Your Canned Services Summary tells you which of your pre-built service packages are actually selling, and how much money they bring in. It lists one row per canned service you offer, with how many times you sold it, what it cost you, what you charged, your profit, and any fees — plus a Top 10 bar chart that ranks your best sellers by retail dollars. Use this report to see which packages are pulling their weight and which are sitting on the shelf.
Filters
| Filter | Default | What it does |
|---|---|---|
| Countries | Your country (only appears if you operate in more than one) | Picks which country's shops feed the Locations picker. |
| Locations | All of your shops (on the HQ view) | Narrows the report to one or more specific shops. Leaving it blank on HQ still means "all my shops" — not "no shops". |
| Order Status | All statuses (Estimates, Repair Orders, and Invoices) | Decides which orders count. If you only want to count invoiced sales, set this to "Invoice" — this is the single most common reason this report's numbers are larger than you might expect. |
| Invoiced Date | Off | Limits the report to orders invoiced in the date range you pick. Both the start date and the end date are included. |
| Service Writers | All writers | Limits to canned services that had one of the selected writers attached. Filtering by a single writer shows only that writer's share of the sale, not the whole order. |
| Paid Status | All (Paid, Unpaid, Partially Paid) | Limits by whether the order has been paid yet. |
| Fully Paid Date | Off | Limits to orders that were fully paid in the date range you pick. If you set both Invoiced Date and Fully Paid Date, the order must fit both windows — it's an intersection, not either-or. |
| Archived Status | Neither box checked (both archived and active services included) | Filters by whether the canned service itself is archived. Check only "Not Archived" if you want to hide services you've retired. |
A note on the two date filters: Invoice date is "I want data about jobs we finished and billed this month" — use it when you're asking "what did we close out?". Fully Paid date is "I want data about money that came in, regardless of when the job was done" — use it when you're asking "what cash actually landed this month?". Setting both at once gives you the intersection — only orders that were both invoiced and fully paid inside the window — which is narrow but useful for month-close reconciliation. Neither mode is more "correct" — they answer different questions.
Understanding Each Number
| Card | What it means | What it doesn't include | When it's useful | Notes |
|---|---|---|---|---|
| Canned Service | The name of the packaged service, as you set it up in your settings. | Ad-hoc services that were typed in directly on an order without being linked to one of your canned service templates. | Knowing which packages are being used at all. | — |
| Location | Which shop the canned service was sold at (only shown on the HQ view). | — | Seeing where a package is popular. | If the same canned service sold at multiple shops, only one shop shows up on the row — use the detail view for a per-shop breakdown. |
| Canned Service Group | The labels or categories you've attached to this canned service (e.g., "Maintenance", "Brakes"). | — | Grouping your packages by theme. | If you removed a label recently, it may still show up for older sales — the report preserves the labeling that was in place at the time of the sale. |
| # Sold | How many times this canned service was added to an order in the date range. | — | Seeing which packages your team actually uses. | This is a count of "service writer contributions," not unique orders. If two writers are both credited for the same canned service on the same order, it counts as 2. |
| Total Cost | Your total cost for everything in this canned service across every sale in the period (parts, labor, tires, etc.). | Order-level fees and discounts that weren't tied to a specific service. | Checking your cost of goods for a package. | — |
| Total Retail | What you charged your customers for this canned service in total. | Taxes. | Seeing which packages drive the most revenue. | This is what the Top 10 chart ranks by. Services you sold for $0 won't appear in the chart, but they'll still show up in the table. |
| Total Profit | Retail minus cost, totalled across all the sales. | — | Seeing which packages actually make money, not just sell a lot. | If you do the math yourself (retail − cost) you may see a penny or two of difference — this is normal rounding. |
| Total Fees | Service-specific fees like EPA or shop supplies that were attached to this canned service. | Fees that were applied to the whole order rather than this specific service. | Understanding how much fees are padding the price of a package. | — |
Common Questions
Q: Why is my # Sold count higher than the number of orders I had? A: # Sold isn't counting orders — it's counting the times the canned service was added and credited to a service writer. If one order had two writers working the same canned service, that counts as 2. That's the most common reason the number looks bigger than expected.
Q: Why is my total bigger than what my sales report shows? A: By default this report includes estimates and repair orders, not just invoiced sales. If you want to compare to a sales report that only counts invoices, set the Order Status filter to "Invoice" only and run it again.
Q: Why doesn't this match my Canned Services Detail report? A: They should match as long as you use the same filters on both. The Summary report rolls everything up into one row per canned service; the Detail report shows one row per order. Run them side-by-side with identical filters and the totals will line up.
Q: Why is a canned service I sold yesterday missing? A: A few possibilities: the data may not have refreshed yet (check the "Last updated" note at the top of the report), the service on the order might have been typed in directly rather than added from your canned service list, or your Invoiced Date / Fully Paid Date filter might exclude yesterday.
Q: Why are my Invoice Date and Fully Paid Date giving very different results? A: A car invoiced on March 30 that gets paid on April 5 lives in different months by those two dates. Invoice Date is about when you finished and billed the work. Fully Paid Date is about when the money actually hit. Pick the one that answers the question you actually have — they're both "right", they just answer different questions.
Tips for Getting the Most Out of This Report
- Run it monthly with Order Status = Invoice. This gives you a clean "what did my canned services actually earn last month" view that lines up with your sales report.
- Sort by Total Profit, not Total Retail. A canned service can rank high on retail and still be a loser on margin. Sorting by profit tells you which packages are actually worth pushing.
- Use the Canned Service Group column to compare themes. If you've labeled your packages ("Maintenance", "A/C", etc.), scan the groups to see whether one category of packages is outselling the others — that often points to a pricing or marketing opportunity.
- When a number surprises you, drill into the detail view. Click any row to jump into the Canned Services Detail report filtered to that service — it lists every order that contributed, which is the fastest way to reconcile a surprising total.
Canned Services Detail Report
To view a detailed report for a specific canned service, select that canned service from the table. This will take you to the Canned Services Detail Report for that service, where you can view all associated order information.
Check out our help article Canned Services Detail Report to learn more.
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