Reporting & Company Settings

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

22 articles in this collection
Written by Travis Brown, Garrett, 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
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 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
Updated over a week ago

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

What are Shop Performance Reports?

These reports provide insight into your shop's profitability. The information in these reports comes from orders with a status of Invoice.

Written by Joseph Aizawa
Updated over a week ago

What are the Commission reports?

Find out your employee commissions at a glance with totals and rates displayed.

Written by Joseph Aizawa
Updated over a week ago

What are the Technician Reports?

Technician Reports show their recorded time logs, assigned services, labor cost, efficiency, and more.

Written by Joseph Aizawa
Updated over a week ago

What are the Parts & Line Items Sold reports?

Find information about line items, see them grouped by categories, and find totals for taxable items in these reports.

Written by Joseph Aizawa
Updated over a week ago

What are the Estimates & Invoices reports?

Get a comprehensive view of all work orders, view data on estimates, view paid invoices, and more.

Written by Joseph Aizawa
Updated over a week ago

What are the Payment reports?

Check out your payments, what’s the most common payment type, who’s paying you the most, and when your payments were deposited.

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 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

What are the User Permissions?

Permissions give you access to different areas of Shopmonkey. Find out what permissions are available and how to enable and disable them.

Written by Joseph Aizawa
Updated over a week ago

What are User Rates & Commissions?

Set your user’s labor rates, commission rates, and flat rate calculations.

Written by Joseph Aizawa
Updated over a week ago

What are the User Notifications?

Find out what Notifications can be sent out and how to enable them.

Written by Joseph Aizawa
Updated this week

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
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