Your Canned Services by Service Writer report groups pre-built service sales by the writer who owned the order, so you can see which writers drive volume and margin on which service packages. Each writer gets an expandable row; underneath are the canned services they sold, with how many were sold, your cost, retail, discount, profit, and fees, plus a "Totals" row that adds up each writer's numbers. Use it to coach your writers, spot top performers on specific packages, and see which writers are selling the most profitable mix of canned services.
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". |
| Invoiced Date | This month | Limits the report to orders invoiced in the date range you pick. This is the big one to remember: unlike most Shopmonkey reports, this one does not default to "all time" — it defaults to the current month. If you are missing data you expect to see, this is the first thing to check. Both the start and end dates are included. |
| Service Writers | All writers | Narrows to one or more specific writers. |
| 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. |
Two filters this report doesn't have (and you may be used to from similar reports):
- No Order Status filter: Estimates, Repair Orders, and Invoiced orders are all included and there is no way to filter them apart on this report. If you want "invoiced only", use the Canned Services Summary report instead.
- No Archived filter: Archived orders are always included.
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 |
|---|---|---|---|---|
| Service Writer (the expandable row) | Your writer, identified by the name on their user profile. | — | Comparing writers head-to-head on the same canned services. | The writer shown is the one assigned to the order — if an order was reassigned, every canned service on that order moves with it to the new writer. Writers you have deleted from your shop can still appear (so you can still see their history). |
| Canned Service (the rows underneath a writer) | The name of a canned service that writer sold. | Services your team typed directly onto an order without starting from a canned-service template. | Seeing a writer's canned-service mix at a glance. | A canned service with no name shows as "Untitled Service". If a canned service was renamed recently, the current name appears. |
| # Sold | The number of canned-service line items the writer sold in your date range. | — | Seeing who is selling the most of a given package. | This is not a count of unique orders. If one order had the same canned service on it as two separate services (both under this writer), the count is 2. To see the actual orders, click through to Canned Services Detail. |
| Total Cost | What those canned-service sales cost your shop (parts, tires, labor, subcontract, and tech time). | Order-level fees or discounts that were not tied to a specific service. | Comparing cost of goods across writers. | The value appears on each canned-service row and on the "Totals" row at the bottom of a writer's group. |
| Total Retail | What the customer was charged for those canned-service line items. | Tech time (timesheets) on the retail side — only parts, tires, labor, and subcontract contribute to retail. Taxes are also not included. | Seeing each writer's top-line sales on canned services. | Labor retail uses whatever hours and rates are on the order, so a labor edit takes effect immediately here. |
| Total Discount | Discounts applied to the canned-service line items themselves (service-level discounts). | Order-level discounts that were not attributed to a specific service. | Seeing where a writer is giving margin back through discounts. | Unlike Canned Services Summary and Canned Services Detail — which hide the discount — this report puts Total Discount right in the table. |
| Total Profit | Profit on those canned-service sales: retail minus cost, minus the discount. | Tech-time cost is not subtracted on the profit side. Fees and taxes are also not in the profit calculation. | Coaching writers toward selling the more profitable packages. | If you do the math yourself from the other columns ("Retail − Cost") you will not get Profit — profit already subtracts the discount and excludes tech-time cost. That is by design. |
| Total Fees | Service-level fees (EPA, shop supplies, etc.) attributed to those canned services. | Fees applied at the whole-order level that were not pushed down to a service. | Seeing how much each canned service adds in fees. | — |
The aggregate numbers on this report only appear per service writer (as the "Totals" row at the bottom of each service writer's section). There is no single grand-total across all service writers on the page.
Common Questions
Q: Why doesn't the Invoiced Date default to "all time" like my other reports? A: This one is different — it defaults to the current calendar month. If you want older data, open the Filters panel and either change the period or clear it (which sends "all time"). This is the single most common source of "where are my numbers?" on this report.
Q: Why is my writer attributed to orders they did not work on? A: The writer on this report is the writer assigned to the order, not to each individual service. If you (or somebody on your team) reassigned the order to a different writer at some point, every canned service on that order moves with it. If you want a report that attributes at the service level you will need a different report.
Q: Why doesn't this match my Canned Services Summary report? A: A few reasons, in order of how often they come up: (1) this report is computed live every time it is loaded, while Summary reads from a dataset that is refreshed on a schedule — so a recent edit will appear here first. (2) This report defaults to "this month"; Summary defaults to no date filter at all. (3) This report includes every order status and every archived order; Summary can filter those out. Line up all three of those and the totals should match.
Q: Why is there no "Last updated" note at the top? A: Because this report is live. It recomputes every time you open it, so there is no refresh timestamp to show. It is always fresh.
Q: Why is # Sold bigger than the number of orders I expect? A: # Sold counts service line items, not orders. If one order had the same canned service applied twice (as two separate service entries under the same writer), it adds up to 2. Click through to the underlying list on Canned Services Detail if you want to see the actual orders.
Q: I have a writer I expect on this report but they are missing. Why? A: The most common reason is that the orders they worked on do not have them listed as the order's service writer. This report pulls the writer off the order — not off individual services. Open one of those orders and check the header; whoever is listed as Service Writer is who gets credit on this report.
Q: Can I limit this report to only invoiced sales? A: Not directly — this report does not have an Order Status filter. For an invoiced-only view, use Canned Services Summary or Canned Services Detail, both of which do have that filter.
Tips for Getting the Most Out of This Report
- Always double-check the date filter first. The "this month" default is almost certainly not what you want if you are trying to look at last quarter or year-over-year. Clear it or pick the period you actually want.
- Use the drill-through to see the actual orders. Click a canned-service row under a writer and Shopmonkey will open Canned Services Detail filtered to that writer and that canned service — you see every order that contributed.
- Compare writers on the same package. Sort by a column like Total Retail or # Sold, expand a few writers, and compare who is winning on the canned services you care about. It is a cleaner coaching view than looking across every writer's whole order history.
- Export to Excel when you want to pivot. The XLS export has every row under the current filters and is easy to slice further in a spreadsheet — by writer, by canned service, by month.
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