The Invoice Detail Report gives you a complete breakdown of all line items invoiced to a customer within a given date range. Use it to see what was sold, who sold it, the sold price, cost price, dollar profit, and profit percentage for each line item.
Running the Invoice Detail Report
To open the report, go to the Blackpurl header and select Reporting > Reports > Invoice Detail.
The report generates immediately using the following default parameters:
Type: Customer Invoice Detail
Invoice Date: Last 7 Days
Sales Types: All
Item Types: All
Changing the Report Parameters
You can change the report parameters by clicking the filter dropdown arrow to expand the filter options. For example, you can narrow results to a specific Salesperson, a specific Sales Type, or a custom date range.
If you select a Custom Date range for the Invoice Date, the system limits the range to a maximum of 30 days due to the volume of data involved.
There is also an option to display a Summary only by Invoice rather than a full line-item breakdown.
Default Columns
The report includes the following columns by default:
Type
Invoice Number
Invoice Date
Customer Name
Salesperson
Sales Type
Item Type
Item Description
Qty
Total Price
Total Cost
Total Profit
Total Gross Pct (percentage)
You can add or remove columns by clicking the column management icon and selecting or deselecting the columns you need.
More Information on Reporting
The following articles cover additional reporting features in Blackpurl:
Reporting Tips and Tricks — covers how to get totals, change columns and filters, print or export, save custom reports, and more.
Scheduled Reporting — covers how to schedule a report to generate automatically and be emailed to a Blackpurl user.
Blackpurl Reporting Overview — shows where to find all reports in Blackpurl.
Share a Custom Report in Blackpurl — covers how to share custom reports with other users.