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Canned Services Summary Report

View a snapshot of total payments by canned service

Ashley Bennett avatar
Written by Ashley Bennett
Updated over 3 months ago

Canned Services Summary Report

The Canned Services Summary Report shows payments data for canned services performance in your shop.

Canned Services Summary report

Filters

Select Filters to choose which data is displayed.

Canned Services Summary report filters
  • Order Status: Displays data from orders based on order status (estimate or invoice)

  • Invoiced Date: Displays data from orders converted to an invoice within the date range selected

  • Service Writers: Displays data from orders assigned to that service writer(s)

  • Paid Status: Displays data from orders based on the paid status (paid, unpaid, partially paid)

  • Fully Paid Date: Displays data from orders fully paid within the date range. Partially paid invoices will not be displayed with this filter

  • Archived Status: Displays data based whether or not the order is currently archived

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 the Canned Services Detail Report section of the Parts & Line Items Sold Reports article to learn more.


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