This article is intended for dealerships that have been using Blackpurl for a few weeks and are ready to start using Reporting.
The biggest piece of advice we can give - please spend time going through the reports, learn how to use them, work out what you want to see and if you need help, reach out to Blackpurl Support
Getting started with Blackpurl Reporting
The best way to learn Blackpurl Reporting is to spend time reviewing the available reports and learning how they work.
Start by:
Reviewing the reports available in Blackpurl.
Identifying the information you need to monitor or report on.
Trying the available reports to understand what information they provide.
Adjusting reports to suit your dealership's requirements.
Creating your own report when an existing report does not provide the information you need.
If you need further assistance in understanding a report and/or creating a report, contact Blackpurl Support.
How Blackpurl Reporting works
Blackpurl does not provide an unlimited list of reports. Instead, the reports provided are intended to cover common dealership reporting requirements while allowing you to customize existing reports or create your own.
There are three main ways to use Blackpurl Reports:
Reports provided by Blackpurl
Use one of the reports supplied with Blackpurl without making changes. We have created the reports with default parameters and columns etc.Customize a provided report
Start with an existing Blackpurl report and change the columns, parameters, or other settings to suit your requirements.Create your own report
Create a new report when the existing reports do not provide the information you need.
Reporting Knowledge Base Articles
Use the following articles to learn how Blackpurl Reporting works:
Reporting - Where are the Reports? — Learn where to find reports in Blackpurl.
Reporting Tips - Totals / Changing Columns / Changing Parameters / Exporting Search Results — Learn how to customise reports, view totals, change columns and parameters, and export search results.
Reports provided by Blackpurl
Blackpurl provides a selection of reports for common dealership reporting requirements with default parameters and columns etc and they are broken up in each specific section:
Parts
Service
Units
Ordering
Admin & Other
Reconciliation
Each provided report has a corresponding Knowledge Base article explaining what the report does and how to use it.
To find the Knowledge Base article for a specific report:
Open the Knowledge Base from the Blackpurl header by clicking on ?.
Enter the name of the report in the search field.
Select the relevant Knowledge Base article.
Customized a Provided Report
Each standard report can be changed to suit your needs by simply changing the parameters or adding / removing different columns.
Use this resource to help you with this - Reporting Tips - Totals / Changing Columns / Changing Parameters / Exporting Search Results
Create your own Report
If you want to create a new report, simply click on the + New Report button and start the process.
Recommended reports for Managers
Managers should regularly use Blackpurl Reports to monitor their department and identify information that requires attention.
We have provided a list of recommended reports by department:
These will be a good starting point for your Dealership and your departments
Reports for Bookkeepers and Accountants
Blackpurl includes a Reconciliations section in Reporting.
The Reconciliations section contains reports that are recommended for Bookkeepers and Accountants to run regularly to assist with financial reconciliation.
For more information, see:
Reporting - Reconciliation section — Overview of the recommended reconciliation reports and how they are used.
Scheduled Reporting
Some Blackpurl Reports can be scheduled to run automatically and be emailed directly to a Blackpurl Licensed User.
Scheduled Reporting can be useful when a user needs to receive the same report regularly without manually running the report each time.
Please note that not all reports can be scheduled.
For more information, see: Reporting - Scheduled Reporting
Need help with Reporting?
If you are unsure which report to use, cannot find the information you need, or need help customizing or creating a report, contact Blackpurl Support.