> ## Documentation Index
> Fetch the complete documentation index at: https://docs.arcsolar.com.au/llms.txt
> Use this file to discover all available pages before exploring further.

# Review operations and platform information

> Separate delivery performance from software and billing setup.

**Open:** **Reporting → Operations** or **Platform information**.

## 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.

## 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](/setup/payto) rather than changing customer-payment records.

## 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.

## 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 dashboards](/reporting/overview.md)
- [Coordinate field operations and installers](/delivery/field-operations.md)
- [Set up your team and access](/setup/team.md)
- [Manage projects and jobs](/delivery/projects.md)
- [Collect site information](/quoting/site-information.md)