, installations and collected cash represent different events and can fall in different months.

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ArgonixIntelligence in this workflow

The selected-tab brief helps highlight operational or platform follow-up. Verify the corresponding project or billing record before acting.

Related topics

Understand the dashboardsCoordinate field operations and installersSet up your team and accessManage projects and jobsCollect site information