Your Line Item Type by Period report is a month-over-month trend table showing how much you sold in each line item category — Parts, Labor, Tires, Subcontract, and Fees — broken out by calendar month. Each row is a category, each column is a month, and each cell is that category's post-discount sales for that month. Use it to spot trends (is labor growing faster than parts?), compare seasons side by side, and click any cell to drill into the individual lines that make up that total.
Filters
| Filter | Default | What it does |
|---|---|---|
| Countries | Your country | On the HQ app only. Narrows the Locations list to shops in the selected country. |
| Locations | All the shops you can see | On the HQ app only. Pick which shops to include in the totals. |
| Invoiced Date | Shows every invoiced order you can see | Restricts the report to orders invoiced in a specific range. Also controls which months appear as columns. Note: the "this month" range you see in the filter is a placeholder — until you open the filter and pick a period, the report shows all time. |
| Fully Paid Date | Shows every invoiced order regardless of when it was paid | Restricts the report to orders fully paid in a specific range. Important: this does not change which months show up as columns — the columns are always based on when the order was invoiced, not when it was paid. |
| Paid Status | Everything | Limit to Paid, Unpaid, Partially Paid, or Overdue orders. |
| Type | All five types | Pick which of Parts, Labor, Tires, Subcontract, or Fees to show as rows. |
| Archived Status | Both archived and not archived included | Hide archived orders (or show only archived ones) if you want. |
| Categories | No filter | Narrow to specific inventory categories for parts and tires. |
| Technicians | No filter | Show only lines where one of the selected techs worked. |
| Customers | No filter | Show only the selected customers. |
| Vendors | No filter | Filter parts and tires by vendor. Labor, Subcontract, and Fees don't have vendors, so those rows drop to zero when you use this. |
| Workflow | No filter | Filter by workflow status. |
Date Filters
You have two independent date filters, and they answer different questions:
- Invoiced Date = "I want data about completed/closed jobs." Use this when the question is "what did we finish and bill this period?" — this is the normal way to read this report.
- Fully Paid Date = "I want data about money that came in, regardless of which jobs it relates to." Use this when the question is "which invoiced jobs got paid off this period?" One thing to keep in mind on this report: the columns you see are always the month the order was invoiced, not the month it was paid. So if you filter by Fully Paid Date = February, an order invoiced in January and paid in February will still appear in the January column.
- Both at once = the narrow intersection of the two. An order must be both invoiced in range A and fully paid in range B to be counted. Most routine reporting uses one date filter only.
Neither mode is more "correct" — they answer different questions.
Understanding Each Number
| Cell | What it means | What it doesn't include | When it's useful | Notes |
|---|---|---|---|---|
| Any month cell (e.g. Parts — Jan 2026) | The post-discount, pre-tax total for that line item category across every order invoiced in that month (within your filters). | Tax, whole-order discounts applied as a single adjustment, refunds, or voids. Also, this report only shows invoiced orders — open estimates and repair orders are excluded even if they have parts or labor on them. | Watching category trends over time — e.g. is your tire revenue growing? — or comparing the same month year over year. | Click any cell to drill into the Line Item Detail report filtered to that category and month. |
| Total (bottom row) | The sum of all five categories for that month. | Same exclusions as above. | A quick read on your month's total invoiced sales by line type. | The Total row should equal the five rows above it added together; if it doesn't, refresh the page. |
Common Questions
Q: Why does my February payment show up in the January column? A: The columns on this report are based on the date the order was invoiced, not the date it was paid. An order invoiced in January but paid in February lands in January. If you want to see money collected by month, use the All Payments report instead.
Q: I set the Fully Paid Date filter to February, but the columns didn't change to only February. Why? A: The Fully Paid Date filter controls which orders are counted, but the columns are always the order's invoiced month. So activating Fully Paid Date for February will show you all orders fully paid in February, displayed under the month each one was originally invoiced.
Q: Why don't my estimates show up here? A: This report only includes invoiced orders. Open estimates and open repair orders are excluded. If you want to see line items on estimates too, use Sales by Line Item Type or Line Item Detail and pick the status you want.
Q: Why doesn't this total match my Sales Summary total for the same month? A: Two reasons. First, this report is pre-tax and Sales Summary includes tax. Second, this report adds up line by line, while Sales Summary adds up order totals — whole-order discounts, rounding, and order-level adjustments can make them disagree by design. If you want to reconcile, look at the same orders on Line Item Detail and compare there.
Q: Why is my Fees row showing real numbers — I thought fees were different from parts and labor? A: Fees here are just any fee line items you've added to orders (e.g., shop supplies, disposal fees, EPA). They roll up the same way — the cell is the sum of fee amounts invoiced that month.
Q: A category I expected to see doesn't have a row. Where did it go? A: If no line items of that type were invoiced in any of the visible months within your filters, that row simply doesn't appear. Widen your date range or remove filters to confirm.
Tips for Getting the Most Out of This Report
- Pick one date filter, not both. The Invoiced Date filter is usually what you want — it restricts orders and controls which months show up as columns. Only activate Fully Paid Date for a narrow reconciliation question, and remember the columns still read as invoiced months.
- Click the cells. Every cell is a link to the Line Item Detail report filtered to that category and month. That's the fastest way to see exactly which lines made up a number — and to spot a single large outlier.
- Compare year over year. Open the Invoiced Date filter and pick a multi-month or multi-year range. The column headers make it easy to eyeball seasonal patterns — for example, tire sales spiking each winter.
- If a number looks off, check Archived Status. The default includes archived orders, so historical numbers for retired shops or customers can still show up. Pick "Not Archived" if you want only active records.
- If you need Order Status, Service Writer, Customer Type, Tags, or Added-From-Inventory filters, use the Sales by Line Item Type report instead — it has the same category breakdown plus those extra filters, though it only shows one period at a time (not a month-over-month trend).
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