Reporting & Company Settings

Understand the data shown on your reports, as well as some key company settings available to you.

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17 articles in this collection
Written by Travis Brown, Garrett G, Zack Buffum and 1 other

How do I use data Import Templates?

Use Shopmonkey's built-in templates to import your existing data

Written by Garrett G
Updated over a week ago

How do I export my data?

Use Shopmonkey's built-in features to export and backup your data

Written by Joseph Aizawa
Updated over a week ago

Reporting

How do I use the Referral Summary?

This report breaks down the payments made by their referral source.

Written by Joseph Aizawa
Updated over a week ago

How do I use the End of Day Report?

A snapshot of key performance metrics and payments to help you keep a pulse on how money is flowing through your business every day.

Written by Joseph Aizawa
Updated over a week ago

How do I use the Sales Summary Report?

This report is a snapshot of your sales that shows breakdowns and percentages so you can get a pulse of how your shop is doing.

Written by Joseph Aizawa
Updated over a week ago

How do I run reports for my shop?

Learn how to run reports, export to XLSX, search, filter and read to find what you need

Written by Garrett G
Updated over a week ago

How do I track employee commissions?

Set user commission percentages on parts, labor or tires and run reports for accurate payroll.

Written by Zack Buffum
Updated over a week ago

How does the Dashboard work?

View your business at a glance with a simple overview of key areas

Written by Travis Brown
Updated over a week ago

Company Settings

How do I set up taxes in Shopmonkey?

Discover how to set up taxes, how to set tax exemptions, and what that looks like on estimates and invoices.

Written by Joseph Aizawa
Updated over a week ago

How do I add and remove a technician?

Learn how to add a new user and how to remove an existing user

Written by Travis Brown
Updated over a week ago

How do I get access to Deleted Items?

See your deleted items and bring them back in one piece.

Written by Joseph Aizawa
Updated over a week ago

How do I edit user settings?

Customize what your users have access to and what notifications they receive

Written by Garrett G
Updated over a week ago

How do I add my logo to estimates and invoices?

Written by Travis Brown
Updated over a week ago

How do I use the Technician View?

See services and inspections that need to be done, clock in, and view vehicle specs from the Technician view.

Written by Joseph Aizawa
Updated over a week ago

How do I assign my employees to orders?

Make sure your Service Writers and Techs are assigned to every order

Written by Joseph Aizawa
Updated over a week ago

How do I set up a Pricing Matrix?

Creating and selecting your pricing matrix for services, customers, and fleets

Written by Garrett G
Updated over a week ago

How do I set up a Labor Matrix?

Optimize your labor profits by standardizing your labor markup

Written by Garrett G
Updated over a week ago