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Reporting & Company Settings
Reporting & Company Settings
Understand the data shown on your reports, as well as some key company settings available to you.
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23 articles in this collection
Written by
Travis Brown,
Garrett,
Zack Buffum
and 1 other
How do I use import templates?
Learn how to use pre-made templates to import existing shop data for customers, vehicles, parts, labor, and more
Written by
Garrett
Updated over a week ago
How do I export shop data?
Use built-in features to easily export data from Customers, Vehicles, Inventory, Reports, and more
Written by
Joseph Aizawa
Updated over a week ago
Reporting
How do I view and export reports?
Learn how to run and download reports for invoices, payments, purchase orders, shop performance, and more
Written by
Garrett
Updated over a week ago
How do I keep track of referrals and view referral reports?
Assign a Referral Source to customers and access reports to know which methods are the most effective
Written by
Joseph Aizawa
Updated over a week ago
How can I use Shop Performance Reports?
View these reports to better understand your shop’s overall performance and canned service profitability
Written by
Joseph Aizawa
Updated over a week ago
How can I use Commission Reports?
View employee commissions at a glance with totals and rates information
Written by
Joseph Aizawa
Updated over a week ago
How can I use Technician Reports?
Access information about techs’ time logs, assigned services, labor cost, efficiency, and more
Written by
Joseph Aizawa
Updated over a week ago
How can I use reports from Parts & Line Items Sold?
Find data about service line items, including sales tax, number sold, and in-depth cost information
Written by
Joseph Aizawa
Updated over a week ago
How can I use reports from Estimates & Invoices?
Get a comprehensive view of all work orders, paid invoices, estimates, and more
Written by
Joseph Aizawa
Updated over a week ago
How can I use Payment Reports?
View information about transactions, the most common payment type, payment deposits, and more
Written by
Joseph Aizawa
Updated over a week ago
How can I use the End of Day report?
Quickly determine your shop’s daily performance through viewing key money metrics, such as for sales, payments, and more
Written by
Joseph Aizawa
Updated over a week ago
How can I use the Sales Summary report?
Use this report to view a snapshot of your sales information, which includes trends and breakdowns
Written by
Joseph Aizawa
Updated over a week ago
How do I set up and track employee commissions?
Set employee commission percentages based on parts, labor, and tires and run reports for accurate payroll
Written by
Zack Buffum
Updated over a week ago
How can I use the Dashboard?
Quickly access a simple overview of key areas in your shop
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 the general settings?
Set up your shop information, your rates and fees, your document details, and much more.
Written by
Joseph Aizawa
Updated over a week ago
How do I customize Rates & Commissions?
Learn how to set users’ labor rates, flat rates, and commission rates
Written by
Joseph Aizawa
Updated over a week ago
How do I customize Notifications?
Learn which Notification Types are available and how to enable them for users
Written by
Joseph Aizawa
Updated over a week ago
How do I restore Deleted Items?
Find and filter through Deleted Items to quickly restore them as needed
Written by
Joseph Aizawa
Updated over a week ago
How do I edit user settings?
Customize what users can access and the notifications they receive
Written by
Garrett
Updated over a week ago
How do I add my logo to estimates and invoices?
Easily upload your logo to personalize 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