Your Canned Services Detail report shows every individual sale of a pre-built service package, one order at a time. It lists the order number, the customer and vehicle, the date it was invoiced, and what you made on that sale — cost, retail, profit, and fees — with a running total at the bottom. Use this when you want to see the actual orders behind your Canned Services Summary numbers, reconcile a surprising total, or pull a list of every customer who bought a specific package.
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 your numbers look 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. The table also sorts by Invoiced Date by default, most recent first — so orders that never got invoiced sit at the bottom. |
| Canned Services | All canned services | Narrows the report to one or more specific canned services. If you got here by clicking a row on your Canned Services Summary, this filter is already set to just that canned service. Clear it in the Filters panel to see every canned service. |
| Service Writers | All writers | Limits to sales where one of the selected writers was 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. |
There is no Archived filter on this report — archived orders are always included. If you want to see only active orders, use the Canned Services Summary report, which does offer that filter.
Date Filters
Invoice date is "I want data about jobs we finished and billed this month" — use it when you are 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 are 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 |
|---|---|---|---|---|
| Order # | The order number for the sale, as a link to open the order. | — | Jumping straight to the order to see what was sold and what was charged. | If you see the same order number on more than one row for the same canned service, it is because the order had more than one service writer attached — each writer's share of that canned service is its own row. |
| Canned Service | The name of the canned service that was sold on that order. | Services your team typed directly onto the order without using a canned service template. | Pulling a list of every customer who got a specific package. | The name shown is what it was called at the time of the sale — if you just renamed it, the old name may still appear for a short window. |
| Location | Which shop the order was written at (only shown on the HQ view). | — | Seeing which shop made the sale. | Every row shows one specific location — there is no rollup or "representative" location on this report. |
| First Name / Last Name | The customer on the order. | — | Cross-referencing with your customer records. | Blank if the customer is a business without a contact name — in that case look at the Company column. |
| Company | The customer's business/company name. | — | Seeing fleet and commercial sales. | This is the customer's business, not your shop. Blank for personal customers. |
| Vehicle | The vehicle on the order. | — | Seeing what vehicle the canned service was performed on. | Blank on orders with no vehicle. Recent edits to the vehicle may take a refresh cycle to appear. |
| Invoiced Date | The date the order was invoiced. | — | Confirming when the sale closed. | Blank for orders still in Estimate status that were never invoiced — those rows still show if your Invoiced Date filter is off. |
| Total Cost | Your cost for this canned service on this order. | Order-level fees and discounts that were not tied to this specific service. | Checking your cost of goods for a specific sale. | — |
| Total Retail | What you charged the customer for this canned service on this order. | Taxes. | Seeing what each sale actually brought in. | — |
| Total Profit | Retail minus cost for this canned service on this order. | — | Seeing which individual sales actually made money. | 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 (EPA, shop supplies, etc.) attached to this canned service on this order. | Fees applied at the whole-order level. | Understanding how much fees are adding to a specific sale. | — |
The totals at the bottom of the table add up all the rows in your current filter set. There is no Discount column on this report.
Common Questions
Q: Why are there two (or more) rows for the same order? A: The order had more than one service writer attached to the same canned service, and each writer's share of that sale is its own row. Add the rows together to see the full contribution of that canned service on that order.
Q: Why doesn't this match my Canned Services Summary report? A: They should match as long as the filters are identical on both. The one tricky filter is Archived — Summary lets you hide archived orders, but Detail does not. If Summary was set to "Not Archived" and Detail looks bigger, that is almost always why. Also, Summary shows one row per canned service (rolled up); Detail shows one row per service-writer contribution — so the row counts will always look different even when the dollars match.
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 is an order I know I sold 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 it. If you drilled in from Canned Services Summary, check the Canned Services filter in the Filters panel — it was pre-set to one canned service, which can hide orders you expected to see.
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 are both "right", they just answer different questions.
Q: Where is the Discount column? A: This report does not show discounts. If you need to see discounts alongside cost and retail, the Canned Services Summary export is the place to go, or open the individual order.
Tips for Getting the Most Out of This Report
- Use it to reconcile a surprising Summary number. Click a row on your Canned Services Summary to drill into Detail filtered to that one service — you will see every order that contributed. Sum the rows by hand and you will match the Summary total.
- Export to Excel when you need to share or slice further. The XLS export includes the full list under your current filters and is easy to pivot on in a spreadsheet.
- Set Order Status to Invoice for a clean sales view. Unless you are specifically trying to see open estimates, setting Order Status = Invoice removes noise from in-progress work.
- Pair it with a Fully Paid Date filter during month close. When you want to see every canned-service order that was actually collected on this month, flip Fully Paid Date on and leave Invoiced Date off.
Still have questions? Feel free to reach out to us through the chat icon. Thanks for reading!
Comments
0 comments
Article is closed for comments.